VP, Global Investment Office — Portfolio & Risk Analytics

711 MS Smith Barney, LLC; New York (NY); On-site; USD 115,000 - 205,000; Full time

Job summary

Morgan Stanley is seeking a Vice President to lead institutional portfolio and risk analytics within Wealth Management. You will shape reporting frameworks, develop advanced analytics, and translate PM needs into scalable dashboards for multi-asset portfolios.

Collaboration with technology, data engineering, and advisory teams is essential. Ideal candidates bring 6–8 years in performance analytics, deep asset-class knowledge, and strong proficiency in Excel/VBA, with CFA/CAIA or graduate degrees

Qualifications

• 6-8 years of relevant work experience in performance analytics, portfolio construction, multi-asset research, or institutional reporting.
• Deep understanding of investment products, asset classes (public and private markets), and financial markets.
• Firm understanding of portfolio management concepts including asset allocation, modern portfolio theory, portfolio construction, manager selection, risk management, performance and risk analysis.
• Knowledge and experience in investment/wealth management data analysis tools and platforms is a plus (e.g., Aladdin, PARis, Addepar, PFaroe, Barra, Bloomberg, FactSet, Morningstar)
• Advance skills in PowerPoint and Excel (read, write, interpret, and audit VBA); experience with macros.
• Strong verbal and written communication skills
• Detail-oriented, with the ability to multitask and handle multiple priorities
• Desire and willingness to learn and collaborate within a close-knit team.
• Proactive and hardworking, with strong professional accountability.

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

Risk management

Multi-asset research

Communication skills

VBA in Excel

Education

Undergraduate degree

Graduate degree CFA/CAIA

Tools

Aladdin

PARis

Addepar

PFaroe

Barra

Bloomberg

FactSet

Morningstar

Job description

Morgan Stanley is seeking a Vice President to lead institutional portfolio and risk analytics within Wealth Management. You will shape reporting frameworks, develop advanced analytics, and translate PM needs into scalable dashboards for multi-asset portfolios.

Collaboration with technology, data engineering, and advisory teams is essential. Ideal candidates bring 6–8 years in performance analytics, deep asset-class knowledge, and strong proficiency in Excel/VBA, with CFA/CAIA or graduate degrees