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Institutional Equity Division – Associate, Fund Services - Portfolio Analytics (New York)

New York, NY, US

Pay
$90,000–130,000/year · Base — pay source
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be between $90,000 and $130,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
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Work setting
Not stated
Employment
Full-time — employment source
Employment type in the employer’s posting: FULL_TIME
From the employer’s posting
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What you’ll work on

Full posting
  • Analyze drivers of portfolio performance and risk and explain results to clients

  • Provide investment reports, risk, hedging, currency and execution solutions to hedge funds

  • Apply statistical techniques to find patterns in equity markets and client portfolios

  • Support clients in using proprietary web-based performance and risk applications

  • Build investor transparency reports for select clients

From the employer’s posting
Assist in understanding the drivers of portfolio performance and risk via quantitative analysis, and communicate results to clients
Provide solutions to Hedge Funds related to investment reports, portfolio risk and hedging, currency risk and execution
Implement innovative statistical techniques to identify patterns in equity market and client portfolios
Support hedge fund clients in their use of our proprietary web-based performance and risk applications
Work with the team to design and create investor transparency reports for select clients
Education & alternatives
Qualifications: * 2-8 years of related work experience in portfolio analytics functions * Bachelor’s/Master’s degree within a quantitative/economics/finance field * Interest in finance, capital markets, portfolio analysis, statistics & technology is preferred * Strong attention to detail * Looking for someone who is a quick learner, is adaptive, is a team player, can multitask, has a strong work ethic, has excellent oral and written communication skills, and is comfortable with client interaction Skills:

Tools in this posting

  • Python
  • R
  • Excel
Source — Tool mentions in context
Skills: * Strong knowledge of Microsoft Excel is required * Ability to manipulate and do computations on financial data sets using a programming language such as R or Python WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

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Status in our records
Live
First seen by us
Aug 14, 2026 · 76 days ago
Recorded sightings
197
Last seen by us
Oct 30, 2026

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Job description

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Portfolio Analytics, Associate Morgan Stanley is looking for a Fund Services Portfolio Analytics Associate to provide performance, risk and reporting solutions to key Hedge Fund clientele, as part of the Portfolio Analytics group. Established in 2004, Morgan Stanley Fund Services (MSFS) is a global business within the Institutional Equities Division (IED) that provides fund administration services for over $700billion in assets across 350+ hedge funds, private equity and large family office clients. Our best-in-class offering includes accounting and investors services, portfolio analytics, middle-office functions, regulatory and financial reporting, and tax services. Delivering these services to our clients and their investors is a diverse team of 1,400 highly skilled employees across the globe based in New York, London, Glasgow, Dublin, Mumbai, Bengaluru, and Hong Kong. Joining MSFS, you will discover a dynamic environment where every day offers new opportunities for personal growth and innovation. Here at MSFS your career isn’t just a job, it’s an incredible journey fueled by collaboration, challenge, and the chance to make a meaningful impact to our business, our clients, their investors and the wider Morgan Stanley franchise. The MSFS Portfolio Analytics team is an energetic, globally connected group driving innovation in portfolio analytics for our clients. As part of the team, you will collaborate with colleagues and our clients to deliver impactful risk and performance analysis, ensuring clients have the insights they need to succeed. This differentiating MSFS service provides customized analytics to meet the complex needs of our clients. The team provides opportunities to lead new ways of thinking and actively contributes to developing new analytical tools through developing new ad-hoc scripts and working with our technology colleagues to build new tools. We value problem-solving, continuous learning, and creative thinking. Our exceptional talent is passionate about data, eager to innovate, and ready to help shape the future of our analytics. If you want to make meaningful contributions for our clients, the Portfolio Analytics team offers the perfect opportunity to make your mark. Responsibilities: * Assist in understanding the drivers of portfolio performance and risk via quantitative analysis, and communicate results to clients * Provide solutions to Hedge Funds related to investment reports, portfolio risk and hedging, currency risk and execution * Implement innovative statistical techniques to identify patterns in equity market and client portfolios * Support hedge fund clients in their use of our proprietary web-based performance and risk applications * Consult with clients on internal/external portfolio reporting * Work with the team to design and create investor transparency reports for select clients * Participate in sales pitches with members of the MSFS sales team Qualifications: * 2-8 years of related work experience in portfolio analytics functions * Bachelor’s/Master’s degree within a quantitative/economics/finance field * Interest in finance, capital markets, portfolio analysis, statistics & technology is preferred * Strong attention to detail * Looking for someone who is a quick learner, is adaptive, is a team player, can multitask, has a strong work ethic, has excellent oral and written communication skills, and is comfortable with client interaction Skills: * Strong knowledge of Microsoft Excel is required * Ability to manipulate and do computations on financial data sets using a programming language such as R or Python WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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. Expected base pay rates for the role will be between $90,000 and $130,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
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Pay
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be between $90,000 and $130,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Location & working pattern

New York, NY, US

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