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_Morgan Stanley Investment Management_

Position: Analyst/Associate – Equity / Fixed Income Performance Analytics

Summary:

The Global Portfolio Analysis and Reporting (GPAR) Team is part of the Global Risk & Analysis team at MSIM and is responsible for performance and risk portfolio analytics for internal and external clients. Activities covered by the team include portfolio return attribution, ex-post risk analytics, portfolio characteristics, competitive analysis.

GPAR is seeking a highly motivated individual to join our Mumbai team. As Analyst/Associate of attribution and performance analytics, you will work closely with the investment teams, risk team, sales & marketing, senior management to provide both standard and bespoke performance analyses, with a focus on Fixed Income and Equity portfolios. You will also play a lead role in various functional integration initiatives related to businesses acquired by MSIM.

Key Responsibilities:

· Generate standard and bespoke performance attribution / contribution analyses.

· Monitor and highlight key performance drivers to senior management.

· Contribute to integration efforts to consolidate and harmonize attribution reporting across various MSIM businesses.

· Design and enhance analytical tools to enable efficient reporting and access to data.

· Play an active role in ensuring and improving data integrity/quality.

· Significant one to one interaction with investment team members, product specialists, client service administrators, and other investment professionals on a variety of analyses relating to investment performance and the decomposition of returns.

· Collaborate with the Information Technology team to re-engineer processes and increase effectiveness of existing reporting.

· Candidate should also be capable of writing interpretive commentary to the reports being produced; presenting reports and interpretations to senior management; and designing new reports that influence the executive decision-making process at MSIM.

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Overall Requirements:

· Bachelor’s Degree in Accounting, Finance, Economics or a quantitative field.

· 1-5 years of relevant experience.

· Demonstrate thorough knowledge of both traditional asset management and alternatives investments (derivatives, fixed income, cash equities, mutual funds, hedge funds, private equity).

· Experience in using FactSet, Blackrock Aladdin, Bloomberg, and other performance attribution vendor systems is preferred. Additional proprietary tools are also used.

· Understanding of basic accounting principles - ability to interpret performance impact of various transactions and corporate actions.

· Asset management performance calculation knowledge, including of alternatives return calculations.

· Understanding of attribution theory and practice

· Advanced knowledge of Excel, including designing, creating, and maintaining complex spreadsheets, power queries, reports, and charts.

· Python, SQL, data visualization tools (Tableau, Power BI) desired.

· Prior experience with driving process efficiencies is desired.

· Intellectual curiosity along with excellent problem-solving skills and high attention to detail.

· Excellent verbal and written communications skills.

· Strong individual initiative with the ability to take a proactive approach to assigned projects and new team initiatives.

· Ability to think strategically and build on system capabilities.

· Able to maintain a high level of confidentiality.

“Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents.”

Job: *Portfolio Analysis

Title: Analyst/Associate - Global Portfolio Analysis and Reporting (GPAR) (Investment Management)

Location: Non-Japan Asia-India-Maharashtra-Mumbai (MSA)

Requisition ID: 3254000