VP, Global Institutional Portfolio & Risk Analytics

Morgan-Stanley; Town of Islip (NY); On-site; USD 115,000 - 205,000; Full time

Job summary

Morgan Stanley's Institutional Portfolio & Risk Analytics team is seeking a Vice President to lead advanced portfolio analytics, risk and performance analysis across multi-asset strategies. You will translate PM needs into scalable analytics solutions and partner with technology, data engineering and client advisory teams.

Ideal candidates have 6–8 years in performance analytics or institutional reporting, strong communication skills, and hands-on experience with tools like Aladdin, Bloomberg or

Qualifications

• Undergraduate degree is required.
• Graduate degree, CFA, CAIA and other professional designations are preferred.
• Experience in performance analytics and portfolio construction.
• Strong verbal and written communication skills.

Responsibilities

• Support the design and enhancement of a unified institutional reporting framework across segments—pensions, E&F, UHNW, and family offices.
• Develop conceptual frameworks for advanced portfolio analytics including attribution, benchmarking, active risk and tracking error decomposition, factor exposures, liquidity analysis, and guideline monitoring.
• Identify opportunities to improve reporting processes and tools, leveraging technology to enhance data points and visualizations, including automation where possible.
• Translate portfolio manager needs into functional requirements for the PM dashboard, including metrics, calculations, workflow, and visual design specifications.
• Help PMs interpret how positioning aligns with objectives, guidelines, and risk budgets.
• Contribute to the dashboard’s design, functionality, prototype validation, and quality control checks.
• Partner with Technology and Data Engineering to define data requirements, metric definitions, and tool integration.
• Contribute to governance frameworks by ensuring consistency and rigor in analytics definitions, methodologies, and quality standards.

Skills

Portfolio analytics

Performance analytics

Multi-asset research

Risk management

Asset allocation

Communication skills

Excel VBA

Education

Undergraduate degree

Graduate degree / CFA / CAIA preferred

Tools

Aladdin

PARis

Addepar

PFaroe

Barra

Bloomberg

FactSet

Morningstar

Job description

Morgan Stanley's Institutional Portfolio & Risk Analytics team is seeking a Vice President to lead advanced portfolio analytics, risk and performance analysis across multi-asset strategies. You will translate PM needs into scalable analytics solutions and partner with technology, data engineering and client advisory teams.

Ideal candidates have 6–8 years in performance analytics or institutional reporting, strong communication skills, and hands-on experience with tools like Aladdin, Bloomberg or