Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Full-time

Morgan Stanley

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.

The candidate will be responsible for researching, analyzing and documenting the operational risk management processes and controls of potential underlying private equity managers. The individual's role will typically be the performance and documentation of due diligence. In addition, this person will be involved in various risk management support activities such as developing and enhancing the group’s various approaches to assess and monitor operational risks. The candidate will report to the Head of Operational Due Diligence. This position is located in West Conshohocken, Pennsylvania. The successful candidate will play a key role in all phases of the due diligence process.

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
  • 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
  • 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
  • Strong analytical skills with the ability to evaluate complex operational processes and risks
  • Ability to travel globally (position may require travel)
  • 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

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 into your browser.

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: .

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Equity Solutions- Operational Due Diligence - Associate/ Senior Associate in Conshohocken, PA vacancy
  • $121.44k - $154.84k

     ...Financial Due Diligence Senior Associate As a Financial Due Diligence Senior...  ...Financial Due Diligence solution is comprised of several integrated...  ...services to clients, private equity investors, and asset-...  ...Lead analysis on key operational data, net working capital... 
    Employment Equity
    Senior
    Private
    Full time
    Work experience placement

    Grant Thornton LLP

    Philadelphia, PA
    4 days ago
  • $121.44k - $154.84k

     ...As a Financial Due Diligence Senior Associate, you’ll focus on middle-market transactions...  ...Financial Due Diligence solution is comprised of several...  ...services to clients, private equity investors, and asset-...  ...Lead analysis on key operational data, net working capital... 
    Employment Equity
    Senior
    Private
    Work experience placement
    Internship
    Seasonal work
    Work at office
    Local area
    Flexible hours
    3 days per week

    Grant Thornton

    Philadelphia, PA
    4 days ago
  • $100k - $170k

     ...Senior Associate, Real Estate M&A/Divestitures Alvarez & Marsal Private Equity Performance Improvement Alvarez &...  ...Corporate Real Estate solutions for both Corporate...  ...Pre-deal Real Estate diligence assignments (operational, financial and pre-deal due diligence) Merger... 
    Employment Equity
    Senior
    Private
    Full time
    Part time
    Interim role
    Work at office
    Flexible hours

    Alvarez & Marsal

    Philadelphia, PA
    3 days ago
  •  ...Private Equity/M&A Associate Attorney Our client, a global AmLaw 50 law firm...  ...aspects of transactions from due diligence through closing. ~...  ...seamless, business-focused solutions. Conduct due diligence...  ...related issues. Support senior attorneys and clients in structuring... 
    Employment Equity
    Senior
    Private
    Relocation package

    Client Growth Resources

    Philadelphia, PA
    a month ago
  • $128.8k - $164.22k

     ...Job Description As a Value Creation Senior Associate, you will work with private equity and corporate clients to evaluate operational opportunities and support execution across...  .... The team focuses on operational due diligence, cost assessments, synergy analysis, integration... 
    Employment Equity
    Senior
    Private
    Work at office

    Grant Thornton LLP

    Philadelphia, PA
    4 days ago
  •  ...Senior Associate, Fund Accounting Join Hamilton Lane, a global leader in private markets, as we scale to meet the demands...  ...provide innovative solutions to institutional...  ...800 professionals operating in offices throughout...  ...private markets/private equity accounting. In... 
    Employment Equity
    Senior
    Private
    Work experience placement

    Hamilton Lane

    Conshohocken, PA
    58 minutes ago
  • $170k - $220k

     ...The US IG private credit team sits within...  ...customized portfolio solutions for a variety of...  ...Perform in-depth due diligence including credit...  ...teams as well as operations, legal, risk and...  ...experience, skills, seniority, geographic...  ...strategies—including equity, fixed income,... 
    Employment Equity
    Senior
    Private
    Local area
    Worldwide
    Shift work

    Neuberger

    Wayne, PA
    4 days ago
  •  ...Private Equity Deal Team Associate - Philadelphia About the Role...  ...daily access to senior partners, meaningful...  ...sourcing and diligence through...  ...investment sourcing, due diligence, and portfolio...  ...and key operating metrics; support...  ...About Soul Equity Solutions Soul Equity... 
    Employment Equity
    Private
    Summer work
    Local area

    Soul Equity Solutions

    Philadelphia, PA
    5 days ago
  •  ...investment management solutions to a diverse client...  ...Morgan Stanley Private Equity Solutions (the Team),...  ...fund of funds for a Senior Associate position on our Private...  ...sourcing, opportunity diligence and evaluation, and portfolio...  ...in which we operate, bringing a variety of... 
    Employment Equity
    Senior
    Private
    Full time
    Worldwide

