Fund Services - Portfolio Analytics Associate

The Portfolio Analytics group within Morgan Stanley Fund Services focuses on helping clients analyze, understand and report Investment risk and performance of client’s portfolios, and provide consultative service to analytics problems spanning from different assets investment analysis, Portfolio Hedging solutions to derivatives valuation. We leverage the group’s proprietary web based applications and consult closely with hedge fund clients at many levels, including with controllers, CFOs, investor relations specialists, and risk managers and portfolio managers. Typical areas of focus include:

•    Performance and Investment analysis – Stock or Portfolio performance analysis by various factors such as by geography, by sector, by Fundamental factors, by different currencies etc.
•    Risk and Portfolio Management – Scenario analysis of different Micro to Macro conditions, Currency risk and hedging solutions, Portfolio Hedging solutions, Factor models based Risk and Beta, VaR analysis, stress testing, exposure analysis and liquidity
•    Client Transparency Reporting – advising funds on what and how to report their performance and exposures to their investors
 

Qualifications: 
•    Bachelor’s/Master’s degree within a quantitative/economics/finance field
•    Interest in finance, portfolio analysis, statistics & technology is preferred
•    Strong attention to detail
•    Looking for someone who is a quick learner, is adaptive, is a team player, can multitask, has a strong work ethic, has excellent oral and written communication skills, and is comfortable with client interaction

Skills:
•    Strong knowledge of Microsoft Excel is required
•    Ability to manipulate and do computations on financial data sets using a programming language such as R or Python

Responsibilities:
•    Assist in understanding the drivers of portfolio performance and risk via quantitative analysis, and communicate results to clients
•    Provide solutions to Hedge Funds related to investment reports, portfolio risk and hedging, currency risk and execution
•    Implement innovative statistical techniques to identify patterns in equity market and client’s portfolio
•    Support hedge fund clients in their use of our proprietary web based performance and risk applications,
•    Consult with clients on internal/external portfolio reporting
•    Work with the team to design and create investor transparency reports for select clients
•    Participate in sales pitches with members of the MSFS sales team

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 $90,000 and $130,000 per year for Associate, 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).