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On Call Client Due Diligence Analyst Jobs (NOW HIRING)

Thrivent

BDIA Due Diligence Analyst

Minneapolis, MN · On-site

$89K - $121K/yr

Conduct firm level as well as investment management due diligence * May include performing suitability analysis on trade recommendations provided to TIMI by certain model providers to its ...

Thrivent Financial

$90 - $122/hr

Conduct firm level as well as investment management due diligence * May include performing suitability analysis on trade recommendations provided to TIMI by certain model providers to its ...

JPS & Associates, Inc.

Be Seen First

Due Diligence Analyst/Property Inspector

Springfield, MO · On-site

$45K - $65K/yr

The other aspect of this position is project coordination and client relations while performing ... Due Diligence and Risk Analysis work for multifamily housing and healthcare review/inspection ...

Ceritypartners

Operational Due Diligence Analyst

Austin, TX · Hybrid

$150K - $175K/yr

Cerity Partners is seeking an Operational Due Diligence (ODD) analyst to join its ODD team. The position offers a motivated candidate with a minimum of 5 years ODD experience and 7 years overall work ...

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As of Sep 6, 2026, the average yearly pay for on call client due diligence analyst in the United States is $64,649.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $83,000.00 per year, depending on experience, location, and employer.

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Investment Due Diligence Analyst

Morgan Stanley

Purchase, NY • On-site

$110K - $185K/yr

Full-time

Re-posted 19 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 157 frontline employees who took The Breakroom Quiz

36th of 154 rated financial services

Job description

Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses, and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust.
Position Summary
Global Investment Manager Analysis (GIMA), a unit within Investment Solutions, provides comprehensive manager due diligence on a wide range of investment strategies, including separately managed accounts, mutual funds, UCITs, exchange-traded funds, and private vehicles in the equity, fixed income, and alternative investments spaces. The GIMA team engages with a broad array of investment managers to identify high quality strategies for portfolios.
The investment analyst will provide support to the team's investment officer, focused on fixed income investment strategies available across mutual fund, SMA, and ETF vehicles. The investment analyst will primarily be responsible for sourcing new investment managers and conducting initial and ongoing investment due diligence for various fixed income products.
Core Functions
  • Lead the due diligence process from inception to completion, which typically involves documentation review, conference calls, and in-person meetings 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 internal product approval committees, as necessary.

Ongoing Activities Include:
  • Adhere to policies and procedures for initial and ongoing due diligence including onsite reviews, written notes, and updating reports.
  • Interact with internal teams as appropriate, including Product Management, Sales, Legal, and Compliance, as needed.
  • 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 a strong knowledge of fixed income active manager strategies and the desire to expand their skillset across investment strategies and products.
  • 6-10+ years of job experience in the financial markets, with experience in investment due diligence and knowledge of various traditional investment strategies.
  • 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 internal personnel and external clients.
  • A willingness to learn and to work within a close-knit team.
  • Undergraduate degree required.
  • MBA, CFA, CPA, and/or CAIA not required but viewed favorably.
  • Appropriate securities licenses required or will need to be obtained upon hire.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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About Morgan Stanley

Sourced by ZipRecruiter

Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.

Industry

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US

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