Global Portfolio Attribution & Risk Lead

PowerToFly; New York (NY); On-site; USD 82,000 - 133,000; Full time

Job summary

Morgan Stanley’s Global Portfolio Analysis and Reporting team seeks an Associate/Senior Associate to deliver performance attribution and ex-post risk analytics for Equity and Fixed Income portfolios in New York. You will partner with investment teams, risk, and senior management on both standard and bespoke analyses.

You will own day-to-day deliverables, ensuring data integrity, and help design efficient reporting tools while advancing automation and AI-enabled insights across asset classes.

Qualifications

• 2–5 years of asset management performance, risk analytics, or portfolio analysis.
• Strong understanding of attribution theory, performance calculation standards, and ex-post risk analytics.
• 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.

Skills

Attribution theory

Excel advanced

Python

SQL

Tableau

Power BI

Communication

Education

Bachelor's degree in Finance/Economics/Accounting

CFA or CIPM (progress towards)

Tools

FactSet

BlackRock Aladdin

Bloomberg

Tableau

Power BI

Job description

Morgan Stanley’s Global Portfolio Analysis and Reporting team seeks an Associate/Senior Associate to deliver performance attribution and ex-post risk analytics for Equity and Fixed Income portfolios in New York. You will partner with investment teams, risk, and senior management on both standard and bespoke analyses.

You will own day-to-day deliverables, ensuring data integrity, and help design efficient reporting tools while advancing automation and AI-enabled insights across asset classes.