Portfolio Analytics, Manager, Fund Services
The Portfolio Analytics team is currently seeking a candidate 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 Kong, and London.
The Portfolio Analytics group within Morgan Stanley Fund Services focuses on helping clients analyze, understand and report Investment risk and performance of client’s portfolios, provide portfolio transparency reporting, derivatives valuation and other portfolio analytics needs of Morgan Stanley’s global hedge fund clientele. We leverage the group’s 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 you’ll 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 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.
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.
Skills Required
- BE/BTech and MBA in Finance
- 5+ years of experience in financial services
- Hands-on experience with Excel VBA or R
- Strong understanding of equities, fixed income, and derivatives products
- Hedge fund experience
- CFA or FRM certification
- Strong analytical and problem-solving abilities
- Strong verbal and written communication skills
- Ability to work independently and take ownership of assigned tasks
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
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Healthcare Strength — Health coverage is characterized as comprehensive, with medical, dental, vision, and added supports like One Medical and mental-health sessions. Feedback suggests the overall package is strong to excellent for a large financial-services employer.
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Retirement Support — Retirement programs include a 401(k) with company matching and related financial benefits. These features are frequently highlighted as part of a broad, competitive package.
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Parental & Family Support — Family benefits are noted for generous paid parental leave, fertility support, and caregiver leave. Feedback suggests these offerings stand out as a strength within the package.
Morgan Stanley Insights
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
