The Global Portfolio, Analysis and Reporting (GPAR) Team is seeking a highly motivated individual to join our New York team to support on-going portfolio analysis. This individual will be responsible for providing both standard and ad hoc reporting and analytics to colleagues throughout Investment Management. Analysis will focus primarily on portfolio attribution, composite construction and any basic performance related queries from MSIM Front Office. The individual should have a willingness and interest in continually expanding ones knowledge of the investment process, finance/economics, and applied investment analytical skills. The group has a strong, team-based orientation, yet relies upon its members to take responsibility and ownership of their coverage responsibilities and client base. Thorough professionalism in all technical and non-technical aspects of the position is required.
•The global lead on Emerging Market Equity and Debt attribution analytics
•Good working knowledge of the Global Investment Performance Standards (GIPS)
•Provide performance attribution, composite construction/oversight, and reporting for assigned areas of product coverage.
•Produce, verify, and approve standard attribution on a monthly basis. Respond to requests to compile custom analysis and detailed examination of calculations and output.
•Respond to ad hoc attribution requests on a monthly and quarterly basis. These reports are generally structured according to the specifications of the investment team and/or clients.
•Significant one to one interaction with portfolio managers/analysts, product specialists, client service administrators, and other investment professionals on a variety of issues relating to investment performance and the decomposition of returns.
•Project work as needed relating to the GPAR Team.
•Bachelors Degree in Accounting, Finance, Economics or a related field.
•8 years of relevant experience.
•Thorough knowledge of the investment process and referential data for equity and fixed income.
•Asset management performance calculation and reporting experience including knowledge of alternative return calculations and CFA Institute Guidelines.
•In depth understanding of equity and fixed income attribution theory and practice.
•In depth knowledge of GIPS and best practices.
•Experience in using FactSet, Bloomberg, BlackRock Aladdin, and Lipper LANA. Additional proprietary tools are also used.
•Strong quantitative, analytical and problem solving skills along with a high attention to detail.
•Advanced knowledge of Power Point and Excel, including designing, creating, automating and maintaining complex spreadsheets, queries, reports and charts.
•Excellent verbal and written communications skills.
•Highly proactive and energetic focus toward client service.
•Strong individual initiative with the ability to take a proactive approach to assigned projects and new team initiatives.
•Able to maintain a high level of confidentiality.
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