    Morgan Stanley

    Conshohocken, PA
    1 day ago
  • $120k - $160k

     ...Pepi Cfo Services Associate Alvarez & Marsal, a leading independent...  ..., is seeking to expand its Private Equity Performance Improvement (...  .... Drawing on a strong operational heritage and hands-on-approach...  ...our ability to tailor solutions to solve our clients' business... 
    Employment Equity
    Senior
    Private
    Work experience placement
    Interim role
    Immediate start
    Flexible hours

    Alvarez & Marsal

    Philadelphia, PA
    5 days ago
  • $100k - $170k

     ...Senior Associate, Supply Chain: Procurement & Sourcing Alvarez & Marsal Private Equity Performance Improvement (OPEN TO ALL U.S. LOCATIONS...  ...engaged A&M to help improve operating results at their portfolio...  ...our ability to tailor solutions to solve our clients' business... 
    Employment Equity
    Senior
    Private
    Full time
    Contract work
    Part time
    Interim role
    Flexible hours

    Alvarez & Marsal

    Philadelphia, PA
    4 days ago
  •  ...currently seeking a Manager in Financial Due Diligence for our Deal Advisory practice....  ...1000 and middle market companies and private equity investors Manage and coordinate approach...  ...and projected financial and operating trends, quality of earnings and working... 
    Employment Equity
    Private
    Work experience placement
    H1b
    Local area

    KPMG

    Philadelphia, PA
    4 days ago
  • $100k - $170k

     ...Senior Associate, Supply Chain - Distribution & Logistics Alvarez & Marsal Private Equity Performance Improvement Alvarez & Marsal (A&M) is...  ...engaged A&M to help improve operating results at their portfolio...  ...creative business solutions for their portfolio companies... 
    Employment Equity
    Senior
    Private
    Full time
    Part time
    Interim role
    Flexible hours

    Alvarez & Marsal

    Philadelphia, PA
    1 day ago
  • $120k - $210k

     ...clients integrated solutions across...  ...TAS team supports private equity sponsors, lenders...  ...financial, tax and operational diligence across Mergers &...  ...precision. The TAS Associate will assume a...  ...and business due diligence, making...  ...Work directly with senior personnel at... 
    Employment Equity
    Private
    Interim role
    Work at office
    Relocation

    Portage Point Partners

    Philadelphia, PA
    6 days ago
  • $90k - $130k

     ...Operations & Manufacturing Associate Alvarez & Marsal Private Equity Performance Improvement About Alvarez & Marsal Alvarez & Marsal (A&M) is a global consulting...  ...and to maximize our ability to tailor solutions to solve our clients' business issues. We bring... 
    Employment Equity
    Private
    Full time
    Part time
    Flexible hours

    Alvarez & Marsal

    Philadelphia, PA
    2 days ago
  •  ...of Mind”. Our Brand Equities are: Casual Glamour,...  ...Job Description The Senior Associate, Digital Media is responsible...  ...and creative solutions to external stakeholders...  ...the impact that our operations can have on the environment...  ...accommodation due to a disability during... 
    Employment Equity
    Senior
    Full time
    Casual work
    Work at office
    Home office
    Flexible hours

    FashionUnited

    King of Prussia, PA
    10 hours ago
  •  ...A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value...  ...in our clients' operations. Our job is to support PE firms...  ...Accounting / Finance, Financial Due Diligence, Restructuring, Investment... 
    Employment Equity
    Private

    Alvarez & Marsal

    Philadelphia, PA
    6 days ago
  • $77k - $214k

     ...A career within PwC Private will provide the opportunity...  ...help improve their operational efficiency and to...  ...cash flow management, equity expansion,...  ...the future. As a Senior Associate, you'll work as part...  ...advisors with innovative solutions Utilizing advanced... 
    Employment Equity
    Senior
    Private
    Full time
    H1b

    PwC

    Philadelphia, PA
    1 day ago
  • $223.51k - $279.39k

     ...Financial Due Diligence Director At Grant Thornton, we believe in...  ...experience that includes enhanced solutions and capabilities, backed by...  ...action for diversity, equity & inclusion at Here's what...  ...includes corporate clients, private equity groups and commercial... 
    Employment Equity
    Private
    Full time
    Work experience placement
    Seasonal work
    Work at office
    Local area
    Flexible hours
    3 days per week

