Job
Description
The investment associate will provide support to the team's onshore analysts, focused on equity and fixed income investment strategies available across mutual fund, SMA, and ETF vehicles. You will primarily be responsible for providing ongoing investment due diligence for various products. Your core functions will include supporting and assisting the due diligence process, which typically involves documentation review and conference calls with investment managers, analyzing managers in relation to their investment process, portfolio construction, and risk management capabilities, assessing managers" historical return profile based on their performance history and attribution, preparing written reports and commentaries on various managers, and presenting findings and results to onshore GIMA analysts. Your ongoing activities will involve adhering to policies and procedures for ongoing due diligence including written notes and updating reports, identifying upgrade/downgrade candidates, interacting with onshore GIMA team members, supporting a team atmosphere including idea sharing, learning, and back-up, remaining abreast of industry trends, regulatory matters, and market events impacting funds, managers, clients, and the industry. We are looking for a candidate with knowledge of mutual fund, SMA, and ETF vehicles, and the desire to expand their skill set across investment strategies and products. You should have 3-5 years of job experience in the financial markets; knowledge of various traditional investment strategies and experience in investment due diligence is preferred. Demonstrated oral and written communication skills, including experience drafting internal memorandum and detailed reports, as well as strong analytical and quantitative skills are necessary. You should be detail-oriented with the ability to multi-task and handle multiple priorities, summarize large quantities of information, and work under pressure without sacrificing accuracy. Efficiently interfacing with onshore GIMA analysts, willingness to learn and work within a close-knit team, and an undergraduate degree are required. An MBA, CFA (at least level 1), and/or CAIA are not required but viewed favorably. At Morgan Stanley, you can expect to work in an environment committed to maintaining first-class service and a high standard of excellence. The company is guided by five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back. The culture values diverse perspectives, individual intellect, and cross-collaboration. Morgan Stanley is proud to support its employees and their families, offering attractive and comprehensive employee benefits and perks in the industry. The company is an equal opportunities employer, providing a supportive and inclusive environment where all individuals can maximize their full potential. The commitment to a culture of inclusion is evident through a focus on recruiting, developing, and advancing individuals based on their skills and talents.,
