Vice President - GIMA Traditional Products (Wealth Management)

Core Functions

• Supervise a team of investment analysts who support the team's onshore analysts.

• Support and assist the due diligence process, which typically involves documentation review and conference calls with investment managers.

• Analyze managers in relation to their investment process, portfolio construction, and risk management capabilities

• Assess manager's historical return profile based on their performance history and attribution.

• Prepare written reports and commentaries on various managers.

• Present findings and results to onshore GIMA analysts.

• Ongoing Activities Includes

• Manage a team of investment analysts and partner with team to deliver ongoing due diligence.

• Adhere to policies and procedures for ongoing due diligence including written notes and updating reports.

• Identify upgrade/downgrade candidates.

• Interact with onshore GIMA team members.

• Support a team atmosphere including idea sharing, learning, and back-up.

• Remain abreast of industry trends, regulatory matters, and market events impacting funds, managers, clients, and the industry.

• Help train and mentor junior team members.

Experience/Skills/Abilities

• Looking for a candidate that has knowledge of mutual fund, SMA, and ETF vehicles, and the desire to expand their skillset across investment strategies and products.

• 9+ years of job experience in the financial markets; knowledge of various traditional investment strategies and experience in investment due diligence is preferred.

• Managerial experience preferred.

• Demonstrated oral and written communication skills, including experience drafting internal memorandum and detailed reports.

• Strong analytical and quantitative skills.

• Detail-oriented with ability to multi-task and handle multiple priorities.

• Ability to summarize large quantities of information and to work under pressure without sacrificing accuracy.

• Must be able to efficiently interface with onshore GIMA analysts.

• A willingness to learn and to work within a close-knit team.

• Undergraduate degree required.

• MBA, CFA (at least level 1), and/or CAIA not required but viewed favorably.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.