Fund Services Portfolio Analytics - Analyst

PowerToFly; Glasgow; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading financial services firm in Glasgow is seeking a Fund Services Portfolio Analytics Analyst/Associate to deliver performance and risk reporting solutions to Hedge Fund clients. The role involves analyzing client portfolios, preparing reports, and collaborating with IT teams. Ideal candidates will hold a degree in Quantitative Finance or a related field, and possess strong analytical skills, particularly with Excel and R. This role offers a unique opportunity to contribute to a vibrant local financial services industry.

Benefits

Comprehensive employee benefits and perks

Flexible working opportunities

Best-in-class training and development opportunities

Qualifications

• Open for new graduate or anyone up to 5 years of experience.
• Role will be determined based on appropriate experience.

Responsibilities

• Providing clients various portfolio performance metrics and portfolio risk analysis.
• Preparing customized portfolio analysis and reports with risk and performance calculations.
• Resolving client queries on various portfolio related performance and risk analysis.
• Creating new client reporting and portfolio analysis initiatives using Excel/VBA, R.
• Collaborating with IT to build automation and efficiency to daily processes.

Skills

Exceptional analytical and problem‑solving ability

Strong understanding of equities, fixed income and derivatives products

Hands‑on experience with Excel/VBA and/or R

Strong verbal and written communications skills

High attention to detail

Education

Undergraduate or master’s degree in Quantitative Finance/Maths/Statistics

Tools

Excel/VBA

R

Job description

Fund Services Portfolio Analytics - Analyst/Associate

Glasgow

Morgan Stanley is looking for a Fund Services Portfolio Analytics Analyst/Associate to provide performance, risk and reporting solutions to key Hedge Fund clientele, as part of the Portfolio Analytics group.

Morgan Stanley Fund Services (MSFS), a wholly owned subsidiary of Morgan Stanley, provides fund administration services to the world’s leading hedge funds. MSFS has over 1000 professionals with offices in New York, Dublin, London, Glasgow, Mumbai, Bengaluru and Hong Kong.

The Portfolio Analytics group of Morgan Stanley Fund Services focuses on providing Hedge Fund clientele solutions on performance measurement and attribution, monitoring and analysis of portfolio risk and providing other portfolio related analysis. The Portfolio Analytics group currently seeks a person who is interested in applying their analytical skills in the business area catering to Hedge Fund’s portfolio analysis.

At Morgan Stanley Glasgow, we support the Firm’s global Operations, Technology, Finance, Corporate, and Institutional Securities divisions. The Glasgow office, known for its excellence in process, client service & leadership, has led us to win numerous innovation and people awards. Morgan Stanley has been rooted in the Glasgow community since 2000, steadily contributing to the development of a vibrant local financial services and fintech industry. Everyone is encouraged to chart their own meaningful career and achieve goals with the support of our best‑in‑class training and development opportunities.

Key Responsibilities

• Providing clients various portfolio performance metrics and portfolio risk analysis.
• Preparing customized portfolio analysis and reports that involve risk and performance calculations.
• Resolving client queries on various portfolio related performance and risk analysis.
• Creating new client reporting and portfolio analysis initiatives using Excel/VBA, R.
• Collaborating with IT and our global team to build automation, scale and efficiency to daily processes.

Desired Skillset

• Exceptional analytical and problem‑solving ability
• Strong understanding of equities, fixed income and derivatives products.
• Hands‑on experience with Excel/VBA and/or R
• Strong verbal and written communications skills
• High attention to detail

Qualifications

• Undergraduate or master’s degree in Quantitative Finance/Maths/Statistics, or any other quantitative or financial‑based subject.
• Open for new graduate, or anyone up to 5 years of experience – role will be determined based on appropriate experience.

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 89 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – aren’t just beliefs, they guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Certified Persons Regulatory Requirements

If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Flexible Work Statement

Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

Equal Opportunities Employer

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.