Morgan Stanley
Global Investment Office - Institutional Portfolio & Risk Analytics, Vice President
$115K–$205K
New York, New York · On-site · Director · Full-time · Posted Aug 6, 2026
- Experience
- 6–8 years of relevant work experience in performance analytics, portfolio construction, multi-asset research, or institutional reporting.
- Education
- Undergraduate degree required.
About the job
Develop institutional portfolio and risk analytics, reporting frameworks, and dashboard capabilities for Morgan Stanley Wealth Management’s OCIO and Family Office businesses.
What you'll do
- Design institutional reporting and advanced portfolio analytics, including attribution, benchmarking, risk decomposition, factor exposures, liquidity analysis, and guideline monitoring.
- Translate portfolio manager needs into dashboard requirements and help validate functionality, data, and quality standards with Technology and Data Engineering.
- Improve reporting processes and tools, including automation, and help portfolio managers assess positioning against objectives, guidelines, and risk budgets.
What they ask for
- 6–8 years of relevant experience in performance analytics, portfolio construction, multi-asset research, or institutional reporting.
- Deep understanding of investment products, public and private asset classes, and financial markets; firm grasp of portfolio management, risk, and performance concepts.
- Advanced PowerPoint and Excel skills, including reading, writing, interpreting, and auditing VBA; experience with macros.
- Undergraduate degree.
Nice to have
- Experience with investment or wealth management tools and platforms such as Aladdin, PARis, Addepar, PFaroe, Barra, Bloomberg, FactSet, or Morningstar.
- Graduate degree, CFA, CAIA, or other professional designation.
Pay
$115,000 and $205,000 per year (USD, base salary)
Tools
PowerPoint, Excel, VBA, Aladdin, PARis, Addepar, PFaroe, Barra
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