Fund Services - Portfolio Analytics - Associate/Director

Morgan Stanley•New York, NY

10d•$90,000 - $200,000

About The Position

Morgan Stanley is seeking a Fund Services Portfolio Analytics Associate or Director to join the Portfolio Analytics group. This role will focus on providing performance, risk, and reporting solutions to key Hedge Fund clients. Morgan Stanley Fund Services (MSFS) is a global business within the Institutional Equities Division (IED) that offers comprehensive fund administration services, including accounting, investor services, portfolio analytics, middle-office functions, regulatory and financial reporting, and tax services, to over $700 billion in assets across 350+ clients. The MSFS Portfolio Analytics team is a dynamic, globally connected group dedicated to driving innovation in portfolio analytics. Team members collaborate with colleagues and clients to deliver impactful risk and performance analysis, providing clients with essential insights for success. This service offers customized analytics to meet complex client needs and encourages new ways of thinking, including the development of new analytical tools through ad-hoc scripts and collaboration with technology teams. The team values problem-solving, continuous learning, and creative thinking, and is looking for passionate individuals eager to innovate and shape the future of analytics.

Requirements

2-8 years of related work experience in portfolio analytics functions
Bachelor’s/Master’s degree within a quantitative/economics/finance field
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
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

Nice To Haves

Interest in finance, capital markets, portfolio analysis, statistics & technology is preferred

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 portfolios
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