Global Investment Office Institutional Portfolio & Risk Analytics, Vice President

• Support the design and enhancement of a unified institutional reporting framework across segmentspensions 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 dashboards 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.

• 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.
• 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)
• 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.
• Graduate degree CFA CAIA and other professional designations are preferred

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley we raise manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Expected base pay rates for the role will be between $115000 and $205000 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which depending on the position may also include commission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion where individuals are hired developed and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate bringing a variety of backgrounds talents perspectives and experiences.

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