Investment Management - Performance Analyst - Analyst

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. We can provide a superior foundation for building a professional career – a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Morgan Stanley Investment Management is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide.

The Global Portfolio Analysis and Reporting (GPAR) Team is part of the Global Risk & Analysis team at MSIM and is responsible for performance and risk portfolio analytics for internal and external clients. Activities covered by the team include portfolio return attribution, ex-post risk analytics, portfolio characteristics, competitive analysis.

GPAR is seeking a highly motivated individual to join our London team. As Analyst of attribution and performance analytics, you will work closely with the investment teams, risk team, sales & marketing, senior management to provide both standard and bespoke performance analyses, with a focus on Equity and Multi-asset asset classes. Additional asset class/areas (Fixed Income, Regulatory reporting, Competitive Analysis reporting) of coverage might be assigned. The individual should have a willingness and interest in continually expanding one’s knowledge of the investment process, finance/economics, and applied investment analytical skills. The group has a strong, team-based orientation, yet relies upon its members to take responsibility and ownership of their coverage responsibilities and client base. Thorough professionalism in all technical and non-technical aspects of the position is required. You may also play a lead role in various functional integration initiatives related to businesses acquired by MSIM.

Key Responsibilities

• Provide performance attribution/contribution reporting for assigned areas of product coverage, with an emphasis on Equity & the Multi Asset strategies.
• Provide secondary coverage for other asset class/areas (Fixed Income, Regulatory reporting, Competitive Analysis reporting).
• Respond to ad hoc attribution/contribution requests; perform custom analysis and detailed examination of calculations and output.
• Play an active role in ensuring and improving data integrity/quality.
• Significant one to one interaction with investment team members, product specialists, client service administrators, and other investment professionals on a variety of issues relating to investment performance and the decomposition of returns.
• Collaborate with the Information technology and Project management teams to re-engineer processes and increase effectiveness of existing reporting.
• Candidate should also be capable of writing interpretive commentary to the reports being produced; presenting reports and interpretations to senior management; and designing new reports that influence the executive decision-making process at MSIM.
• Coordination and collaboration with Operations teams and external vendor to provide oversight of PRIIPS KIDs and UCITS KIIDs.

Experience And Skills

• Working knowledge of traditional asset management investments (cash, equities, fixed income, FX forwards and other derivatives).
• Asset management performance calculation and reporting experience including knowledge of CFA Institute Guidelines.
• In depth understanding of attribution theory and practice.
• Strong quantitative, analytical and problem-solving skills along with a high attention to detail.
• Excellent verbal and written communications skills.
• Strong individual initiative with the ability to take a proactive approach to assigned projects and new team initiatives.
• Ability to think strategically and build on system capabilities.
• Able to maintain a high level of confidentiality.
• Prior experience with driving process efficiencies is desired.
• Intellectual curiosity along with excellent problem-solving skills and high attention to detail.

Qualifications / Technical Expertise

• Bachelor’s degree in Accounting, Finance, Economics or a quantitative field.
• Demonstrate thorough knowledge of both traditional asset management and alternatives investments (derivatives, fixed income, cash equities, mutual funds, hedge funds, private equity).
• Experience in using FactSet, Blackrock Aladdin, Bloomberg, and other performance attribution vendor systems is preferred.
• Additional proprietary tools are also used.
• Understanding of basic accounting principles - ability to interpret performance impact of various transactions and corporate actions.
• Asset management performance calculation knowledge, including of alternatives return calculations.
• Understanding of performance attribution theory and practice.
• Understanding of PRIIPs and UCITs regulatory frameworks and application of relevant guidelines in asset management context is preferred.
• Advanced knowledge of Excel, including designing, creating, and maintaining complex spreadsheets, power queries, reports, and charts.
• Python, SQL, data visualization tools (Tableau, Power BI) preferred.

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Certified Persons Regulatory Requirements

If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

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.

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.