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Portfolio Analytics, Manager, ISG Operations

ExperiencedNo visa sponsorship
Morgan Stanley logo

at Morgan Stanley

Bulge Bracket Investment Banks

Posted 12 days ago

No clicks

**Portfolio Analytics Manager, ISG Operations** Manage Hong Kong & New York teams to deliver hedge fund performance & risk analytics. Key responsibilities: oversee client deliverables, create custom reports, automate solutions, and drive operational efficiency through process improvement. Ideal candidate holds an MBA (Finance) with 5+ years' experience in financial services, CFA/FRM certifications, VBA/R coding skills, and exceptional analytical/problem-solving abilities. Collaborate globally at Morgan Stanley Fund Services, supporting $700B across 350+ clients.

Compensation
Not specified

Currency: Not specified

City
Mumbai
Country
India

Full Job Description

Portfolio Analytics, Manager, ISG Operations
Were seeking someone to join our team as Manager who is based in Mumbai who is interested in applying skills in the business area concerning performance and risk attribution for hedge fund portfolios using in-house analytical tools. The candidate is expected to apply business knowledge, process, and people management skills to effectively manage client deliverables. The role will include significant collaboration with teams across the globe, particularly in New York, Hong

Established in 2004, Morgan Stanley Fund Services (MSFS) is a global business within the Institutional Equities Division (IED) that provides fund administration services for over $700billion in assets across 350+ hedge funds, private equity and large family offices clients. Our best-in-class offering includes accounting and investors services, portfolio analytics, middle-office functions, regulatory and financial reporting, and tax services. Delivering these services to our clients and their investors is a diverse team of 1,400 highly skilled employees across the globe based in New York, London, Glasgow, Dublin, Mumbai, Bengaluru, and Hong Kong. Joining MSFS, you will discover a dynamic environment where every day offers new opportunities for personal growth and innovation. Here at MSFS your career isnt just a job, its an incredible journey fueled by collaboration, challenge, and the chance to make a meaningful impact to our business, our clients, their investors and the wider Morgan Stanley franchise.

The Portfolio Analytics group within Morgan Stanley Fund Services focuses on helping clients analyze, understand and report Investment risk and performance of clients portfolios, provide portfolio transparency reporting, derivatives valuation and other portfolio analytics needs of Morgan Stanleys global hedge fund clientele. We leverage the groups proprietary web-based applications and work closely with hedge fund clients and other teams within the division.
In the Morgan Stanley Fund Services division, we work with a global institutional client base to provide hedge funds, multi-asset class investors, family offices and private equity Firms with innovative product solutions.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What youll do in the role:

  • Take responsibility of various day-to-day functions within the team to ensure timely clients deliverables
  • Prepare custom client reports that involve risk and performance calculation
  • Help in building automation to scale bespoke solutions for the clients using VBA coding or with IT solutions
  • Streamline existing processes by proactively engaging with relevant stakeholders to bring operational efficiency
  • Active participation and contribution in building new analytical tools
  • Ensure proper process training for new hires and create adequate backups for business continuity

What you'll bring to the role:

BE/ BTech + MBA(Finance) with 5+ years of experience in financial services. Hedge funds experience along with CFA/FRM certification will be an added advantage
Hand-on Experience in coding language like Excel-VBA or R is required
Strong understanding of equities, fixed income and derivatives products
Exceptional analytical and problem-solving ability
Self-motivator with strong verbal and written communications skills
Ability to take ownership of assigned task and drive it independently

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 what's best for our clients, communities and more than 80,000 employees in 1,200 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

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.

Portfolio Analytics, Manager, ISG Operations

Compensation

Not specified

City: Mumbai

Country: India

Morgan Stanley logo
Bulge Bracket Investment Banks

12 days ago

No clicks

at Morgan Stanley

ExperiencedNo visa sponsorship

**Portfolio Analytics Manager, ISG Operations** Manage Hong Kong & New York teams to deliver hedge fund performance & risk analytics. Key responsibilities: oversee client deliverables, create custom reports, automate solutions, and drive operational efficiency through process improvement. Ideal candidate holds an MBA (Finance) with 5+ years' experience in financial services, CFA/FRM certifications, VBA/R coding skills, and exceptional analytical/problem-solving abilities. Collaborate globally at Morgan Stanley Fund Services, supporting $700B across 350+ clients.

Full Job Description

Portfolio Analytics, Manager, ISG Operations
Were seeking someone to join our team as Manager who is based in Mumbai who is interested in applying skills in the business area concerning performance and risk attribution for hedge fund portfolios using in-house analytical tools. The candidate is expected to apply business knowledge, process, and people management skills to effectively manage client deliverables. The role will include significant collaboration with teams across the globe, particularly in New York, Hong

Established in 2004, Morgan Stanley Fund Services (MSFS) is a global business within the Institutional Equities Division (IED) that provides fund administration services for over $700billion in assets across 350+ hedge funds, private equity and large family offices clients. Our best-in-class offering includes accounting and investors services, portfolio analytics, middle-office functions, regulatory and financial reporting, and tax services. Delivering these services to our clients and their investors is a diverse team of 1,400 highly skilled employees across the globe based in New York, London, Glasgow, Dublin, Mumbai, Bengaluru, and Hong Kong. Joining MSFS, you will discover a dynamic environment where every day offers new opportunities for personal growth and innovation. Here at MSFS your career isnt just a job, its an incredible journey fueled by collaboration, challenge, and the chance to make a meaningful impact to our business, our clients, their investors and the wider Morgan Stanley franchise.

The Portfolio Analytics group within Morgan Stanley Fund Services focuses on helping clients analyze, understand and report Investment risk and performance of clients portfolios, provide portfolio transparency reporting, derivatives valuation and other portfolio analytics needs of Morgan Stanleys global hedge fund clientele. We leverage the groups proprietary web-based applications and work closely with hedge fund clients and other teams within the division.
In the Morgan Stanley Fund Services division, we work with a global institutional client base to provide hedge funds, multi-asset class investors, family offices and private equity Firms with innovative product solutions.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What youll do in the role:

  • Take responsibility of various day-to-day functions within the team to ensure timely clients deliverables
  • Prepare custom client reports that involve risk and performance calculation
  • Help in building automation to scale bespoke solutions for the clients using VBA coding or with IT solutions
  • Streamline existing processes by proactively engaging with relevant stakeholders to bring operational efficiency
  • Active participation and contribution in building new analytical tools
  • Ensure proper process training for new hires and create adequate backups for business continuity

What you'll bring to the role:

BE/ BTech + MBA(Finance) with 5+ years of experience in financial services. Hedge funds experience along with CFA/FRM certification will be an added advantage
Hand-on Experience in coding language like Excel-VBA or R is required
Strong understanding of equities, fixed income and derivatives products
Exceptional analytical and problem-solving ability
Self-motivator with strong verbal and written communications skills
Ability to take ownership of assigned task and drive it independently

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 what's best for our clients, communities and more than 80,000 employees in 1,200 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

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.