Position SummaryThe Institutional Portfolio & Risk Analytics team at Morgan Stanley Wealth Management is a newly formed organization and will be pivotal in supporting the Outsourced Chief Investment Officer (OCIO) and Family Office businesses. As a Vice President in this team, you will be at the forefront of driving strategic initiatives and fostering innovation in portfolio and risk analytics. This organization will shape the strategy and design of institutional reporting frameworks and will develop next-generation institutional portfolio & risk analytics platforms.
Your role will require a deep understanding of risk, performance, and portfolio analytics. You will be expected to translate portfolio management needs into scalable analytics solutions, working closely with team leads, Portfolio Managers, Technology, Client Advisory teams, and other organizations. This position demands a collaborative approach to enhance portfolio performance, scalability, and risk management. This role is ideal for someone who excels at analytics, understands multi-asset portfolio construction, and communicates clearly with investment teams.
Responsibilities:- 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.
Knowledge and Skills:- 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.
- Strong verbal and written communication skills
- Detail-oriented, with the ability to multitask and handle multiple priorities
- Desire and willingness to learn and collaborate within a close-knit team.
- Proactive and hardworking, with strong professional accountability
Qualifications:- Undergraduate degree is required.
- Graduate degree, CFA, CAIA and other professional designations are preferred
Expected base pay rates for the role will be between $115,000 and $205,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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