This individual will lead a team of less experienced business analysts; overseeing major activities, delegate work/projects as appropriate, be the first line of communication with the business and sharing information with the team as appropriate and necessary.
The Senior Investment Analyst provides a significant level of support (e.g., research, recommendations, analysis, etc.) for the Portfolio Managers (PMs) and Investments Director. He/She researches and analyzes data to support the senior Investments staff in making critical investment, portfolio management, and strategic planning decisions.
The Analysts primary areas of focus will be supporting the launch of the platform, development of investment memos and recommendations for the MFSC board, investment analysis, performance monitoring, portfolio reviews, portfolio presentations, quarterly reporting, business development and research requests with respect to the platform.
The Global Risk and Analysis group of Morgan Stanley Investment Management is looking to fill a position, at the Senior Associate level, as the IM Model Control Analyst. This role reports into the head of Quantitative Research and Model Review, a group responsible for the development and enhancement of quantitative risk analytics for the full range of investment products and the testing and validation of pricing and portfolio construction models utilized by investment teams.
In this role, the selected candidate will perform feasibility analysis, scopes projects, and works with the project management team to prioritizes deliverables, and negotiate on product functionalities.
In this position, you will perform statistical analysis to test and support all key modeling decisions, which vary from modeling framework and product segmentation to model specification and variable selection
In this role, the selected candidate will supervise accounting for and reconciliation of cash, investments and intercompany transactions; assist with the migration of historical accounting records into SunGard Investran accounting software.
In this role, the selected candidate serves as a key contributor to the overall Investment Product Groups (IPG) service model by offering competitive insights and proposing product solutions for core IPG services such as manager comparisons, recommended list reviews and custom analysis.
Analyzes potential investment opportunities by understanding the contents of an offering memorandum, performing industry and/or asset class research, evaluating an issuer's capital structure and financial position, analyzing comparable investment opportunities, assessing and interacting with company management and exploring other unique features of an opportunity.
Support loan asset management initiatives of the existing real estate debt portfolio including borrower requests, third party investor compliance, internal reporting, post-closing requirements, lease reviews, draw requests, loan boarding, and portfolio surveillance.
As a Senior Investment Analyst, you will work with senior consultants to provide first class advice to a range of clients on a variety of services which include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services.
Provide compliance and legal support and guidance to the LFN Managed Account business, IA Compliance program and AVP, Advisory Compliance, including facilitating reviews of compliance policies and procedures, compliance testing, year-end reporting, assisting with investment advisory compliance policies, suitability and surveillance processes, and consulting with LFN Investment Advisory business partners.