At a Glance
- Tasks: Join our Emerging Markets Team as a Portfolio Analyst, focusing on portfolio construction and risk management.
- Company: Morgan Stanley is a leading global financial services firm committed to diversity and inclusion.
- Benefits: Enjoy flexible working arrangements and opportunities for continuous learning and professional development.
- Why this job: Be part of a dynamic team, engage with senior professionals, and enhance your investment skills.
- Qualifications: Bachelor’s degree, relevant experience, and knowledge of Python or SQL preferred.
- Other info: Pursuit of the CFA charter is encouraged; training provided for new hires.
The predicted salary is between 43200 - 72000 £ per year.
Investment Management – Emerging Markets Portfolio Analyst – Analyst/Associate
Location: London
Job Number: 3264975
Job Intro: Portfolio Analysts are central to the Emerging Market Team, critical to its various functions such as portfolio construction and risk management. This group understands, analyzes, and ensures the consistent expression of investment views across portfolios, whilst optimizing across multi-dimensional constraints. The role involves communication and coordination of activities among several stakeholders, including Portfolio Managers, Traders, Institutional Portfolio Managers, Trading Assistants, Quantitative Analysts, and Compliance.
The position entails a strong functional and conceptual understanding of complex instrument types, such as Bonds, FX, Futures, Equities, Interest Rate Swaps, Credit Default Swaps, Commodities, Total Return Swaps, Options, and other derivatives.
Portfolio Analysts routinely engage in projects to improve the team’s investment process. New hires receive training but are expected and encouraged to continue learning on-the-job. During their initial months in the role, a new hire will attend formal and informal sessions that span an array of technical and qualitative topics. Training is designed to convey the team’s core investment philosophy and goals, mapping this information to specific Portfolio Analyst functions and expectations.
Portfolio Analysts are encouraged to pursue the CFA charter, learn/improve their practical understanding of programming, and strengthen their knowledge of the EM debt, equity, and FX markets.
What will you be doing?
- Raising orders across multiple portfolios and security types, including Bonds, FX, IRS, CDS, Equities, Futures, and other Derivatives.
- Rebalancing portfolios as appropriate, working with Traders and Trading Assistants throughout the trade lifecycle.
- Monitoring cash balances, allocations, and cash flows across mutual funds and separate accounts.
- Studying and preparing analyses of portfolio positions, performance, and risk; understanding and communicating risks and recommending changes.
- Working directly with senior portfolio managers, analysts, and traders to ensure investment views are appropriately implemented across sovereign and corporate strategies; carefully incorporating client guidelines, expectations, and risk levels.
- Organizing and leading regular meetings with internal and external stakeholders to review performance, attribution, and risk metrics; systematically monitoring and correcting drifts from investment targets in coordination with Portfolio Managers.
- Fielding requests for raw and synthesized data, pulled from various sources, including local databases.
- Conducting competitor analysis to compare and contrast our funds with the peer group.
- Partnering with compliance, operations, and other teams to reduce friction in the path from investment idea to implementation.
- Applying programming skills to systematize and automate recurring tasks.
What we’re looking for:
- Proactive, independent thinker, willing to question existing processes and recommend improvements.
- Bachelor’s degree with a strong academic record.
- Relevant experience.
- Knowledge of Python, SQL, and other programming languages strongly preferred.
- Organized and meticulous.
- Familiarity with Aladdin’s Portfolio Management System is a plus.
- High level of efficiency and an ability to prioritize and perform under pressure.
- Strong communication skills and ability to work both independently and within a team.
- Quantitative aptitude, facility with manipulating large data sets.
- Ability to be flexible with regards to work hours, adapting to market opportunities and dynamics given the team’s global footprint in Emerging Markets.
- Understanding of financial concepts through coursework or job experience.
- Pursuit of the CFA charter or equivalent designation is a plus.
Where will you be working?
125 Old Broad Street – London
Flexible work statement: Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.
Equal opportunities statement: Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
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Investment Management - Emerging Markets Portfolio Analyst - Analyst/Associate employer: Lombard Counseling and Psychological Services
Contact Detail:
Lombard Counseling and Psychological Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Management - Emerging Markets Portfolio Analyst - Analyst/Associate
✨Tip Number 1
Familiarize yourself with the specific financial instruments mentioned in the job description, such as Bonds, FX, and Derivatives. Understanding these will not only help you in interviews but also demonstrate your proactive approach to learning.
✨Tip Number 2
Network with professionals in the investment management field, especially those who work with Emerging Markets. Engaging in conversations can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Consider brushing up on your programming skills, particularly in Python and SQL. Being able to showcase your technical abilities during discussions can set you apart from other candidates.
✨Tip Number 4
Stay updated on current trends and news in Emerging Markets. This knowledge will not only help you in interviews but also show your genuine interest in the field and the role.
We think you need these skills to ace Investment Management - Emerging Markets Portfolio Analyst - Analyst/Associate
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Portfolio Analyst position. Familiarize yourself with the specific instruments mentioned in the job description, such as Bonds, FX, and Derivatives.
Tailor Your CV: Customize your CV to highlight relevant experience and skills that align with the job description. Emphasize your knowledge of programming languages like Python and SQL, as well as any experience with portfolio management systems.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your proactive mindset and ability to question existing processes. Mention your academic achievements and any relevant projects or experiences that demonstrate your quantitative aptitude.
Highlight Communication Skills: Since the role involves significant communication with various stakeholders, ensure you provide examples of your strong communication skills in both your CV and cover letter. Discuss any experiences where you successfully collaborated within a team or led meetings.
How to prepare for a job interview at Lombard Counseling and Psychological Services
✨Understand the Role
Make sure you have a solid grasp of what a Portfolio Analyst does, especially in the context of Emerging Markets. Familiarize yourself with the various financial instruments mentioned in the job description, such as Bonds, FX, and Derivatives, so you can speak confidently about them during the interview.
✨Showcase Your Analytical Skills
Prepare to discuss your experience with data analysis and quantitative aptitude. Be ready to provide examples of how you've manipulated large data sets or conducted competitor analyses in previous roles, as this will demonstrate your capability to handle the responsibilities of the position.
✨Highlight Programming Knowledge
Since knowledge of programming languages like Python and SQL is strongly preferred, be prepared to discuss any relevant projects or experiences where you've applied these skills. If you have experience with automating tasks or using programming for financial analysis, make sure to mention it.
✨Communicate Effectively
Strong communication skills are essential for this role. Practice articulating your thoughts clearly and concisely, especially when discussing complex financial concepts. Be ready to explain how you would communicate investment views and collaborate with various stakeholders, including Portfolio Managers and Traders.