    Grant Thornton LLP

    Philadelphia, PA
    1 day ago
  •  ...mid-level corporate associate to join its suburban...  ...transactional matters — M&A, private equity, alternative entity...  ...work closely with senior partners and take on...  ...transactions, including due diligence, drafting, and...  ...purchase agreements, operating agreements, and ancillary... 
    Employment Equity
    Private
    Work at office

    Lockridge Partners

    Blue Bell, PA
    26 days ago
  •  ...Capital is looking for an Associate to support its Growth strategy...  ...· Perform extensive due diligence including creating investment...  ...with a strong preference for private equity, transaction services, or investment...  ...focused on creating operational improvements that provide... 
    Employment Equity
    Private
    Work experience placement

    NEWSPRING CAPITAL INC

    Wayne, PA
    17 days ago
  •  ...Lane, a global leader in private markets, as we scale...  ...we provide innovative solutions to institutional and...  ...approximately 800 professionals operating in offices throughout...  ...markets/private equity, private credit, or...  ...Exposure to RFPs, due diligence questionnaires, or institutional... 
    Employment Equity
    Private
    Work at office

    Hamilton Lane

    Philadelphia, PA
    4 days ago
  • $105.56k - $247.9k

     ...been created for a Senior Manager to join our...  ...&A activities of our Private Equity clients and strategic...  ...services include buy-side due diligence, sell-side due...  ...evaluate financial and operational trends of target companies...  ...role, function and associated responsibilities, a... 
    Employment Equity
    Senior
    Private
    Work experience placement
    Local area
    Remote work

    Cherry Bekaert

    Ambler, PA
    2 days ago
  • $250k - $290k

     ...real-world value - solutions that work in...  ...with CEOs, Boards, Private Equity and Governments every...  ...Senior Directors act as...  ...strategies, reducing operating costs, and evaluating...  ...both commercial due diligence and strategy engagements...  ...team members at the Associate, Senior Associate... 
    Employment Equity
    Senior
    Private
    Full time
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY

    Philadelphia, PA
    4 days ago
  •  ...Job Description Job Description Associate Vice President, NY/CT Operations Location: New York & Connecticut...  ..., NY/CT Operations is the senior operational leader responsible for...  ...Qualifications Experience in a private equity-backed organization. Multi-brand... 
    Employment Equity
    Private
    Local area

    Sila Services

    King of Prussia, PA
    28 days ago
  • $128.1k - $213.5k

     ...Primary Responsibilities: Manager selection, due diligence and monitoring across private equity, private real estate, private credit and hedge funds...  ...colleagues to strengthen their understanding of investment solutions. Participate in client and prospect meetings to... 
    Employment Equity
    Senior
    Private
    Work experience placement
    Work at office

    M&T Bank

    Broomall, PA
    3 days ago
  • Senior Director, Strategy and Corporate Development Responsibilities and Accountabilities...  ...of varying complexity. Conduct due diligence, financial modelling, and integration planning...  ...strategy, M&A, investment banking, private equity, or top‑tier management consulting (healthcare... 
    Employment Equity
    Senior
    Private
    Work at office
    Local area

    CSL Plasma Inc.

    King of Prussia, PA
    3 days ago
  •  ...clients' assigned hedge and private equity funds. What you will do:...  ...equity funds. We need your due diligence and attention to detail to...  ...succeed and look for future solutions! Through attending and participating...  ...management, and investment operations solutions. Reflecting our... 
    Employment Equity
    Private
    Work experience placement
    Internship
    Flexible hours

    SEI

    Oaks, PA
    1 day ago
  • $65k - $70k

     ...and looking for a Custody Ops Associate! This role plays an integral...  ...to a high volume of complex operational correctional issues for...  ...to problem-solve and propose solutions Demonstrate a high degree...  ...eligible to receive new hire equity in the Company. Please note... 
    Employment Equity
    Work at office
    Local area

    Vestwell

    King of Prussia, PA
    14 days ago
  •  ...services for clients’ hedge and private equity funds, acting as an...  ...Communicate transaction details associated with the fund(s) and work...  ...accounting standards. Perform due‑diligence to ensure clients comply...  ...attention to detail in identifying solutions and improving processes.... 
    Employment Equity
    Senior
    Private
    Work experience placement

    181 SEI Global Services, Inc.

    Oaks, PA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Equity Solutions- Operational Due Diligence - Associate/ Senior Associate. Be the first to apply!