Risk Analyst, Specialty Solutions Group

Morgan-Stanley; Town of Islip (NY); On-site; USD 100,000 - 200,000; Full time

Job summary

Morgan Stanley Investment Management is seeking an experienced professional to support the equity portfolio management team in New York. The role focuses on portfolio construction, risk oversight, and quantitative analysis using Python-based tools.

Responsibilities include running trade simulations, building custom optimizations, and developing scalable workflows. Strong communication and collaboration across teams are essential.

Qualifications

• 5+ years of relevant investment experience.
• Strong analytical and numerical skills with high accuracy.
• Proficiency in Python and data-driven decision making.
• Understanding of equity factor investing and risk attribution.

Responsibilities

• Provide investment and portfolio risk analysis and support to portfolio managers.
• Utilize quantitative research to generate actionable investment insights.
• Run trade simulations and create custom portfolio optimizations.
• Build and maintain tools to source, analyze, and monitor data and portfolios.
• Automate portfolio management workflows and decision frameworks.
• Collaborate with technology, sales, operations, and marketing teams.

Skills

Python

Portfolio construction

Risk analysis

Quantitative analysis

Data sourcing

Education

CFA designation

PhD or advanced degree

Tools

FactSet

Bloomberg

Barra

Axioma

Job description

Morgan Stanley Investment ManagementAbout the GroupSpecialty 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 RoleWe 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 ResponsibilitiesProvide investment and portfolio risk analysis and support to portfolio managersUtilize quantitative research and analysis to generate actionable investment insights and support portfolio construction decisionsRun and assess trade simulations and create custom portfolio optimizations using Python-based softwareBuild and maintain custom tools to source, analyze, and monitor data and portfolios, and to surface insights and support the investment processDevelop, automate, and continuously improve portfolio management workflows and decision frameworks by identifying and implementing innovative, scalable solutionsCollaborate with technology, sales, operations, fund administration, and marketing teamsQualifications5+ years of relevant investment experienceCFA designation, PhD, or other relevant advanced degree in finance, economics, mathematics, statistics, engineering, computer science, or a related quantitative discipline preferredStrong analytical and critical thinking skills, with a demonstrated ability to perform quantitative analysis while functioning independently and with high degree of accuracyStrong problem-solving skills, with the ability to take ambiguous problems and develop practical, creative solutionsTechnically proficient, with strong coding skills (Python or other programming languages) and the ability to work with large and varied datasets and implement technical solutionsUnderstanding 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 environmentStrong communication skills, verbal and writtenExperience using FactSet and Bloomberg preferredWHAT 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 .