Risk Analyst, Specialty Solutions Group
About The Position
The Risk Analyst will support Morgan Stanley Investment Management’s equity portfolio management team within the Specialty Solutions Group (SSG), which manages investment strategies for tax-sensitive investors. The role focuses on portfolio construction and risk management, providing portfolio and investment analysis, risk oversight, and construction support through risk models, quantitative analysis, optimization tools, and tax management. SSG oversees more than $90 billion in assets and brings together equity and real estate investment professionals. The analyst will build and maintain analytical tools, improve portfolio management workflows, and work with teams across the organization to support the investment process.
Requirements
- At least 5 years of relevant investment experience.
- Strong analytical and critical-thinking skills, with the ability to conduct quantitative analysis independently and with a high degree of accuracy.
- Strong problem-solving skills and the ability to turn ambiguous problems into practical, creative solutions.
- Technical proficiency, including strong coding skills in Python or other programming languages and the ability to work with large, varied datasets and implement technical solutions.
- Understanding of equity factor investing, portfolio construction, and risk attribution.
- Proactive and self-motivated, with an excellent work ethic and the ability to manage multiple priorities in a fast-paced environment.
- Strong verbal and written communication skills.
Nice To Haves
- CFA designation, PhD, or another relevant advanced degree in finance, economics, mathematics, statistics, engineering, computer science, or a related quantitative discipline.
- Working knowledge of equity risk models and portfolio optimization, such as Barra or Axioma.
- Experience using FactSet and Bloomberg.
Responsibilities
- Provide investment and portfolio risk analysis and support to portfolio managers.
- Use quantitative research and analysis to generate actionable investment insights and support portfolio construction decisions.
- Run and assess trade simulations and create custom portfolio optimizations using Python-based software.
- Build and maintain custom tools to source, analyze, and monitor data and portfolios, and surface insights that support the investment process.
- Develop, automate, and continuously improve portfolio management workflows and decision frameworks by identifying and implementing innovative, scalable solutions.
- Collaborate with technology, sales, operations, fund administration, and marketing teams.
Benefits
- Morgan Stanley-sponsored benefit programs and employee benefits and perks; specific benefits are not listed.
- Depending on the position, total compensation may include commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
