Morgan Stanley

Associate_ GIMA Traditional Products (Wealth Management)

Posted On

March 27, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

June 18, 2025

Job Description

Position Summary
Global Investment Manager Analysis (GIMA), a unit within Investment Solutions (IS), provides comprehensive investment manager due diligence on a wide range of investment strategies, including separately managed accounts, mutual funds, exchange-traded funds, and private vehicles in the equity, fixed income, and alternative investments spaces. The GIMA team engages with a broad array of 3rd party investment managers to identify high quality strategies for portfolios.

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. The investment associate will primarily be responsible for providing ongoing investment due diligence for various products.

Core Functions

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 Include

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. 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.
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.
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.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize 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.

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