Vice President, Institutional Portfolio & Risk Analytics, Global Investment Office

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. 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. Morgan Stanley 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.

Position Summary

The Institutional Portfolio & Risk Analytics team at Morgan Stanley Wealth Management is a newly formed organization and will be pivotal in supporting the Outsourced Chief Investment Officer (OCIO) and Family Office businesses. As a Vice President in this team, you will be at the forefront of driving strategic initiatives and fostering innovation in portfolio and risk analytics. This organization will shape the strategy and design of institutional reporting frameworks and will develop next-generation institutional portfolio & risk analytics platforms.

Your role will require a deep understanding of risk, performance, and portfolio analytics. You will be expected to translate portfolio management needs into scalable analytics solutions, working closely with team leads, Portfolio Managers, Technology, Client Advisory teams, and other organizations. This position demands a collaborative approach to enhance portfolio performance, scalability, and risk management.

This role is ideal for someone who excels at analytics, understands multi-asset portfolio construction, and communicates clearly with investment teams.

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.

Knowledge and Skills:

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

Qualifications:

Undergraduate degree is required.
Graduate degree, CFA, CAIA and other professional designations are 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.

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Expected base pay rates for the role will be between $140,000 and $200,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).