Morgan Stanley

Analyst- Client Reporting & Oversight (Wealth Management)

Posted On

April 11, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

June 18, 2025

Job Description

Role Description

The role is based out of Mumbai and will support a variety of portfolio and performance analytics and reporting responsibilities for the Outsourced Chief Investment Office (OCIO) team, which provides custom portfolio management solutions for institutions & ultra-high net worth investors.

Primary Responsibilities:

Portfolio/Performance Analytics & Reporting to support production of quarterly (or monthly) insights for client meeting decks, including items such as performance attribution, portfolio & manager level commentary and other key items.
Running analytics and supporting the creation and maintenance of dashboards used to facilitate the investment process. This will include data entry and initial production of content produced by our teams.
Aggregate reporting of client performance metrics and various portfolio metrics (risk analytics, portfolio look through, etc.) – essentially a way for us to get a high-level view of client exposures in aggregate, with ability to cut across client types.

Initial manager selection and screening using quant tools for OCIO/MSFO Institutional Private Label UMA and Private Investments.
Advanced multi-asset class attribution with quarterly commentary on investments

Qualifications

6 months to 2 years (for Analyst), of relevant work experience
Bachelor’s degree, preferably in Computer Science, Math, or Statistics
Strong analytical and quantitative skills, outstanding attention to detail, and an interest in learning about the investment process
Understanding of portfolio management concepts, including asset allocation, portfolio construction, and performance analysis
Excellent written and spoken English, and business communication skills
Proficiency in Microsoft Office: Excel, PowerPoint, and Word. Power BI dashboard and reporting, automation, and VBA/Excel Macro knowledge would be a plus
Familiarity with databases and sourcing data from multiple systems, and the ability to analyze and summarize data confidently and with diligence
Strong ability to multi-task and work in a fast-paced environment
Strong organizational and project management skills
Proactive and hard-working, with strong professional accountability
Ability to work collaboratively as a team player and interact effectively with other teams across the firm

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.

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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