Investment Management – Emerging Markets Portfolio Analyst – Analyst/Associate
Location: London
Job Number: 3264975
Job Intro:
Portfolio Analysts are central to the Emerging Market Team, critical to its various functions such as portfolio construction and risk management. This group understands, analyzes, and ensures the consistent expression of investment views across portfolios, whilst optimizing across multi-dimensional constraints. The role involves communication and coordination of activities among several stakeholders, including Portfolio Managers, Traders, Institutional Portfolio Managers, Trading Assistants, Quantitative Analysts, and Compliance. The position entails a strong functional and conceptual understanding of complex instrument types, such as Bonds, FX, Futures, Equities, Interest Rate Swaps, Credit Default Swaps, Commodities, Total Return Swaps, Options, and other derivatives. Portfolio Analysts routinely engage in projects to improve the team’s investment process. New hires receive training but are expected and encouraged to continue learning on-the-job. During their initial months in the role, a new hire will attend formal and informal sessions that span an array of technical and qualitative topics. Training is designed to convey the team’s core investment philosophy and goals, mapping this information to specific Portfolio Analyst functions and expectations. Portfolio Analysts are encouraged to pursue the CFA charter, learn/improve their practical understanding of programming, and strengthen their knowledge of the EM debt, equity, and FX markets. What will you be doing? Raising orders across multiple portfolios and security types, including Bonds, FX, IRS, CDS, Equities, Futures, and other Derivatives. Rebalancing portfolios as appropriate, working with Traders and Trading Assistants throughout the trade lifecycle. Monitoring cash balances, allocations, and cash flows across mutual funds and separate accounts. Studying and preparing analyses of portfolio positions, performance, and risk; understanding and communicating risks and recommending changes. Working directly with senior portfolio managers, analysts, and traders to ensure investment views are appropriately implemented across sovereign and corporate strategies; carefully incorporating client guidelines, expectations, and risk levels. Organizing and leading regular meetings with internal and external stakeholders to review performance, attribution, and risk metrics; systematically monitoring and correcting drifts from investment targets in coordination with Portfolio Managers. Fielding requests for raw and synthesized data, pulled from various sources, including local databases. Conducting competitor analysis to compare and contrast our funds with the peer group. Partnering with compliance, operations, and other teams to reduce friction in the path from investment idea to implementation. Applying programming skills to systematize and automate recurring tasks. What we’re looking for: Proactive, independent thinker, willing to question existing processes and recommend improvements. Bachelor’s degree with a strong academic record. Relevant experience. Knowledge of Python, SQL, and other programming languages strongly preferred. Organized and meticulous. Familiarity with Aladdin’s Portfolio Management System is a plus. High level of efficiency and an ability to prioritize and perform under pressure. Strong communication skills and ability to work both independently and within a team. Quantitative aptitude, facility with manipulating large data sets. Ability to be flexible with regards to work hours, adapting to market opportunities and dynamics given the team’s global footprint in Emerging Markets. Understanding of financial concepts through coursework or job experience. Pursuit of the CFA charter or equivalent designation is a plus. Where will you be working? 125 Old Broad Street - London Flexible work statement:
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more. Equal opportunities statement:
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
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Portfolio Analysts are central to the Emerging Market Team, critical to its various functions such as portfolio construction and risk management. This group understands, analyzes, and ensures the consistent expression of investment views across portfolios, whilst optimizing across multi-dimensional constraints. The role involves communication and coordination of activities among several stakeholders, including Portfolio Managers, Traders, Institutional Portfolio Managers, Trading Assistants, Quantitative Analysts, and Compliance. The position entails a strong functional and conceptual understanding of complex instrument types, such as Bonds, FX, Futures, Equities, Interest Rate Swaps, Credit Default Swaps, Commodities, Total Return Swaps, Options, and other derivatives. Portfolio Analysts routinely engage in projects to improve the team’s investment process. New hires receive training but are expected and encouraged to continue learning on-the-job. During their initial months in the role, a new hire will attend formal and informal sessions that span an array of technical and qualitative topics. Training is designed to convey the team’s core investment philosophy and goals, mapping this information to specific Portfolio Analyst functions and expectations. Portfolio Analysts are encouraged to pursue the CFA charter, learn/improve their practical understanding of programming, and strengthen their knowledge of the EM debt, equity, and FX markets. What will you be doing? Raising orders across multiple portfolios and security types, including Bonds, FX, IRS, CDS, Equities, Futures, and other Derivatives. Rebalancing portfolios as appropriate, working with Traders and Trading Assistants throughout the trade lifecycle. Monitoring cash balances, allocations, and cash flows across mutual funds and separate accounts. Studying and preparing analyses of portfolio positions, performance, and risk; understanding and communicating risks and recommending changes. Working directly with senior portfolio managers, analysts, and traders to ensure investment views are appropriately implemented across sovereign and corporate strategies; carefully incorporating client guidelines, expectations, and risk levels. Organizing and leading regular meetings with internal and external stakeholders to review performance, attribution, and risk metrics; systematically monitoring and correcting drifts from investment targets in coordination with Portfolio Managers. Fielding requests for raw and synthesized data, pulled from various sources, including local databases. Conducting competitor analysis to compare and contrast our funds with the peer group. Partnering with compliance, operations, and other teams to reduce friction in the path from investment idea to implementation. Applying programming skills to systematize and automate recurring tasks. What we’re looking for: Proactive, independent thinker, willing to question existing processes and recommend improvements. Bachelor’s degree with a strong academic record. Relevant experience. Knowledge of Python, SQL, and other programming languages strongly preferred. Organized and meticulous. Familiarity with Aladdin’s Portfolio Management System is a plus. High level of efficiency and an ability to prioritize and perform under pressure. Strong communication skills and ability to work both independently and within a team. Quantitative aptitude, facility with manipulating large data sets. Ability to be flexible with regards to work hours, adapting to market opportunities and dynamics given the team’s global footprint in Emerging Markets. Understanding of financial concepts through coursework or job experience. Pursuit of the CFA charter or equivalent designation is a plus. Where will you be working? 125 Old Broad Street - London Flexible work statement:
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more. Equal opportunities statement:
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
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