OCIO Client Reporting & Oversight, WM Global Investment Office, Associate, Wealth Management Morgan Stanley

3.0 - 7.0 years

0 Lacs

maharashtra

On-site

As a Portfolio and Performance Analyst at Morgan Stanley based in Mumbai, you will be responsible for supporting a variety of portfolio and performance analytics and reporting for the Outsourced Chief Investment Office (OCIO) team. Your role will involve providing custom portfolio management solutions for institutions and ultra-high net worth investors. Key Responsibilities: - Produce quarterly (or monthly) insights for client meeting decks, including performance attribution, portfolio & manager level commentary, and other key items - Run analytics and create/maintain dashboards to facilitate the investment process, including data entry and initial content production - Aggregate reporting of...

Posted 1 day ago

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Analyst- Client Reporting & Oversight (Wealth Management) Morgan Stanley

0.0 - 3.0 years

0 Lacs

maharashtra

On-site

The role is located in Mumbai and is responsible for supporting a range of portfolio and performance analytics and reporting tasks for the Outsourced Chief Investment Office (OCIO) team. This team delivers customized portfolio management solutions for institutions and ultra-high net worth investors. Your primary responsibilities will include conducting Portfolio/Performance Analytics & Reporting to generate quarterly or monthly insights for client meeting decks. This involves tasks such as performance attribution, portfolio and manager-level commentary, and other essential items. You will also be involved in running analytics, creating and maintaining dashboards to aid the investment process...

Posted 1 month ago

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