Institutional Equity Division – Associate/Director, Fund Services - Portfolio Analytics (New York)

Responsibilities

• Aid in understanding the factors influencing portfolio performance and risk through quantitative analysis and convey findings to clients.
• Develop solutions for Hedge Funds regarding investment reports, portfolio risk management, hedging strategies, and currency risk assessment.
• Utilize innovative statistical methods to uncover trends within equity markets and client portfolios.
• Collaborate with clients to utilize our proprietary web-based performance and risk applications.
• Provide consulting services to clients on internal and external portfolio reporting.
• Create investor transparency reports for select clients under the guidance of the team.
• Engage in sales pitches with members of the MSFS sales team.

Qualifications

• 2-8 years of relevant work experience in portfolio analytics roles.
• Bachelor’s or Master’s degree in a quantitative, economics, or finance-related field.
• An interest in finance, capital markets, portfolio analysis, statistics, and technology is preferred.
• A strong attention to detail.
• A quick learner, adaptable, collaborative, able to multitask, with a strong work ethic, excellent oral and written communication skills, and comfort with client interactions.

Skills

• Proficiency in Microsoft Excel.
• Experience manipulating and performing computations on financial data sets using languages like R or Python.