Morgan Stanley Hiring for GBAR-Portfolio Specialist Support at Mumbai, India Full Time

_Position:_Associate / Snr. Associate.

_Description of Role_

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has $1.3 trillion in assets under management or supervision as of December 31, 2022. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

We are looking for career-minded professionals with global perspective to join the Mumbai-based Integrated Marketing Services team to specifically support the members of the Global Balanced Risk Control (GBaR) team based in London, Singapore and Toronto. The GBaR manages over $20bn in risk-targeting strategies, run to a process that has been in place since 2009 and which has achieved superior long-term risk-adjusted performance. The team has a large number of separately managed clients and the primary aim of this role is to assist the investment team to implement top quality marketing and client servicing solutions.

We are looking to recruit an experienced candidate in our India-based office with prior experience in marketing, presentation preparation and client reporting. The role is created to provide portfolio reporting and data analysis support to the GBaR team. The successful candidate will not only have the scope to add value to a growing team, but will also have the opportunity to grow his/her investment knowledge. The candidate must be comfortable with working on presentations and marketing materials which require customisation. Therefore, whilst the successful candidate will work closely with the GBaR team portfolio specialists, they will also be required to take the initiative on projects.

_Key responsibilities_

• Responsible for preparing customized client reporting for GBaR clients which includes portfolio positioning, performance review and risk statistics

• Assist the team in London, Singapore and Toronto to prepare client meeting books, as well as monthly/quarterly materials including fact cards, performance summaries, presentations and other marketing collateral

• Work closely with the reporting team in operations to respond to potential client reporting and portfolio data related queries

• Review reporting requirements and setup customized reports for new and existing clients

• Drafting of monthly regional market review and performance commentary based on attribution reports

• Supporting team members in London, Singapore and Toronto, working on ad-hoc projects related to GBaR database management, client reporting process and any other initiatives on the marketing collateral

_Experience and Skills_

• Experienced client reporting and marketing operations specialist, with strong excel and powerpoint skills

• Good communication skills.

• Strong technical knowledge of financial instruments and multi-asset investing along with willingness to learn about the implementation techniques used by the GBaR team

• Ability to work to deadlines and to prioritise tasks appropriately.

• Working Knowledge of Bloomberg Terminal a plus

• Excel VBA, SQL skills a plus

• Pursuing CFA or any other relevant academic course a plus

• Ability to work and think independently, but within a team-based approach

Job: *Sales & Marketing

Title: GBAR-Portfolio Specialist Support

Location: Non-Japan Asia-India-Maharashtra-Mumbai (MSA)

Requisition ID: 3232113