Alternatives and Investment Manager Solutions (AIMS) Investment Manager Due Diligence is seeking an Investment Manager Due Diligence VP who will conduct due diligence reviews for traditional investments globally. This role will report to theHead of IMDD – Americas,and will require close communication with the investment due diligence teams for traditional and alternative investments globally.Responsibilities:
Qualitatively assess investment managers and investment strategies includingoffshore mutual funds, U.S. mutual funds, separately managed accounts (SMAs), and exchange-traded funds (ETFs)through detailed due diligence reviews.
Conduct ongoing monitoring of investment managers and strategies.
Maintain due diligence policies and procedures within industry best practices and develop future enhancements.
Assist in ad-hoc projects and reviews necessitated by current market events.
Previous Investment Manager Due Diligence experience (5-10 yrs)
Related experience with Financial Services, preferably in wealth management.
Knowledge of global regulatory and compliance rules and regulations and industry best practice
Organized, with attention to detail and accuracy.
Strong project and time management skills
Excellent interpersonal and communication skills, both verbal and written.
Previous experience using Morningstar Direct,
Strong team player with willingness to learn, and ability to develop quickly within a growing business.
achelor's degree, preferably in finance or accounting
CFA and/or CAIA designation a plus
Private Client Product ServicesInvestment Due DiligenceFull timeNew York New York United States$142,320.00 - $213,480.00