Institutional Equity Division – Associate​/Director, Fund Services - Portfolio Analytics

Portfolio Analytics, Associate/Director

Morgan Stanleyislookingfora Fund Services Portfolio Analytics Associateor Directortoprovideperformance ,riskandreportingsolutionstokey

Hedge

Fundclientele,aspartofthe

Portfolio

Analyticsgroup.

Established in
2004,Morgan Stanley Fund Services (MSFS) isaglobalbusinesswithinthe

Institutional Equities Division (IED) thatprovidesfundadministrationservicesforover $700billioninassetsacross
350+hedge funds,privateequityandlargefamilyofficeclients.

Ourbest‑in‑classofferingincludesaccountingandinvestorsservices,portfolio analytics,middle‑office functions,regulatoryandfinancialreporting,andtaxservices.

Deliveringtheseservicestoourclientsandtheirinvestorsisadiverseteamof1,400highlyskilledemployeesacrosstheglobebasedin

NewYork,London,Glasgow,Dublin,Mumbai,Bengaluru,andHongKong.

JoiningMSFS,youwilldiscoveradynamicenvironmentwhereeverydayoffersnewopportunitiesforpersonalgrowthandinnovation.

HereatMSFSyourcareerisn’tjustajob,it’sanincrediblejourneyfueledbycollaboration,challenge,andthechancetomakeameaningfulimpacttoourbusiness,our clients,theirinvestorsandthewider

Morgan

Stanleyfranchise.

TheMSFSPortfolio

Analyticsteamisanenergetic,globallyconnectedgroupdrivinginnovationinportfolioanalyticsforourclients.

Aspartoftheteam,youwillcollaboratewithcolleaguesandourclientstodeliverimpactfulriskandperformanceanalysis,ensuringclientshavetheinsightstheyneedtosucceed.

ThisdifferentiatingMSFSserviceprovidescustomizedanalyticstomeetthecomplexneedsofourclients.

Theteamprovidesopportunitiestoleadnewwaysofthinkingandactivelycontributestodevelopingnewanalyticaltoolsthroughdevelopingnewad‑hocscriptsandworkingwithourtechnologycolleaguestobuildnewtools.

Wevalueproblem‑solving,continuous learning,andcreativethinking.

Ourexceptionaltalentispassionateaboutdata,eagertoinnovate,andreadytohelpshapethefutureofouranalytics.

Ifyouwanttomakemeaningfulcontributionsforourclients,thePortfolio

Analyticsteamofferstheperfectopportunitytomakeyourmark.

• 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 portfolios
• 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

• 2-8 years of related work experience in portfolio analytics functions
• Bachelor’s/Master’s degree within a quantitative/economics/finance field
• Interest in finance, capital markets, portfolio analysis, statistics & technology is preferred
• 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

• Strong knowledge of Microsoft Excel is required
• Ability to manipulate and do computations on financial data sets using a programming language such as R or Python

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.

To learn more about our offices across the globe, please copy and paste  into your browser.

Expectedbasepayratesfortherolewillbebetween $90,000and $200,000peryearatthecommencementofemployment. 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…