Investment Management - Emerging Markets Portfolio Analyst - Analyst/Associate

at  Morgan Stanley

Investment Management - Emerging Markets Portfolio Analyst - Analyst/Associate
Job Number:

3250820
POSTING DATE: Apr 23, 2024
PRIMARY LOCATION: Europe, Middle East, Africa-United Kingdom-United Kingdom-London
JOB: Asset/Investment Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Associate

DESCRIPTION

Investment Management – Emerging Markets Portfolio Analyst – Analyst/Associate
London
Job Number
About Morgan Stanley
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. We can provide a superior foundation for building a professional career – a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Purpose
Portfolio Analysts are central to the Emerging Market Team, critical to its various functions such as portfolio construction and risk management. This group understands, analyzes, and ensures the consistent expression of investment views across portfolios, whilst incorporating guideline/regulatory constraints. The role involves coordination of activities among several stakeholders, including Portfolio Managers, Traders, Institutional Portfolio Managers, Trading Assistants, Quantitative Analysts, and Compliance.
The position entails a strong understanding of several instrument types, such as Bonds, FX, Futures, Equities, Interest Rate Swaps, Credit Default Swaps, Commodities, Total Return Swaps, Options, and other derivatives.
Portfolio Analysts routinely engage in projects to identify means of improving the team’s investment process.
Training & Career Development
New hires will initially undergo a formal training and then be expected, encouraged, and assisted to continue learning on-the-job. During their initial months in the role, a new hire will attend formal and informal sessions that span an array of technical and qualitative topics. Training is designed to convey the team’s core investment philosophy and goals, mapping this information to specific Portfolio Analyst functions and expectations.
Portfolio Analysts are encouraged to pursue the CFA charter, learn/improve their practical understanding of programming languages, and generally strengthen their knowledge of the EM debt, equity, and FX markets. The team may also provide opportunities for travel to other global offices based on department needs.

What will you be doing?

• Raising orders across multiple portfolios and security types, including Bonds, FX, IRS, CDS, Equities, Futures, and other Derivatives
• Rebalancing portfolios as appropriate, working with Traders and Trading Assistants throughout trade lifecycle
• Monitoring cash balances, allocations and cash flows across mutual funds and separate accounts
• Studying and preparing analyses of portfolio positions, performance, and risk; understand and communicate risks and recommend changes
• Working directly with senior portfolio managers, analysts and traders to ensure investment views are appropriately implemented across sovereign and corporate strategies; carefully incorporate client guidelines, expectations, and risk levels
• Organizing and leading regular meetings with internal and external stakeholders to review performance, attribution, risk metrics
• Systematically monitoring and correcting drifts from investment targets in coordination with Portfolio Managers
• Field requests for raw and synthesized data, pulled from various sources, including local database
• Conducting competitors analysis to compare and contrast our funds with peer group
• Partnering with compliance, operations, and other teams to reduce friction in path from investment idea to implementation
• Working with quantitative team to systematize and automate recurring tasks

QUALIFICATIONS

What we’re looking for:

• Bachelor’s degree with strong academic record
• Relevant experience
• Knowledge of Python, SQL, other programming languages preferred
• Organized and meticulous
• Familiarity with Aladdin’s Portfolio Management System is a plus
• High level of efficiency and an ability to prioritize and perform under pressure
• Strong communication skills and ability to work both independently as well as within a team
• Quantitative aptitude, facility with manipulating large data sets
• Ability to be flexible with regards to work hours, adapting to market opportunities and dynamics
• Understanding of financial concepts through coursework or job experience
• Pursuit of the CFA charter or equivalent designation is a plus, not requirement

Certified Persons Regulatory Requirements:
This role is deemed as a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
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.
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

• Raising orders across multiple portfolios and security types, including Bonds, FX, IRS, CDS, Equities, Futures, and other Derivatives
• Rebalancing portfolios as appropriate, working with Traders and Trading Assistants throughout trade lifecycle
• Monitoring cash balances, allocations and cash flows across mutual funds and separate accounts
• Studying and preparing analyses of portfolio positions, performance, and risk; understand and communicate risks and recommend changes
• Working directly with senior portfolio managers, analysts and traders to ensure investment views are appropriately implemented across sovereign and corporate strategies; carefully incorporate client guidelines, expectations, and risk levels
• Organizing and leading regular meetings with internal and external stakeholders to review performance, attribution, risk metrics
• Systematically monitoring and correcting drifts from investment targets in coordination with Portfolio Managers
• Field requests for raw and synthesized data, pulled from various sources, including local database
• Conducting competitors analysis to compare and contrast our funds with peer group
• Partnering with compliance, operations, and other teams to reduce friction in path from investment idea to implementation
• Working with quantitative team to systematize and automate recurring task