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, including data entry, and initial content production by our teams. Additionally, you will handle aggregate reporting of client performance metrics and various portfolio metrics, providing a high-level overview of client exposures across different client types. Your role will also involve initial manager selection and screening using quant tools for OCIO/MSFO Institutional Private Label UMA and Private Investments, as well as advanced multi-asset class attribution with quarterly investment commentary. To qualify for this role, you should have 6 months to 2 years of relevant work experience for the Analyst position, along with a Bachelor's degree preferably in Computer Science, Math, or Statistics. Strong analytical and quantitative skills, exceptional attention to detail, and an interest in understanding the investment process are essential. You should have knowledge of portfolio management concepts, including asset allocation, portfolio construction, and performance analysis. Proficiency in Microsoft Office tools such as Excel, PowerPoint, and Word is required, and familiarity with Power BI dashboard and reporting, automation, and VBA/Excel Macro knowledge would be advantageous. Experience with databases, data sourcing from multiple systems, and the ability to analyze and summarize data accurately are important. You must demonstrate strong multitasking abilities, work well in a fast-paced environment, possess organizational and project management skills, and display a proactive and hard-working attitude with professional accountability. Collaborative teamwork and effective interaction with other teams across the firm are also key aspects of this role. At Morgan Stanley, you can expect a commitment to maintaining first-class service and high standards of excellence that have defined the company for over 89 years. The core values of putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back guide the decisions made every day. Working at Morgan Stanley offers you the opportunity to collaborate with talented and innovative individuals in a supportive and empowering environment. The company values diversity and inclusion, supporting employees and their families by providing attractive employee benefits and perks. There are ample opportunities for advancement within the business for those who demonstrate passion and dedication in their work. Morgan Stanley is an equal opportunities employer, dedicated to providing a supportive and inclusive environment where individuals can achieve their full potential. The company's workforce is skilled and creative, with employees representing diverse backgrounds, talents, perspectives, and experiences from global communities. The strong commitment to an inclusive culture is evident through the focus on recruiting, developing, and promoting individuals based on their skills and talents.,

Posted 1 week ago

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