Institutional Equity Division - Manager, Portfolio Analytics (Mumbai)

Morgan-Stanley; Mumbai; On-site; INR 1,800,000 - 3,200,000; Full time

Job summary

Morgan Stanley Fund Services in Mumbai is seeking a Portfolio Analytics Manager to lead performance and risk attribution for hedge fund portfolios using our in-house tools. You will collaborate with global teams in New York, Hong Kong and London to deliver client-focused insights.

The role requires strong Excel-VBA and R skills, with experience in equities, fixed income and derivatives. You will prepare customised client reports, drive automation, train new hires and help ensure business

Qualifications

• BE/BTech + MBA in Finance with 5+ years in financial services.
• Experience with hedge funds; CFA/FRM would be an advantage.
• Proficient in Excel-VBA and R for portfolio analytics.

Responsibilities

• Prepare client reports with risk and performance calculations.
• Help build automation to scale bespoke solutions using VBA or IT solutions.
• Train new hires and create backups for business continuity.

Skills

Excel-VBA

R

Financial modeling

Risk attribution

Hedge funds

Communication

Education

BE/BTech

MBA (Finance)

CFA/FRM

Tools

Python

Job description

Portfolio Analytics, Manager, Fund ServicesThe Portfolio Analytics team is currently seeking a candidate based in Mumbai who is interested in applying skills in the business area concerning performance and risk attribution for hedge fund portfolios using in-house analytical tools. The candidate is expected to apply business knowledge, process, and people management skills to effectively manage client deliverables. The role will include significant collaboration with teams across the globe, particularly in New York, Hong Kong, and London.The Portfolio Analytics group within Morgan Stanley Fund Services focuses on helping clients analyze, understand and report Investment risk and performance of client’s portfolios, provide portfolio transparency reporting, derivatives valuation and other portfolio analytics needs of Morgan Stanley’s global hedge fund clientele. We leverage the group’s proprietary web-based applications and work closely with hedge fund clients and other teams within the division.In the Morgan Stanley Fund Services division, we work with a global institutional client base to provide hedge funds, multi-asset class investors, family offices and private equity Firms with innovative product solutions.Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.What you’ll do in the role:Take responsibility of various day-to-day functions within the team to ensure timely clients deliverablesPrepare custom client reports that involve risk and performance calculationHelp in building automation to scale bespoke solutions for the clients using VBA coding or with IT solutionsStreamline existing processes by proactively engaging with relevant stakeholders to bring operational efficiencyActive participation and contribution in building new analytical toolsEnsure proper process training for new hires and create adequate backups for business continuityWhat you'll bring to the role:BE/BTech + MBA(Finance) with 5+ years of experience in financial services. Hedge funds experience along with CFA/FRM certification will be an added advantageHand-on Experience in coding language like Excel-VBA or R is requiredStrong understanding of equities, fixed income and derivatives productsExceptional analytical and problem-solving abilitySelf-motivator with strong verbal and written communications skillsAbility to take ownership of assigned task and drive it independentlyWHAT YOU CAN EXPECT FROM MORGAN STANLEY:At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo .