Vice President, Institutional Portfolio & Risk Analytics, Global Investment at Morgan Stanley

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

17 Mar, 26

Salary

200000.0

Posted On

17 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Portfolio Analytics, Attribution, Benchmarking, Risk Management, Data Analysis, Investment Products, Asset Allocation, Performance Analysis, VBA, Excel, PowerPoint, Collaboration, Technology Integration, Quality Control, Governance Frameworks, Financial Markets, Multi-Asset Research

Industry

Financial Services

Description

Support the design and enhancement of a unified institutional reporting framework across segments-pensions, E&F, UHNW, and family offices. Develop conceptual frameworks for advanced portfolio analytics including attribution, benchmarking, active risk and tracking error decomposition, factor exposures, liquidity analysis, and guideline monitoring. Identify opportunities to improve reporting processes and tools, leveraging technology to enhance data points and visualizations, including automation where possible. Translate portfolio manager needs into functional requirements for the PM dashboard, including metrics, calculations, workflow, and visual design specifications. Help PMs interpret how positioning aligns with objectives, guidelines, and risk budgets. Contribute to the dashboard's design, functionality, prototype validation, and quality control checks. Partner with Technology and Data Engineering to define data requirements, metric definitions, and tool integration. Contribute to governance frameworks by ensuring consistency and rigor in analytics definitions, methodologies, and quality standards. 6-8 years of relevant work experience in performance analytics, portfolio construction, multi-asset research, or institutional reporting. Deep understanding of investment products, asset classes (public and private markets), and financial markets. Firm understanding of portfolio management concepts including asset allocation, modern portfolio theory, portfolio construction, manager selection, risk management, performance and risk analysis. Knowledge and experience in investment/wealth management data analysis tools and platforms is a plus (e.g., Aladdin, PARis, Addepar, PFaroe, Barra, Bloomberg, FactSet, Morningstar) Advance skills in PowerPoint and Excel (read, write, interpret, and audit VBA); experience with macros. Detail-oriented, with the ability to multitask and handle multiple priorities Desire and willingness to learn and collaborate within a close-knit team. Undergraduate degree is required. Graduate degree, CFA, CAIA and other professional designations are preferred Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $140,000 and $200,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Responsibilities

Support the design and enhancement of a unified institutional reporting framework and develop advanced portfolio analytics. Partner with Technology and Data Engineering to define data requirements and contribute to governance frameworks.