Morgan Stanley

Manager - Portfolio Analytics - Mumbai

Posted On

Feb. 25, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

April 23, 2025

Job Description

JOB DESCRIPTION

___________________________________________________________________________

Job Title: Manager, Portfolio Analytics team

Department: Morgan Stanley Fund Services

Location: Mumbai

Description

Morgan Stanley Fund Services (MSFS), a wholly owned subsidiary of Morgan Stanley, provides fund administration services to the world’s leading hedge funds. With over $500+ billion in Assets under Administration, the division employs over 1,400 professionals globally, with offices in New York, Dublin, London, Hong Kong, Mumbai, Glasgow and Bangalore.

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.

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.

Key responsibilities

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

Desired skillset/qualifications

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

The role requires working in shift from 12 pm – 9 pm or 1 pm - 10 pm and following US Holiday calendar

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize 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 dedication to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our 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 our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize 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.

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