Senior Institutional Reporting Analyst

711 MS Smith Barney, LLC; Town/Village of Harrison (NY); In loco; USD 69.000 - 115.000; Tempo pieno

Descrizione del lavoro

Morgan Stanley Wealth Management is seeking a professional to join the Institutional Reporting Team. You will maintain performance data accuracy, generate monthly and quarterly reports, and collaborate with internal teams to deliver timely client insights.

Responsibilities include reconciling data, automating processes, and supporting cross functional reporting initiatives for institutional and ultra-high-net-worth clients.

Competenze

• 3+ years portfolio accounting or investment reporting experience serving institutional and ultra-high-net-worth clients.
• Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution.
• FINRA Series 7 and 66 a plus; CFA/CIPM progress preferred, but not required.

Mansioni

• Compile and generate monthly and quarterly performance reports with reconciliation to ensure data accuracy.
• Develop automated processes and scripts to improve reporting efficiency.
• Collaborate with client coverage teams, investment officers, and financial advisors to deliver timely performance insights.

Conoscenze

Microsoft Office

SQL

Python

Excel VBA

Data analysis

Formazione

Undergraduate degree in accounting/finance/economics/data

Strumenti

Addepar

Investment Metrics

Dataiku

Descrizione del lavoro

Morgan Stanley Wealth Management is seeking a professional to join the Institutional Reporting Team. You will maintain performance data accuracy, generate monthly and quarterly reports, and collaborate with internal teams to deliver timely client insights.

Responsibilities include reconciling data, automating processes, and supporting cross functional reporting initiatives for institutional and ultra-high-net-worth clients.