Senior Associate, Global Portfolio Analysis & Reporting

Company Profile:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment, and wealth management services. The Firm's employees serve clients worldwide, including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

In Investment Management, we deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors. 

What you’ll do in the role:

Morgan Stanley Investment Management Inc. is seeking a Senior Associate, Global Portfolio Analysis & Reporting in New York, NY to generate recurring reports and create custom analysis that summarize business, financial, and/or economic data for review by executives, managers, clients, and other stakeholders. Work with portfolio managers, marketing and sales on all ad hoc client queries and highlight performance drivers. Enhance existing client and internal reporting for affiliated businesses. Respond to ad hoc contribution, attribution, characteristics, peer analytics, ex post performance and risk statistics requests and perform custom analysis and detailed examinations. Monitor and highlight key performance drivers to senior management. Ensure and improve data integrity and quality. Collaborate with IT and project management teams to re-engineer processes and increase effectiveness of existing reports. Telecommuting permitted up to 1 day per week.

What you’ll bring to the role:

-Requires a Bachelor’s in Business Administration, Business Intelligence, Computer Science, or a related field

-Requires five (5) years of experience in the position offered or five (5) years as a Senior Associate, Associate, or a related occupation

-Requires four (4) years of experience with the following skills:

• Traditional asset management investments including: cash equities, fixed income, FX forwards and derivatives;
• Conducting performance calculation;
• Developing and reviewing reporting data;
• Attribution theory and practice;
• Analyzing the performance and sector attribution using third party tools;
• Serving as a product owner and leading development to design;
• Building and improving scalable data products, services, and capabilities;
• Working with stakeholders to identify customer needs and developing user-focused reports and solutions;
• Advanced Excel, including designing, creating, and maintaining complex spreadsheets, power queries, reports, and charts;
• SQL and data visualization tools including: Tableau;
• Developing strategic plans for data-driven initiatives.

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 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 https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $145,000 and $160,000 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.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.