Technical Portfolio Specialist/ Assistant Portfolio Manager
Position Description
The Global Asset Allocation team at Morgan Stanley Investment Management is looking to fill a Technical Portfolio Specialist/Assistant Portfolio Manager role at the Analyst/Associate level. Past experience is not a prerequisite, but resourcefulness and willingness to learn about and creatively integrate firm operations systems are important.
The Global Asset Allocation team applies a top-down macro investing approach across a variety of asset classes, including global stocks, bonds, currencies and commodities. The team manages over $10bn in assets for a diverse range of clients in both on and offshore mutual funds, a hedge fund, and separately managed institutional accounts.
Key job functions:
• Trade construction: working with PMs and traders to construct trades based on portfolio changes and to implement portfolio rebalancing
• Risk: manage investment team risk reporting (daily/weekly runs, updates based on target changes, enhance team risk reporting, work with risk team to improve risk metrics)
• Performance and attribution: work with PMs and portfolio specialists to run, analyze and interpret performance attribution reporting (both investment team's and performance teams') for portfolio management and client reporting purposes
• Position reporting: work with portfolio specialists and operations teams to improve and broaden position reporting for PMs and clients
• Liquidity reporting and monitoring: design, create and run reports addressing liquidity of positions held by the team's funds
• Ad hoc projects and requests
Skills Required
Skills:
• Bachelors degree required. CFA or progress toward it a plus.
• Resourcefulness and ability to think creatively is extremely important.
• 1-3 years relevant investment experience on either buy-side or sell-side, with particular experience working with accounting and trading systems for top-down, multi-asset investment strategies a plus (but not required)
• Basic understanding of financial instruments such as futures, bonds, swaps, FX forwards, etc.
• Strong analytical and quantitative skills.
• Thorough knowledge of and expertise in working with excel
• Experience working with financial market data sources (Factset, Bloomberg, etc.)
• Ability to work independently and to coordinate efforts across teams within a large firm
• Excellent written and oral communication skills.
• Time management skill, attention to detail.
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