Associate, Fund Services, Portfolio Analytics
Morgan Stanley
About the Role
Morgan Stanley Fund Services (MSFS) is seeking a Fund Services Portfolio Analytics Associate within the Institutional Equities Division (IED) to deliver performance, risk, and reporting solutions to key Hedge Fund clients. MSFS is a global business providing fund administration services for over $700 billion in assets across hedge funds, private equity, and large family office clients. The Portfolio Analytics team is an energetic, globally connected group driving innovation in portfolio analytics.
Key Responsibilities
- Assist in understanding the drivers of portfolio performance and risk via quantitative analysis, and communicate results to clients.
- Provide solutions to Hedge Funds related to investment reports, portfolio risk and hedging, currency risk, and execution.
- Implement innovative statistical techniques to identify patterns in equity market and client portfolios.
- Support hedge fund clients in their use of proprietary web-based performance and risk applications.
- Consult with clients on internal/external portfolio reporting.
- Design and create investor transparency reports for select clients.
- Participate in sales pitches with members of the MSFS sales team.
Requirements & Tech Stack
- Microsoft Excel (strong knowledge required)
- Ability to manipulate and perform computations on financial data sets using a programming language such as R or Python.
Qualifications
- 2-8 years of related work experience in portfolio analytics functions.
- Bachelor's/Master's degree within a quantitative/economics/finance field.
- Interest in finance, capital markets, portfolio analysis, statistics & technology is preferred.
- Strong attention to detail.
- Quick learner, adaptive, team player, capable of multitasking, strong work ethic, excellent oral and written communication skills, and comfortable with client interaction.