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Form of workDescrption:
Morgan Stanley seeks a professional to join the Portfolio Risk team within the Wealth Management Risk Division. Portfolio Risk supervision is a critical component of Risk Management, responsible for performing detailed risk analysis, creating alerts designed to supervise financial advisors in accordance with regulatory requirements and generally ensure that assets are being managed in accordance with our clients' best interests.
Responsibilities
The candidate will be responsible for analyzing client portfolios to identify sources of elevated risk and/or underperformance, conducting outreach to financial advisors and their management teams, and reviewing high impact advisor business and fulfilling ad hoc requests as needed. ESG supervision is also a component of our advisor reviews.
In order to fulfill these responsibilities, the candidate should have an understanding of financial risk concepts.
The successful candidate will be expected to work independently as well as part of a team. The analyst will need to take initiative and responsibility to drive tasks forward. The ability to reach conclusions quickly and consistently will be critical to success in this role.
Qualifications:
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union 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).
Expected base pay rates for the role will be between $85,000 and $135,000 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 seeks a professional to join the Portfolio Risk team within the Wealth Management Risk Division. Portfolio Risk supervision is a critical component of Risk Management, responsible for performing detailed risk analysis, creating alerts designed to supervise financial advisors in accordance with regulatory requirements and generally ensure that assets are being managed in accordance with our clients' best interests.
Responsibilities
The candidate will be responsible for analyzing client portfolios to identify sources of elevated risk and/or underperformance, conducting outreach to financial advisors and their management teams, and reviewing high impact advisor business and fulfilling ad hoc requests as needed. ESG supervision is also a component of our advisor reviews.
In order to fulfill these responsibilities, the candidate should have an understanding of financial risk concepts.
The successful candidate will be expected to work independently as well as part of a team. The analyst will need to take initiative and responsibility to drive tasks forward. The ability to reach conclusions quickly and consistently will be critical to success in this role.
Qualifications:
- At least one year of relevant work experience
- A working knowledge of financial instruments and financial risk management concepts, with a desire to acquire deeper proficiency
- Experience in visualizing data for reporting and end user analysis, using tools like Tableau, DataIku, excel and power point
- Excellent written and verbal communication skills
- Ability to navigate sensitive conversations with management teams surround performance and/or risk
- Team player with a strong work ethic and a high level of maturity
- Must be self-motivated and able to drive tasks forward with minimal supervision
- Detail oriented with good organizational skills
- CFA or FRM or progress toward one of the two preferred
- Knowledge of SQL and Python preferred
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union 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).
Expected base pay rates for the role will be between $85,000 and $135,000 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.
