GIMA Operational Due Diligence (OpDD) Vice President
Core
Perform operational due diligence on alternative investment funds and managers (hedge funds, private equity, real estate, etc.) and co-investments to assess operational infrastructure, identify risks, and ensure compliance with firm standards.
Role type
Senior Operational Due Diligence Vice President
Builds
Investment advisory programs and approved investment products for Morgan Stanley Wealth Management clients
Domain
Wealth Management / Alternative Investments
Required skills
Operational due diligence, risk assessment, regulatory compliance, vendor management, financial statement review, report writing, stakeholder management
Preferred skills
Co-investment due diligence, direct investment analysis, CFA/CPA/CAIA designation
Technologies
DDQs, valuation agents, auditors, administrators
Responsibilities
Conduct onsite meetings or desk reviews of investment managers and service providers; assess organizational structure, fund structure, internal controls, valuation, and IT/BCP; document findings and present to approval committees; work with managers to correct operational deficiencies; monitor industry trends and regulatory matters.
Seniority
Senior, hands-on IC