VP, Global Investment Office: Portfolio & Risk Analytics

Morgan Stanley; New York (NY); On-site; USD 115,000 - 205,000; Full time

Job summary

Morgan Stanley Wealth Management seeks a Vice President to lead institutional portfolio and risk analytics within the OCIO and Family Office framework. You will design and implement analytics platforms, translate PM needs into dashboards and reports, and collaborate across Technology, Data Engineering and Client Advisory teams to scale insights.

The role requires 6–8 years in performance analytics or institutional reporting, strong knowledge of asset classes, and excellent communication skills

Qualifications

• 6–8 years of relevant work experience in performance analytics or institutional reporting.
• Deep understanding of investment products and asset classes.
• Knowledge of portfolio management concepts including risk and performance analysis.
• Experience with investment/wealth management data analysis tools is a plus (Aladdin, PARis, Addepar, PFaroe, Barra, Bloomberg, FactSet, Morningstar).
• Advanced skills in PowerPoint and Excel, including VBA macros.
• Strong verbal and written communication skills and detail orientation.

Responsibilities

• Support the design and enhancement of a unified institutional reporting framework across segments.
• Develop conceptual frameworks for advanced portfolio analytics including attribution, benchmarking, active risk and tracking error decomposition.
• Identify opportunities to improve reporting processes and tools, leveraging technology to enhance data points and visualizations.
• Translate portfolio manager needs into functional requirements for the PM dashboard, including metrics and workflow definitions.
• 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 and methodologies.

Skills

Performance analytics

Portfolio construction

Multi-asset research

Institutional reporting

Education

Bachelor's degree

Graduate degree / CFA / CAIA

Tools

Aladdin

PARis

Addepar

PFaroe

Barra

Bloomberg

FactSet

Morningstar

Job description

Morgan Stanley Wealth Management seeks a Vice President to lead institutional portfolio and risk analytics within the OCIO and Family Office framework. You will design and implement analytics platforms, translate PM needs into dashboards and reports, and collaborate across Technology, Data Engineering and Client Advisory teams to scale insights.

The role requires 6–8 years in performance analytics or institutional reporting, strong knowledge of asset classes, and excellent communication skills