Private Equity Solutions- Operational Due Diligence - Associate/ Senior Associate

About the role

Morgan Stanley Private Equity Solutions (the Team), an investment team within MSIM, seeks to deliver innovative private markets solutions to a global client base across a variety of asset classes within private equity and related strategies. The Team is comprised of over 80 investment professionals based in suburban Philadelphia, New York, London, and Hong Kong and manages a global program across primary fund investing, co-investing, and secondaries in developed and emerging markets. The Team also has a strong and growing leadership position across impact-oriented strategies, including social impact, climate solutions, and racial & gender equity. Overall, the Team has invested over $29bn across almost 1,300 opportunities, as of Dec 31, 2025.

Responsibilities

• Coordinate, prepare for, and actively participate in due diligence meetings with senior management of potential and existing private equity managers and conduct in-depth operational due diligence on private equity fund managers and their investment strategies.
• Evaluate operational risks including compliance, legal, IT systems, cybersecurity, business continuity, and financial controls and recommend mitigation strategies to private equity managers.
• Analyze quantitative and qualitative data to evaluate fund operations and maintain databases for tracking and reporting purposes.
• Liaise with the in-house legal team to ensure that potential and existing fund managers comply with relevant regulatory requirements and industry best practices.
• Coordinate and review background investigations of senior management of private equity fund managers and/or underlying portfolio companies.
• Analyze audited financial statements from underlying funds to identify departures from generally accepted accounting principles, qualifications of audit opinions, performance, related party transactions and other unusual attributes.
• Evaluate and monitor third-party service providers utilized by fund managers, including administrators, auditors, and custodians, and assess the effectiveness and reliability of outsourced functions and services.
• Prepare detailed reports and presentations summarizing findings and assessments for the Investment Committee.
• Stay abreast of industry trends, emerging risks, and best practices in operational due diligence and continuously refine and enhance due diligence methodologies and processes.

Requirements

• Bachelor’s degree in finance, accounting, business administration, economics, or a related field.
• Advanced degrees (MBA, MS) or professional certifications (CFA, CAIA, CPA) are a plus.
• Excellent presentation, verbal communication and interview skills required.
• Minimum 3-5 years of experience in investment management industry, preferably in operational due diligence, risk management, audit, or a related field within the alternative investment field.
• Strong analytical skills with the ability to evaluate complex operational processes and risks.
• Detail-oriented with strong organizational skills and the ability to manage multiple tasks simultaneously.
• Team-player instincts, with a professional demeanor characterized by collegiality, mutual respect, integrity, and thoughtfulness.

Qualifications

• Ability to apply knowledge and experience to a wide variety of alternative investment managers and operating environments to assess operational risks and identify potential concerns.

Skills

• Knowledge of operational due diligence processes and best practices.
• Experience in evaluating and mitigating operational risks in private equity investments.
• Proficiency in using financial analysis tools and databases.
• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team.

Benefits

• Comprehensive benefits package including health insurance, retirement plans, and paid time off.
• Flexible work arrangements to accommodate personal and professional needs.
• Professional development opportunities through training programs and mentorship initiatives.
• Opportunities for career advancement and growth within the organization.

Pay

• Competitive compensation package commensurate with experience.

Schedule

• Full-time position with flexible working hours.