Morgan Stanley · 2 days ago

Due Diligence Analyst - Real Assets

Purchase, NY

Full-time

Onsite

Senior Level

$100K/yr - $180K/yr

5+ years exp

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Asset ManagementFinance

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Responsibilities

Perform initial and ongoing investment due diligence on alternative investment strategies with a focus on real assets including real estate and infrastructure.

Source unique investment opportunities for high net worth clients.

Analyze managers in relation to their investment process, track record, attribution, portfolio construction, and risk management capabilities.

Partner with internal colleagues to provide advice and recommendations to investment committees, financial advisors, and clients.

Author written research reports and commentaries on fund managers and thought leadership pieces on market trends and opportunities impacting alternative investment strategies.

Adhere to policies and procedures for ongoing due diligence including onsite reviews, ongoing due diligence, written research notes, and updating reports.

Interact with internal teams including Operational Due Diligence, Product Management, Sales, Legal, and Compliance, as needed.

Support a collegial, team atmosphere including idea sharing, learning, and collaboration.

Remain up-to-date on industry trends, regulatory matters, and market events impacting funds, managers, clients, and the industry.

Qualification

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Financial Markets ExperienceAlternative Investment Strategies KnowledgeRelationship BuildingFINRA Series 7FINRA Series 63Verbal CommunicationWritten CommunicationAlternative investmentReal estateInfrastructure strategiesFinancial advisorsCFACPACAIACommunication