Morgan Stanley · 2 days ago

Operational Due Diligence - Private Equity Solutions - Associate

West Conshohocken, PA

Full-time

Onsite

Mid Level

3+ years exp

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Responsibilities

Coordinate, prepare for, and actively participate in due diligence meetings with senior management of potential and existing private equity managers and conduct in-depth operational due diligence on private equity fund managers and their investment strategies

Evaluate operational risks including compliance, legal, IT systems, cybersecurity, business continuity, and financial controls and recommend mitigation strategies to private equity managers

Analyze quantitative and qualitative data to evaluate fund operations and maintain databases for tracking and reporting purposes

Liaise with the in-house legal team to ensure that potential and existing fund managers comply with relevant regulatory requirements and industry best practices

Coordinate and review background investigations of senior management of private equity fund managers and/or underlying portfolio companies

Analyze audited financial statements from underlying funds to identify departures from generally accepted accounting principles, qualifications of audit opinions, performance, related party transactions and other unusual attributes

Evaluate and monitor third-party service providers utilized by fund managers, including administrators, auditors, and custodians, and assess the effectiveness and reliability of outsourced functions and services

Prepare detailed reports and presentations summarizing findings and assessments for the Investment Committee

Stay abreast of industry trends, emerging risks, and best practices in operational due diligence and continuously refine and enhance due diligence methodologies and processes

Qualification

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Investment ManagementOperational Due DiligenceRisk ManagementAuditAlternative InvestmentsOperational Risk AssessmentProblem-SolvingVerbal CommunicationInterview SkillsAnalytical SkillsDetail-OrientedOrganizational SkillsTeam PlayerProfessional DemeanorCollegialityMutual RespectIntegrityThoughtfulness

Required

Bachelor’s degree in finance, accounting, business administration, economics, or a related field

Excellent presentation, verbal communication and interview skills required

Minimum 3-5 years of experience in investment management industry, preferably in operational due diligence, risk management, audit, or a related field within the alternative investment field

Ability to apply knowledge and experience to a wide variety of alternative investment managers and operating environments to assess operational risks and identify potential concerns

Strong analytical skills with the ability to evaluate complex operational processes and risks

Ability to travel globally (position may require travel)

Detail-oriented with strong organizational skills and the ability to manage multiple tasks simultaneously

Team-player instincts, with a professional demeanor characterized by collegiality, mutual respect, integrity, and thoughtfulness