Risk Analyst, Specialty Solutions Group

Morgan Stanley; New York (NY); On-site; USD 100,000 - 200,000; Full time

Job summary

Morgan Stanley Investment Management seeks an experienced professional to support the equity portfolio management team, focusing on portfolio construction and risk management. Responsibilities include portfolio and investment analysis, risk oversight, and portfolio construction support using risk models, quantitative analysis, optimization tools, and tax management.

The candidate will run and assess trade simulations, develop custom portfolio optimizations with Python-based software, and build

Qualifications

• 5+ years of investment experience required.

Responsibilities

• Provide investment and portfolio risk analysis and support to portfolio managers
• Utilize quantitative research and analysis to generate actionable investment insights and support portfolio construction decisions
• Run and assess trade simulations and create custom portfolio optimizations using Python-based software
• Build and maintain custom tools to source, analyze, and monitor data and portfolios, and to surface insights and support the investment process
• Develop, automate, and continuously improve portfolio management workflows and decision frameworks by identifying and implementing innovative, scalable solutions
• Collaborate with technology, sales, operations, fund administration, and marketing teams

Skills

Investment experience

Data analysis

Quantitative analysis

Equity risk models

Communication skills

Collaboration

Problem solving

Analytical thinking

Education

CFA or PhD or advanced quantitative degree

Tools

Python

FactSet

Bloomberg

Job description

Morgan Stanley Investment Management

About the Group
Specialty Solutions Group (SSG) oversees over $90B in assets and is one of few fastest growing businesses at MSIM. The group brings together equity and real estate investment professionals who manage investment strategies for tax-sensitive investors.

About the Role

We are seeking an experienced professional to support the equity portfolio management team, focusing on portfolio construction and risk management. Responsibilities include portfolio and investment analysis, risk oversight, and portfolio construction support using risk models, quantitative analysis, optimization tools, and tax management.

Key Responsibilities

• Provide investment and portfolio risk analysis and support to portfolio managers
• Utilize quantitative research and analysis to generate actionable investment insights and support portfolio construction decisions
• Run and assess trade simulations and create custom portfolio optimizations using Python-based software
• Build and maintain custom tools to source, analyze, and monitor data and portfolios, and to surface insights and support the investment process
• Develop, automate, and continuously improve portfolio management workflows and decision frameworks by identifying and implementing innovative, scalable solutions
• Collaborate with technology, sales, operations, fund administration, and marketing teams

Qualifications

• 5+ years of relevant investment experience
• CFA designation, PhD, or other relevant advanced degree in finance, economics, mathematics, statistics, engineering, computer science, or a related quantitative discipline preferred
• Strong analytical and critical thinking skills, with a demonstrated ability to perform quantitative analysis while functioning independently and with high degree of accuracy
• Strong problem-solving skills, with the ability to take ambiguous problems and develop practical, creative solutions
• Technically proficient, with strong coding skills (Python or other programming languages) and the ability to work with large and varied datasets and implement technical solutions
• Understanding of equity factor investing, portfolio construction, and risk attribution. Working knowledge of equity risk models and portfolio optimization preferred (such as Barra or Axioma)
• Proactive and self-motivated, with an excellent work ethic and the ability to manage multiple priorities in a fast-paced environment
• Strong communication skills, verbal and written
• Experience using FactSet and Bloomberg 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 $100,000 and $200,000 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 .