Investment Portfolio Analyst
Position Description
Morgan Stanley Investment Management, together with its investment advisory affiliates, has 563 investment professionals around the world and $338 billion in assets under management or supervision as of December 31, 2012. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Summary:
The Global Portfolio, Analysis and Reporting (GPAR) Team is seeking a highly motivated individual to join our New York team to support on-going portfolio analysis. This individual will be responsible for providing both standard and ad hoc reporting and analytics to colleagues throughout Investment Management. Analysis will focus primarily on portfolio attribution, composite construction and any basic performance related queries from MSIM Front Office. The individual should have a willingness and interest in continually expanding one's knowledge of the investment process, finance/economics, and applied investment analytical skills. The group has a strong, team-based orientation, yet relies upon its members to take responsibility and ownership of their coverage responsibilities and client base. Thorough professionalism in all technical and non-technical aspects of the position is required.
Key Responsibilities:
• Provide performance attribution, composite construction/oversight, and reporting for assigned areas of product coverage.
• Produce, verify, and approve standard attribution on a monthly basis. Respond to requests to compile custom analysis and detailed examination of calculations and output.
• Respond to ad hoc attribution requests. These reports are generally structured according to the specifications of the investment team and/or clients.
• One to one interaction with portfolio managers/analysts, product specialists, client service administrators, and other investment professionals on a variety of issues relating to investment performance and the decomposition of returns.
• Work with other colleagues in the global organization to streamline/increase efficiency and accuracy of the GPAR Team processes.
• Project work as needed relating to the GPAR Team.
Skills Required
Overall Requirements:
• Bachelors Degree in Accounting, Finance, Economics or a related field.
• 3-5 years of relevant experience.
• Working knowledge of the investment process and referential data for equity products.
• Asset management performance calculation and reporting experience.
• Experience in using FactSet, Bloomberg, and Lipper LANA. Additional proprietary tools are also used.
• Proficient analytical and problem solving skills along with a high attention to detail.
• Knowledge of Microsoft Office software.
• Excellent verbal and written communications skills.
• Highly proactive and energetic focus toward client service.
• Able to maintain a high level of confidentiality.
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