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E*TRADE from Morgan Stanley · 12 hours ago

Fund Services Portfolio Analytics, Associate

New York, New York, United States of America

Full-time

Onsite

New Grad, Entry Level

$90K/yr - $130K/yr

Morgan Stanley is looking for a Fund Services Portfolio Analytics Associate to provide performance, risk and reporting solutions to key Hedge Fund clientele, as part of the Portfolio Analytics group. The role involves collaborating with colleagues and clients to deliver impactful risk and performance reports and developing new analytical tools to meet complex client needs.

FinanceBankingFinancial Services

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’s portfolio

Support hedge fund clients in their use of our proprietary web-based performance and risk applications

Consult with clients on internal/external portfolio reporting

Work with the team to design and create investor transparency reports for select clients

Participate in sales pitches with members of the MSFS sales team

Qualification

Microsoft ExcelRPythonQuantitative analysisMultitaskingAttention to detailTeam playerCommunication skillsAdaptabilityWork ethic

Required

Bachelor's/Master's degree within a quantitative/economics/finance field

Strong knowledge of Microsoft Excel

Ability to manipulate and do computations on financial data sets using a programming language such as R or Python

Strong attention to detail

Looking for someone who is a quick learner, is adaptive, is a team player, can multitask, has a strong work ethic, has excellent oral and written communication skills, and is comfortable with client interaction

Preferred

Interest in finance, capital markets, portfolio analysis, statistics & technology

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

Arlington, Virginia, USA

1001-5000 employees

https://us.etrade.com/home

Funding

Current Stage

Public Company

Total Funding

unknown

2020-02-20Acquired

1996-08-16IPO

Leadership Team

Julia Miller

Executive Director, Creative Services

Recent News

PR Newswire

Fidelity, Charles Schwab and E*TRADE Dominate with Top Brokerage Experiences in Corporate Insight's 26th Annual e-Monitor Awards

2026-02-05

EQUINITI

Patricia Landry Commissioned as Director of Customer Success at EQ

2025-11-07

TradingView

Key facts: Morgan Stanley shares rise 4.7%; equity revenue up 80%; E*Trade trades up 24%

2025-10-19

Company data provided by crunchbase