Portfolio Analytics, Vice President, ISG Operations

Morgan Stanley; India; On-site; INR 4,000,000 - 6,000,000; Full time

Job summary

Morgan Stanley in Mumbai, India, seeks a Vice President for Portfolio Analytics to lead a team delivering performance and risk attribution for hedge fund portfolios. You will guide analysts, collaborate with IT on analytical tools, and work with global teams to provide client solutions.

Requires a Master’s in Finance/Statistics with 10+ years in financial services; Hedge funds experience and CFA/FRM are advantages. Strong leadership, communication, and technical skills are essential for success.

Qualifications

• Master’s degree in Finance/Statistics with 10+ years in financial services.
• Hedge funds experience; CFA/FRM certification adds advantage.
• Exceptional analytical and problem-solving ability.
• Hands-on experience managing teams.
• Strong understanding of equities, fixed income and derivatives.
• Experience coding in Excel-VBA and/or R.
• Own and drive tasks independently; strong communication skills.

Responsibilities

• Manage a team of 4-5 analysts performing hedge fund portfolio analysis.
• Provide guidance to ensure timely client deliverables.
• Supervise development and maintenance of proprietary analytical tools with IT.
• Guide the team in interactions with global clients and teams.
• Streamline processes with stakeholders to improve operational efficiency.
• Contribute to building new analytical offerings.

Skills

Leadership

Analytical thinking

Team management

Communication

Education

Master’s in Finance/Statistics

CFA/FRM certification a plus

Tools

Excel-VBA

R

Job description

Portfolio Analytics, Vice President, ISG Operations

We're seeking someone to join our team as a Vice President who based in Mumbai, India 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 a team of professionals engaged in delivering client solutions along with contributing in individual capacity to client's ask and projects. The role will include significant collaboration with teams across the globe, particularly in New York, Hong Kong, and London.

Established in 2004, Morgan Stanley Fund Services (MSFS) is a global business within the Institutional Equities Division (IED) that provides fund administration services for over $700billion in assets across 350+ hedge funds, private equity and large family offices clients. Our best-in-class offering includes accounting and investors services, portfolio analytics, middle-office functions, regulatory and financial reporting, and tax services. Delivering these services to our clients and their investors is a diverse team of 1,400 highly skilled employees across the globe based in New York, London, Glasgow, Dublin, Mumbai, Bengaluru, and Hong Kong. Joining MSFS, you will discover a dynamic environment where every day offers new opportunities for personal growth and innovation. Here at MSFS your career isn’t just a job, it’s an incredible journey fueled by collaboration, challenge, and the chance to make a meaningful impact to our business, our clients, their investors and the wider Morgan Stanley franchise.

The MSFS Portfolio Analytics team is an energetic, globally connected group driving innovation in portfolio analytics for our clients. As part of the team, you will collaborate with colleagues and our clients to deliver impactful risk and performance reports, ensuring clients have the insights they need to succeed.

This differentiating MSFS service provides customized analytics to meet the complex needs of our clients. The team provides opportunities to lead new ways of thinking and actively contributes to developing new analytical tools through developing new ad-hoc scripts and working with our technology colleagues to build new tools. We value problem-solving, continuous learning, and creative thinking.

Our exceptional talent is passionate about data, eager to innovate, and ready to help shape the future of our analytics. If you want to make meaningful contributions for our clients, the Portfolio Analytics team offers the perfect opportunity to make your mark.

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:

• Manage a team of 4-5 professionals performing analysis on Hedge Fund clients portfolios

• Provide guidance and supervision on day-to-day activities to ensure timely clients deliverables

• Supervise discussion with IT colleagues in maintenance and improvement of various proprietary analytical tools

• Guide the team in interactions with global team and clients on analytics offerings

• Streamline existing processes by proactively engaging with relevant stakeholders thereby bringing operational efficiency

• Active participation and contribution in building new analytical offerings

What you’ll bring to the role:

• Master’s degree in Finance/Statistics with 10+ years of experience in financial services. Hedge funds experience along with CFA/FRM certification will be an added advantage

• Exceptional analytical and problem-solving ability

• Hands on experience in successfully managing teams

• Strong understanding of equities, fixed income and derivatives products

• Experience of coding language like Excel-VBA and/or R

• Ability to take ownership of assigned task and drive it independently

• Self-motivator with strong verbal and written communications skills

The role requires flexibility to work in different shift timings.

WHAT 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.