Senior Manager, Portfolio Analytics – Quantitative Analytics, Fund Services, Morgan Stanley
We are seeking a Senior Manager to join our Portfolio Analytics team, supporting performance, exposure, and risk attribution analysis for hedge fund portfolios using multi‑factor models. The role also contributes to the development and testing of systematic quantitative solutions across the firm’s hedge fund platform.
Established in 2004, Morgan Stanley Fund Services (MSFS) is a global business within the Institutional Equities Division(IED), providing fund administration services for over $700 billion in assets across 350+ hedge funds, private equity, and large family office clients . Our best‑in‑class offering spans accounting and investor services, portfolio analytics, middle‑office functions, regulatory and financial reporting, and tax services.
MSFS operates with a global team of 1,400+ professionals across New York, London, Glasgow, Dublin, Mumbai, Bengaluru, and Hong Kong. Joining MSFS offers a dynamic, collaborative environment with opportunities for continuous learning, innovation, and meaningful impact for our clients and the broader Morgan Stanley franchise.
About the Portfolio Analytics Team
The MSFS Portfolio Analytics team is a globally connected, client‑servicing group delivering advanced risk and performance insights to hedge fund clients. The team partners closely with clients and internal stakeholders to produce high‑quality analytics and bespoke reporting.
This differentiated MSFS service focuses on customized analytics to meet complex client requirements. Team members actively contribute to the development of new analytical capabilities through ad‑hoc scripting, automation initiatives, and collaboration with technology partners. We value problem‑solving, intellectual curiosity, and continuous improvement .
What You’ll Do
- Manage a team of 3-4 professionals delivering periodic and bespoke quantitative analysis related to portfolio exposure, risk, and performance
- Provide technical guidance and mentorship to team members while promoting best practices in quantitative analysis, coding, and validation
- Support client engagement by partnering with global coverage teams to address client queries on factor and attribution analysis
- Produce customized client offerings involving risk and performance calculations
- Drive automation and scalability initiatives for bespoke analytics using R, Python, VBA, and technology-enabled solutions
- Lead and contribute to the ideation, development, and testing of new quantitative products and analytical capabilities, including systematic processes supporting pre-trade analytics and content generation
What You’ll Bring
- Master’s degree in a quantitative discipline such as Financial Engineering, Mathematics, Statistics, or Computing, with 8-10 years of relevant experience
- Strong understanding of equities and equity derivatives, with familiarity in multi‑factor risk models
- Hands‑on programming experience in R or Python ; familiarity with LaTeX, Markdown, and Shiny is preferred
- Strong analytical and problem-solving skills, with the ability to interpret complex quantitative results and communicate insights effectively to stakeholders
- Demonstrated experience managing and developing teams in quantitative analytics environment
- Effective verbal and written communication skills, strong attention to detail, and the ability to work collaboratively in a global team environment
- Professional certifications (CFA, CQF, FRM) are an advantage
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.
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 .
