Morgan Stanley
Vice President, Institutional Portfolio & Risk Analytics, Global Investment Offi
Morgan Stanley, New York, New York, us, 10261
Vice President, Institutional Portfolio & Risk Analytics, Global Investment Office
Apply for the
Vice President, Institutional Portfolio & Risk Analytics, Global Investment Office
role at
Morgan Stanley . 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 a strong team ethic. Morgan Stanley offers a superior foundation for building a professional career—a place to learn, achieve and grow, with a culture that balances personal lifestyles, perspectives and needs. Position Summary
The Institutional Portfolio & Risk Analytics team at Morgan Stanley Wealth Management is a newly formed organization that supports the Outsourced Chief Investment Officer (OCIO) and Family Office businesses. As a Vice President in this team, you will drive strategic initiatives and foster innovation in portfolio and risk analytics. The organization will shape the strategy and design of institutional reporting frameworks and develop next‑generation institutional portfolio & risk analytics platforms. Your role demands a deep understanding of risk, performance and portfolio analytics. You will translate portfolio management needs into scalable analytics solutions, working closely with team leads, portfolio managers, technology, client advisory teams and other stakeholders. This position requires a collaborative approach to enhance portfolio performance, scalability and risk management. 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 portfolio managers 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 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). Advanced skills in PowerPoint and Excel, including reading, writing, interpreting and auditing 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 has 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—guide our decisions and actions. You’ll find an opportunity to work alongside the best and brightest in an environment of relentless collaboration and creative thinking, supported by a comprehensive benefits and perks package. To learn more about our offices across the globe, visit
Morgan Stanley Global Offices . Expected base pay rates for the role range between $140,000 and $200,000 per year at the commencement of employment. Base pay is determined individually and is only part of the total compensation package, which may include commission earnings, incentive compensation, discretionary bonuses and other short‑ and long‑term incentive packages. Equal Employment Opportunity
Morgan Stanley is an equal‑opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We don’t discriminate on the basis of race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital 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).
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Apply for the
Vice President, Institutional Portfolio & Risk Analytics, Global Investment Office
role at
Morgan Stanley . 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 a strong team ethic. Morgan Stanley offers a superior foundation for building a professional career—a place to learn, achieve and grow, with a culture that balances personal lifestyles, perspectives and needs. Position Summary
The Institutional Portfolio & Risk Analytics team at Morgan Stanley Wealth Management is a newly formed organization that supports the Outsourced Chief Investment Officer (OCIO) and Family Office businesses. As a Vice President in this team, you will drive strategic initiatives and foster innovation in portfolio and risk analytics. The organization will shape the strategy and design of institutional reporting frameworks and develop next‑generation institutional portfolio & risk analytics platforms. Your role demands a deep understanding of risk, performance and portfolio analytics. You will translate portfolio management needs into scalable analytics solutions, working closely with team leads, portfolio managers, technology, client advisory teams and other stakeholders. This position requires a collaborative approach to enhance portfolio performance, scalability and risk management. 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 portfolio managers 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 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). Advanced skills in PowerPoint and Excel, including reading, writing, interpreting and auditing 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 has 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—guide our decisions and actions. You’ll find an opportunity to work alongside the best and brightest in an environment of relentless collaboration and creative thinking, supported by a comprehensive benefits and perks package. To learn more about our offices across the globe, visit
Morgan Stanley Global Offices . Expected base pay rates for the role range between $140,000 and $200,000 per year at the commencement of employment. Base pay is determined individually and is only part of the total compensation package, which may include commission earnings, incentive compensation, discretionary bonuses and other short‑ and long‑term incentive packages. Equal Employment Opportunity
Morgan Stanley is an equal‑opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We don’t discriminate on the basis of race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital 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).
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