Morgan Stanley

Wealth Management, Due Diligence Private Equity Analyst

Morgan Stanley

Purchase, Harrison, NY 10577, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Hello potential candidate,We are excited to announce an opportunity to join our Wealth Management team at Morgan Stanley as a Due Diligence Private Equity Analyst. As a leading global financial services firm, Morgan Stanley has been providing innovative wealth management solutions and personalized investment advice to clients for over 85 years. In this role, you will have the chance to work alongside top professionals in the industry and contribute to our mission of helping individuals and institutions achieve their financial goals.We are seeking a highly skilled and analytical individual with a strong background in private equity due diligence. The ideal candidate will have a deep understanding of investment strategies, financial markets, and the ability to conduct thorough analysis and present findings to clients. If you are a driven and detail-oriented professional with a passion for delivering exceptional service and value to clients, we invite you to apply for this exciting opportunity.Join us and be a part of a dynamic team that is dedicated to delivering excellence in wealth management services.

  1. Conduct thorough due diligence on potential private equity investments and provide detailed analysis to the team and clients.
  2. Stay up-to-date on industry trends, market conditions, and investment strategies related to private equity.
  3. Collaborate with colleagues and senior team members to identify and evaluate potential investment opportunities.
  4. Conduct in-depth research and analysis of financial statements, market data, and other relevant information to assess the viability and risks of potential investments.
  5. Prepare investment proposals and presentations for clients, highlighting key findings and recommendations.
  6. Communicate with clients and other stakeholders to gather information and address any questions or concerns related to private equity investments.
  7. Monitor and track existing private equity investments, providing regular updates and performance reports to clients.
  8. Identify and mitigate potential risks associated with private equity investments through ongoing due diligence and risk management strategies.
  9. Develop and maintain relationships with key industry professionals and stay informed on emerging trends and opportunities in the private equity market.
  10. Contribute to the overall success of the Wealth Management team by collaborating with colleagues, sharing knowledge and best practices, and supporting team initiatives.
Where is this job?
This job is located at Purchase, Harrison, NY 10577, USA
Job Qualifications
  • Bachelor's Degree In Finance, Accounting, Economics, Or A Related Field.

  • Minimum Of 3-5 Years Of Experience In Wealth Management, Due Diligence, Or Private Equity Analysis.

  • Strong Analytical And Quantitative Skills With The Ability To Perform Financial Analysis And Risk Assessment.

  • Excellent Communication And Presentation Skills, With The Ability To Effectively Communicate Complex Financial Information To Clients And Internal Stakeholders.

  • Knowledge And Understanding Of Regulatory Compliance And Industry Best Practices In Wealth Management And Private Equity.

Required Skills
  • Financial Analysis

  • Investment Strategy

  • Portfolio Management

  • Risk assessment

  • Market analysis

  • Due Diligence

  • Asset allocation

  • Investment Research

  • Financial

  • Capital Markets

  • Deal Sourcing

  • Valuation Techniques

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Management, Due Diligence Private Equity Analyst in Purchase, Harrison, NY 10577, USA is $70,000 - $100,000 per year. This may vary depending on factors such as experience, education, and the specific company and position.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJanuary 16th, 2025
Apply BeforeAugust 19th, 2025
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About Morgan Stanley

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.

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