Talent.com
Portfolio Risk Quantitative Analyst

Portfolio Risk Quantitative Analyst

Morgan StanleyBaltimore, MD, US
10 hours ago
Job type
  • Full-time
Job description

Portfolio Risk Officer

Wealth Management Risk functions as an in-business risk unit to provide risk assessment and risk management for investment options offered within Wealth Management. WM Portfolio Risk, within WM Risk, oversees investment, conduct, and operational risks arising from Wealth Management's various brokerage and advisory activities. Advisory includes asset management activities in Financial Advisor, Firm-affiliated, and Client discretionary programs. The Portfolio Risk team is a data-driven group that uses analytical methods to assess risks in client portfolios and to design supervisory controls. The team is also tasked with providing visibility and reporting on the risk landscape to leadership.

Responsibilities

The WM Portfolio Risk team is seeking a Portfolio Risk Officer to contribute towards the management, analysis, and governance of the supervisory control framework for which the team is responsible. Additionally, the role will aid in the identification and mitigation of ongoing and emergent risks in Wealth Management client portfolios. The role will require strong partnership with stakeholder business units across the firm including Investment Solutions, Investment Platforms, Legal & Compliance, Technology, and other Risk teams.

The candidate's primary responsibilities will include :

  • Identification and analysis of ongoing, emergent, and / or ad-hoc risks in Wealth Management client portfolios.
  • Partnership with stakeholders across the firm for consensus in risk mitigation control design, maintenance, and implementation.
  • Governance activities related to supervisory control design, development, maintenance, and ongoing enhancements.
  • Ad-hoc and ongoing preparation and presentation of reporting, metrics, and analysis to leadership and stakeholder business units.

Qualifications and Experience

  • Bachelor's degree and 5+ years of relevant work experience.
  • A working knowledge of financial instruments, platforms, and investment risk identification / management, with a desire to acquire a deeper proficiency.
  • Familiarity with rules and regulations applicable to wealth management and investment advisory businesses.
  • Able to prioritize and exercise sound judgement in fast paced and rapidly evolving environments with ever changing and competing priorities.
  • Team player with a strong work ethic, flexibility, and a high level of maturity and discretion in handling sensitive subject matter.
  • Must be self-motivated and able to drive tasks forward independently with minimal supervision.
  • Excellent written and verbal communication skills.
  • Detail oriented with good organizational skills.
  • Strong familiarity with Microsoft Excel, Word, and PowerPoint.
  • Proficiency with Tableau, SQL, and / or Python required.
    • Create a job alert for this search

    Quantitative Analyst • Baltimore, MD, US