Portfolio Performance Operations- VP

Morgan Stanley-posted 3 months ago

$120,000 - $173,000/Yr

Full-time • Senior

New York, NY

5,001-10,000 employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

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We're seeking someone to join our team as a Vice President in IM Operations to be responsible for managing Performance and Analytics Operations within Middle Office Operations team. This function will span across all Business lines and asset classes, that are currently managed by MSIM for their Mutual Funds and Institutional Clients. The role will be responsible for accurate, timely and complete calculation of performance and analytics for our portfolios, including benchmark returns. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Manager position at Vice President level within the Product Support & Services, which is responsible for providing transaction support and managing post execution processes.

Develop staff, lead projects and control deployment of resources, owning management tools/methods such as work queues, checklists, depth charts and calendars
Set direction and expectations for your team(s), defining training plans and transfer of expert knowledge to contribute to team output and development
Contribute to business plan for area, establish risk/contingency plans, raise and address issues with urgency when required
Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations
Ensure that the Performance team meets all internal and external deliverables against the established Service Level Agreement
Be responsible for the strategies, priorities, and initiatives to drive worldclass capabilities and continuous process improvements
Be part of a global team responsible for middle-office performance and analytical functions including but not limited to reporting, composite maintenance and client take-on/termination tasks
Partner with MSIM Middle Office teams and business partners to understand products and strategies and to position the team to advise on performance measurement calculations and interpretations
Working very closely with the Global Fund Administration teams in managing and meeting requirements for regulatory and Board reporting

Strong relationship building skills serving as a role model for client service
Ability to think commercially, understand the impact of initiatives, risks on the operational budget
Experience in managing teams, enhancing control, continuous improvement and reducing operational risk
Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you
Asset management performance calculation and reporting experience, including knowledge of alternative return calculations and GIPS standards
Automation with low code tooling, AI savvy, and experience with leading teams through process improvements and transformation
Experience in investment management operations is highly preferred
Deep understanding of investment products (equities, fixed income, derivatives, alternatives) and their valuation as part of the overall portfolio
Ability to operate independently at a senior level and navigate the organization to foster collaboration in a results-oriented manner

Comprehensive employee benefits and perks
Opportunities for professional development
Support for work-life balance

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