Investment Portfolio Performance Analysis - Sr Associate Investment Portfolio Performance Analysis - Sr  …

Morgan Stanley
in New York, NY
Permanent, Full time
Be the first to apply
Morgan Stanley
in New York, NY
Permanent, Full time
Be the first to apply
Investment Portfolio Performance Analysis - Sr Associate
Morgan Stanley Investment Management

Position: Investment Portfolio Performance Analysis - Sr Associate

The Global Portfolio Analysis and Reporting (GPAR) Team is responsible for portfolio analytics for both internal and external clients. Activities covered by the team include return attribution, ex-post risk analytics, portfolio characteristics, competitive analysis.

GPAR is seeking a highly motivated individual to join our NYC team. This individual will be responsible for providing both standard and ad hoc analytics and reporting, with a focus on performance analysis for equity portfolios and competitive analysis reporting. Additional areas of coverage might be assigned (portfolio characteristics, multi asset and / or fixed income analytics). The individual should have a willingness and interest in continually expanding one's knowledge of the investment process, finance/economics, and applied investment analytical skills. The group has a strong, team-based orientation, yet relies upon its members to take responsibility and ownership of their coverage responsibilities and client base. Thorough professionalism in all technical and non-technical aspects of the position is required.


Key Responsibilities:
  • Provide performance attribution / contribution / characteristics reporting for assigned areas of product coverage, with an emphasis on equity strategies.
  • Respond to ad hoc attribution/contribution requests; perform custom analysis and detailed examination of calculations and output.
  • Conduct peer analysis by leveraging Morningstar and Lipper data
  • Play an active role in ensuring and improving data integrity/quality.
  • Significant one to one interaction with investment team members, product specialists, client service administrators, and other investment professionals on a variety of issues relating to investment performance and the decomposition of returns.
  • Collaborate with the Information technology and Project management teams to re-engineer processes and increase effectiveness of existing reporting.
  • Candidate should also be capable of writing interpretive commentary to the reports being produced; presenting reports and interpretations to senior management; and designing new reports that influence the executive decision-making process at MSIM.

  • Bachelor's Degree in Accounting, Finance, Economics or a quantitative field. Master's degree is preferred.
  • 5-10 years of relevant experience.
  • Working knowledge of traditional asset management investments (cash equities, fixed income, FX forwards and other derivatives).
  • In depth understanding of various attribution models theory and practice.
  • CIPM and/ or CFA designation or willingness to work towards it.
  • Experience in using FactSet, Blackrock Aladdin, Bloomberg, and other performance attribution vendor systems is preferred . Additional proprietary tools are also used.
  • Strong quantitative, analytical and problem-solving skills along with a high attention to detail.
  • Advanced knowledge of Excel, including designing, creating and maintaining complex spreadsheets, queries, reports and charts.
  • Working knowledge of data visualization tools (Tableau)
  • Programming knowledge and experience desired (VBA, Python, SQL).
  • Excellent verbal and written communications skills.
  • Strong individual initiative with the ability to take a proactive approach to assigned projects and new team initiatives.
  • Ability to think strategically and build on system capabilities.
  • Able to maintain a high level of confidentiality.
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