Bank Investment Portfolio Associate

  • Competitive
  • New York, NY, USA New York NY US
  • Permanent, Full time
  • Morgan Stanley USA
  • 20 Apr 18 2018-04-20

Bank Investment Portfolio Associate

About MSBNA

MSBNA is a national bank and an indirect, wholly-owned subsidiary of Morgan Stanley. MSBNA is a top 15 US depository institution. MSBNA accounted for approximately 15% of MS Firm wide assets and 10% of Firm wide revenues in 2016. MSBNA institutional loan products are distributed through the MS Institutional Securities and Wealth Management platforms. The Firm's Institutional Securities and Wealth Management businesses have leading market positions in many markets, and benefit from strong client relationships, first hand market intelligence, and best-in-class industry personnel.

Job Description:

The Investment Portfolio Associate will be responsible for the following:

  • Monitor fixed income markets and identify relative value investment opportunities
  • Execute investment decisions across a range of fixed income cash and derivative markets.
  • Develop analytical tools to aid in management of the bank's approximately $80 billion Investment Portfolio.
  • Perform scenario analyses to effectively manage the interest rate risk and liquidity positions of the Bank
  • Prepare and present market research analyses to portfolio managers as well as the Chief Investment Officer
  • Interact with fixed income trading counterparties
  • Responsible for daily risk analytics, p/l monitoring and various ad-hoc reporting
  • Work closely with other groups within Morgan Stanley such as Corporate Treasury, Market Risk, Controllers, etc., to develop portfolio analytics



Qualifications:

Qualifications:
  • 2 plus years of experience in a similar role
  • Bachelor's degree in Economics, Finance, Accounting or other relevant field
  • Advanced PowerPoint and Excel skills, with experience with financial modeling and industry standard platforms such as Bloomberg
  • Experience in fixed income markets
  • Strong analytical skills, detail-oriented, with the ability to organize material to optimize efficiency and ease of communication