Global Portfolio Analytics & Attribution Lead

474 MS Services Group, Inc.

New York (NY)

On-site

USD 82,000 - 133,000

Full time

14 days+

Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Job summary

Morgan Stanley’s Global Portfolio Analysis and Reporting (GPAR) team seeks an Associate/Senior Associate to deliver performance and attribution analytics for Equity and Fixed Income portfolios. You will collaborate with investment teams, risk, sales & marketing, and senior management to provide both standard and bespoke analyses, ensuring data integrity and driving process improvements.

You will develop expertise in attribution theory, returns decomposition, and ex-post risk analytics, while

Qualifications

2–5 years of relevant experience in asset management performance, risk analytics, or portfolio analysis.
Sound understanding of attribution theory, performance calculation standards, and ex‑post risk analytics.
Ability to interpret the performance impact of various transactions and corporate actions, including knowledge of alternative return calculations.
Thorough knowledge of a wide range of financial instruments and investment strategies, including equities, fixed income, derivatives, multi‑asset, and alternatives (mutual funds, hedge funds, private equity).
Excellent written and verbal communication skills, with the ability to explain complex technical matters clearly.

Responsibilities

Generate standard and bespoke performance attribution and contribution analyses for Equity and Fixed Income strategies.
Monitor and highlight key performance drivers to senior management.
Produce ex-post risk analytics, portfolio characteristics, and competitive analyses across asset classes.
Write interpretive commentary on the reports produced, and design new reports that inform decision‑making at MSIM.
Play an active role in data integrity and process improvements.