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Director - GIMA Traditional Products (Wealth Management)

AT Morgan Stanley
Morgan Stanley

Director - GIMA Traditional Products (Wealth Management)

Mumbai, India

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

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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.
> 6-9 years of job experience in the financial markets; knowledge of various traditional investment strategies and experience in investment due diligence is preferred and some supervisory experience is welcome.
> 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 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

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.

Client-provided location(s): Mumbai, Maharashtra, India
Job ID: Morgan-549782945420
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Internship Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)