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Portfolio Analytics, Vice President

Portfolio Analytics, Vice President

Morgan StanleyNew York, NY, US
30+ days ago
Job type
  • Full-time
Job description

Portfolio Analytics Specialist

Morgan Stanley Fund Services (MSFS), a wholly owned subsidiary of Morgan Stanley, provides fund administration services to the world's leading hedge funds. With over $700+ billion in Assets under Administration, the division employs over 1,400 professionals globally, with offices in New York, Dublin, London, Hong Kong, Mumbai, Glasgow, and Bangalore.

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, provide portfolio transparency reporting, derivatives valuation, and other portfolio analytics needs of Morgan Stanley's global hedge fund clientele. We leverage the group's proprietary web-based applications and work closely with hedge fund clients and other teams within the division.

The Portfolio Analytics team is currently seeking a candidate based in New York who is interested in applying skills in the business area concerning performance and risk attribution for hedge fund portfolios using in-house analytical tools. The candidate is expected to apply business knowledge, process, and people management skills to effectively manage client deliverables. The role will include significant collaboration with teams across the globe, particularly in New York, Hong Kong, and London.

Responsibilities

  • Support our hedge fund clientele in their use of our proprietary web-based performance and risk applications
  • Consult with clients on internal / external reporting, including sharing information on industry reporting trends
  • Create bespoke solutions for client-specific analytical needs, using a combination of R, SQL, Excel, and other such tools as necessary
  • Build and maintain the technology infrastructure to automate and scale such bespoke solutions where necessary
  • Collaborate with technology development teams to resolve issues or develop new features within the team's proprietary web tools

Qualifications

  • Master's degree with a quantitative / economics / financial engineering background strongly preferred
  • 7-10+ years of experience in a portfolio analytics role within asset management, hedge funds or allocator industry
  • Client facing experience is required
  • Strong attention to detail, exceptional analytical and problem-solving skills
  • Self-starter, driven and results-oriented individual with an aptitude for relationship management
  • Ability to analyze the risk and performance of investments at both a security and portfolio level, and to understand the results both quantitatively and qualitatively. Common financial instruments include equity swaps, futures, and options, bonds, and foreign currency forwards
  • Experience in team management and fostering an environment of collaboration conducive to innovative ideas and solutions to problems.
  • Knowledge of Microsoft Excel; Bloomberg; VBA; object-oriented programming or statistical scripting language including R, Matlab, or Python; hands-on experience in sifting through and analyzing large data sets programmatically
  • Excellent verbal and written communication skills, strong communicator with good interpersonal skills
  • Demonstrated ability to write effectively and create presentation decks suitable for senior management
  • Results oriented, deadline driven resource person who thrives in fast paced, dynamic environment
  • 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.

    Expected base pay rates for the role will be between $140,000 and $200,000 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'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).

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