E*TRADE from Morgan Stanley · 3 months ago
Portfolio Performance Operations- VP
New York, New York, United States of America
Full-time
Onsite
Mid, Senior Level
$120K/yr - $173K/yrE*TRADE from Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help achieve financial goals. They are seeking a Vice President in IM Operations to manage Performance and Analytics Operations within the Middle Office Operations team, ensuring accurate and timely performance calculations for portfolios.
BankingFinanceFinancial Services
Responsibilities
Develop staff, lead projects and control deployment of resources, owning management tools/methods such as work queues, checklists, depth charts and calendars
Set direction and expectations for your team(s), defining training plans and transfer of expert knowledge to contribute to team output and development
Contribute to business plan for area, establish risk/contingency plans, raise and address issues with urgency when required
Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations
Ensure that the Performance team meets all internal and external deliverables against the established Service Level Agreement
Be responsible for the strategies, priorities, and initiatives to drive worldclass capabilities and continuous process improvements
Be part of a global team responsible for middle-office performance and analytical functions including but not limited to reporting, composite maintenance and client take-on/termination tasks
Partner with MSIM Middle Office teams and business partners to understand products and strategies and to position the team to advise on performance measurement calculations and interpretations
Working very closely with the Global Fund Administration teams in managing and meeting requirements for regulatory and Board reporting. The position works alongside the Analytics, Composites and risk teams to ensure data accuracy and coordinated delivery of service
Qualification
Required
Strong relationship building skills serving as a role model for client service
Ability to think commercially, understand the impact of initiatives, risks on the operational budget
Experience in managing teams, enhancing control, continuous improvement and reducing operational risk
Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you
Asset management performance calculation and reporting experience, including knowledge of alternative return calculations and GIPS standards
Automation with low code tooling, AI savvy, and experience with leading teams through process improvements and transformation
Ability to operate independently at a senior level and navigate the organization to foster collaboration in a results-oriented manner
Preferred
Experience in investment management operations is highly preferred
Deep understanding of investment products (equities, fixed income, derivatives, alternatives) and their valuation as part of the overall portfolio
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
Founded in 1982
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Director and Customer Marketing
Recent News
2025-11-07
2025-10-14
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