Global Investment Office - Institutional Portfolio & Risk Analytics, Vice President

Morgan Stanley; New York (NY); On-site; USD 115,000 - 205,000; Full time

Job summary

Morgan Stanley Wealth Management seeks a Vice President to lead institutional portfolio and risk analytics within the OCIO and Family Office framework. You will design and implement analytics platforms, translate PM needs into dashboards and reports, and collaborate across Technology, Data Engineering and Client Advisory teams to scale insights.

The role requires 6–8 years in performance analytics or institutional reporting, strong knowledge of asset classes, and excellent communication skills

Qualifications

• 6–8 years of relevant work experience in performance analytics or institutional reporting.
• Deep understanding of investment products and asset classes.
• Knowledge of portfolio management concepts including risk and performance analysis.
• Experience with investment/wealth management data analysis tools is a plus (Aladdin, PARis, Addepar, PFaroe, Barra, Bloomberg, FactSet, Morningstar).
• Advanced skills in PowerPoint and Excel, including VBA macros.
• Strong verbal and written communication skills and detail orientation.

Responsibilities

• Support the design and enhancement of a unified institutional reporting framework across segments.
• Develop conceptual frameworks for advanced portfolio analytics including attribution, benchmarking, active risk and tracking error decomposition.
• Identify opportunities to improve reporting processes and tools, leveraging technology to enhance data points and visualizations.
• Translate portfolio manager needs into functional requirements for the PM dashboard, including metrics and workflow definitions.
• Help PMs interpret how positioning aligns with objectives, guidelines and risk budgets.
• Contribute to the dashboard’s design, functionality, prototype validation and quality control checks.
• Partner with Technology and Data Engineering to define data requirements, metric definitions and tool integration.
• Contribute to governance frameworks by ensuring consistency and rigor in analytics definitions and methodologies.

Skills

Performance analytics

Portfolio construction

Multi-asset research

Institutional reporting

Education

Bachelor's degree

Graduate degree / CFA / CAIA

Tools

Aladdin

PARis

Addepar

PFaroe

Barra

Bloomberg

FactSet

Morningstar

Job description

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Position Summary

The Institutional Portfolio & Risk Analytics team at Morgan Stanley Wealth Management is a newly formed organization and will be pivotal in supporting the Outsourced Chief Investment Officer (OCIO) and Family Office businesses. As a Vice President in this team, you will be at the forefront of driving strategic initiatives and fostering innovation in portfolio and risk analytics. This organization will shape the strategy and design of institutional reporting frameworks and will develop next-generation institutional portfolio & risk analytics platforms.

Your role will require a deep understanding of risk, performance, and portfolio analytics. You will be expected to translate portfolio management needs into scalable analytics solutions, working closely with team leads, Portfolio Managers, Technology, Client Advisory teams, and other organizations. This position demands a collaborative approach to enhance portfolio performance, scalability, and risk management. This role is ideal for someone who excels at analytics, understands multi-asset portfolio construction, and communicates clearly with investment teams.

Responsibilities:

• Support the design and enhancement of a unified institutional reporting framework across segments–pensions, E&F, UHNW, and family offices.
• Develop conceptual frameworks for advanced portfolio analytics including attribution, benchmarking, active risk and tracking error decomposition, factor exposures, liquidity analysis, and guideline monitoring.
• Identify opportunities to improve reporting processes and tools, leveraging technology to enhance data points and visualizations, including automation where possible.
• Translate portfolio manager needs into functional requirements for the PM dashboard, including metrics, calculations, workflow, and visual design specifications.
• Help PMs interpret how positioning aligns with objectives, guidelines, and risk budgets.
• Contribute to the dashboard’s design, functionality, prototype validation, and quality control checks.
• Partner with Technology and Data Engineering to define data requirements, metric definitions, and tool integration.
• Contribute to governance frameworks by ensuring consistency and rigor in analytics definitions, methodologies, and quality standards.

Knowledge and Skills:

• 6-8 years of relevant work experience in performance analytics, portfolio construction, multi-asset research, or institutional reporting.
• Deep understanding of investment products, asset classes (public and private markets), and financial markets.
• Firm understanding of portfolio management concepts including asset allocation, modern portfolio theory, portfolio construction, manager selection, risk management, performance and risk analysis.
• Knowledge and experience in investment/wealth management data analysis tools and platforms is a plus (e.g., Aladdin, PARis, Addepar, PFaroe, Barra, Bloomberg, FactSet, Morningstar)
• Advance skills in PowerPoint and Excel (read, write, interpret, and audit VBA); experience with macros.
• Strong verbal and written communication skills
• Detail-oriented, with the ability to multitask and handle multiple priorities
• Desire and willingness to learn and collaborate within a close-knit team.
• Proactive and hardworking, with strong professional accountability

Qualifications:

• Undergraduate degree is required.
• Graduate degree, CFA, CAIA and other professional designations are preferred

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.

Expected base pay rates for the role will be between $115,000 and $205,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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.