Emerging Markets Portfolio Mgmt Associate

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,100 investment professionals around the world and $1.6 trillion in assets under management or supervision as of December 31, 2021. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

Purpose

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 incorporating guideline/regulatory constraints. The role involves coordination of activities among several stakeholders, including Portfolio Managers, Traders, Institutional Portfolio Managers, Trading Assistants, Quantitative Analysts, and Compliance.

The position entails a strong understanding of several 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 identify means of improving the team’s investment process.

Training & Career Development

New hires will initially undergo a formal training and then be expected, encouraged, and assisted 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 languages, and generally strengthen their knowledge of the EM debt, equity, and FX markets. The team may also provide opportunities for travel to other global offices based on department needs.

Primary Responsibilities

- Raise orders across multiple portfolios and security types, including Bonds, FX, IRS, CDS, Equities, Futures, and other Derivatives

- Rebalance portfolios as appropriate, working with Traders and Trading Assistants throughout trade lifecycle

- Monitor cash balances, allocations and cash flows across mutual funds and separate accounts

- Study and prepare analyses of portfolio positions, performance, and risk; understand and communicate risks and recommend changes

- Work directly with senior portfolio managers, analysts and traders to ensure investment views are appropriately implemented across sovereign and corporate strategies; carefully incorporate client guidelines, expectations, and risk levels

- Organize and lead regular meetings with internal and external stakeholders to review performance, attribution, risk metrics

- Systematically monitor and correct drifts from investment targets in coordination with Portfolio Managers

- Field requests for raw and synthesized data, pulled from various sources, including local database

- Conduct competitors analysis to compare and contrast our funds with peer group

- Partner with compliance, operations, and other teams to reduce friction in path from investment idea to implementation

- Work with quantitative team to systematize and automate recurring tasks

- Bachelor’s degree with strong academic record

- 3 years of relevant experience is a plus

- Knowledge of Python, SQL, other programming languages 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 as well as 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

-Understanding of financial concepts through coursework or job experience

- Pursuit of the CFA charter or equivalent designation is a plus, not requirement

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. 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).