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E*TRADE from Morgan Stanley · 3 weeks ago

Vice President, Institutional Portfolio & Risk Analytics, Global Investment Office

New York, New York, United States of America

Full-time

Onsite

Mid, Senior Level

$140K/yr - $200K/yr

6+ years exp

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Vice President in the Institutional Portfolio & Risk Analytics team will drive strategic initiatives in portfolio and risk analytics, developing frameworks and platforms to enhance performance and risk management.

BankingFinanceFinancial Services

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

Qualification

Performance analyticsPortfolio constructionMulti-asset researchInvestment products knowledgeData analysis toolsPowerPointExcel (VBA)Proactive attitudeCommunication skillsDetail-orientedTeam collaboration

Required

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

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

Undergraduate degree is required

Preferred

Graduate degree, CFA, CAIA and other professional designations are preferred

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)