Senior Associate, Global Portfolio Analytics & Attribution

Morgan-Stanley; Town of Islip (NY); On-site; USD 82,000 - 133,000; Full time

Job summary

Morgan Stanley is seeking an Associate/Senior Associate for Global Portfolio Analysis and Reporting (GPAR) to perform performance, attribution, and ex‑post risk analytics focused on Equity and Fixed Income portfolios. You will partner with investment teams, risk, and senior management to deliver both standard and bespoke analyses.

You will develop expertise in attribution theory and return decomposition, own day‑to‑day deliverables, and drive data integrity and process improvements within the

Qualifications

• 2–5 years of asset management performance, risk analytics, or portfolio analysis experience.
• Strong understanding of attribution theory and performance calculation standards.
• Ability to interpret performance impact of transactions and corporate actions.
• Knowledge of a wide range of instruments and strategies (equities, fixed income, derivatives, multi‑asset, alternatives).
• Excellent written and verbal communication; detail‑oriented and proactive.

Responsibilities

• Generate standard and bespoke performance attribution and contribution analyses for Equity and Fixed Income portfolios.
• Monitor and highlight key performance drivers to senior management.
• Produce ex‑post risk analytics, portfolio characteristics, and comparative analyses across asset classes.
• Write interpretive commentary and design new reports to inform decision‑making at MSIM.
• Ensure data integrity and quality; develop analytical tools for efficient reporting.
• Collaborate with Technology to re‑engineer processes and harmonize reporting.

Skills

Performance attribution

Risk analytics

Portfolio analysis

Attribution theory

Excel

Python

SQL

Tableau

Power BI

Education

Bachelor’s degree in Finance/Economics/Accounting

CFA/CIPM preferred

Tools

FactSet

BlackRock Aladdin

Bloomberg

Job description

Morgan Stanley is seeking an Associate/Senior Associate for Global Portfolio Analysis and Reporting (GPAR) to perform performance, attribution, and ex‑post risk analytics focused on Equity and Fixed Income portfolios. You will partner with investment teams, risk, and senior management to deliver both standard and bespoke analyses.

You will develop expertise in attribution theory and return decomposition, own day‑to‑day deliverables, and drive data integrity and process improvements within the