Fund Services Portfolio Analytics Analyst/Associate

at  Morgan Stanley

Fund Services Portfolio Analytics Analyst/Associate
Job Number:

3260228
POSTING DATE: Oct 8, 2024
PRIMARY LOCATION: Europe, Middle East, Africa-United Kingdom-United Kingdom-Glasgow
JOB: Fund Services
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Associate

DESCRIPTION

Fund Services Portfolio Analytics Analyst/Associate
Company Profile:
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
Department Profile:
Morgan Stanley Fund Services (MSFS), a wholly owned subsidiary of Morgan Stanley, provides fund administration services to the world’s leading hedge funds. MSFS has over 1000 professional with offices in New York, Dublin, London, Glasgow, Mumbai, Bengaluru and Hong Kong.
Team Profile:
The Portfolio Analytics group of Morgan Stanley Fund Services focuses on providing Hedge Fund clientele solutions on performance measurement and attribution, monitoring and analysis of portfolio risk and providing other portfolio related analysis. The Portfolio Analytics group currently seeks a person who is interested in applying their analytical skills in the business area catering to Hedge Fund’s portfolio analysis.
At Morgan Stanley Glasgow, we support the Firm’s global Operations, Technology, Finance, Corporate, and Institutional Securities divisions. The Glasgow office, known for its excellence in process, client service & leadership, has led us to win numerous innovation and people awards. Morgan Stanley has been rooted in the Glasgow community since 2000, steadily contributing to the development of a vibrant local financial services and fintech industry. Everyone is encouraged to chart their own meaningful career and achieve goals with the support of our best-in-class training and development opportunities.

Key responsibilities:

• Providing clients various portfolio performance metrics and portfolio risk analysis.
• Preparing customized portfolio analysis and reports that involve risk and performance calculations.
• Resolving client queries on various portfolio related performance and risk analysis.
• Creating new client reporting and portfolio analysis initiatives using Excel and VBA.
• Collaborating with IT and our global team to build automation, scale and efficiency to daily processes.
• Valuation of various exotic products held by hedge fund clients.

QUALIFICATIONS

Desired skillset:

• Exceptional analytical and problem solving ability
• Strong understanding of equities, fixed income and derivatives products.
• Hands-on experience with Excel-VBA and/or R
• Strong verbal and written communications skills
• High attention to detail

Qualifications:

• Undergraduate or Master’s degree in Quantitative Finance/Math’s/Statistics, or any other Quantitative or Financial based subject.
• Open for new graduate, or anyone up to 5 years of experience – role will be determined based on appropriate experience.

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 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries.
At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity
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.
Equal opportunities statement:
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
Flexible work statement:
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more

• Providing clients various portfolio performance metrics and portfolio risk analysis.
• Preparing customized portfolio analysis and reports that involve risk and performance calculations.
• Resolving client queries on various portfolio related performance and risk analysis.
• Creating new client reporting and portfolio analysis initiatives using Excel and VBA.
• Collaborating with IT and our global team to build automation, scale and efficiency to daily processes.
• Valuation of various exotic products held by hedge fund clients