Vice President - Risk Analysis, Specialty Solutions Group

Specialty Solutions Group (SSG) oversees over $90B in assets and is one of few fastest growing businesses  group brings together equity and real estate investment professionals who manage investment strategies for tax-sensitive investors.

We are seeking an experienced professional to support the equity portfolio management team, focusing on portfolio construction and risk management. Responsibilities include portfolio and investment analysis, risk oversight, and portfolio construction support using risk models, quantitative analysis, optimization tools, and tax management.

• Provide investment and portfolio risk analysis and support to portfolio managers
• Utilize quantitative research and analysis to generate actionable investment insights and support portfolio construction decisions
• Run and assess trade simulations and create custom portfolio optimizations using Python-based software
• Build and maintain custom tools to source, analyze, and monitor data and portfolios, and to surface insights and support the investment process
• Develop, automate, and continuously improve portfolio management workflows and decision frameworks by identifying and implementing innovative, scalable solutions
• Collaborate with technology, sales, operations, fund administration, and marketing teams

• 5+ years of relevant investment experience
• CFA designation, PhD, or other relevant advanced degree in finance, economics, mathematics, statistics, engineering, computer science, or a related quantitative discipline preferred
• Strong analytical and critical thinking skills, with a demonstrated ability to perform quantitative analysis while functioning independently and with high degree of accuracy
• Strong problem-solving skills, with the ability to take ambiguous problems and develop practical, creative solutions
• Technically proficient, with strong coding skills (Python or other programming languages) and the ability to work with large and varied datasets and implement technical solutions
• Understanding of equity factor investing, portfolio construction, and risk attribution. Working knowledge of equity risk models and portfolio optimization preferred (such as Barra or Axioma)
• Proactive and self-motivated, with an excellent work ethic and the ability to manage multiple priorities in a fast-paced environment
• Strong communication skills, verbal and written
• Experience using Fact Set and Bloomberg preferred

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve 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 - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you’ll 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.

There’s 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…