Portfolio Oversight and Reporting – Institutional Infrastructure Solutions – AVP

Full Job Description

Portfolio Oversight and Reporting – Institutional Infrastructure Solutions – AVP

Job Number:


POSTING DATE: Sep 23, 2021

PRIMARY LOCATION: Americas-United States of America-New York-New York

EDUCATION LEVEL: Bachelor’s Degree

JOB: Wealth Management


JOB LEVEL: Assistant Vice President


Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $2 trillion under management and is one of the world’s largest networks of Financial Advisors.

Institutional Infrastructure Solutions (IIS) is a new business unit that provides world-class service to Morgan Stanley’s institutional clients including Multi-Family Offices and the Graystone business. IIS supports clients in partnership with Morgan Stanley’s Fund Services infrastructure, an outsourced Wealth Management OCIO, the client’s MS Financial Advisor, and WM Operations. IIS specifically supports all client service model execution processes including Client Onboarding and Maintenance, Money Movement, Asset Aggregation and Accounting, Billing, and Client/IO Reporting

The Portfolio Oversight and Reporting team is looking for an entrepreneurial, ambitious and intellectually curious professional to join the team. The candidate plays a vital role supporting and improving analytics and operations for business considerations and client investment portfolios, including enhancing performance measurement and attribution capabilities. The candidate will additionally partner and collaborate across home office and advisory organizations, including prospect management, investment officers, manager research, oversight, operations and technology.

Primary Responsibilities:

Act as conduit between investment and service teams to ensure accurate and seamless implementation of client portfolios

Understand and effectively utilize the group’s systems, infrastructure, platforms and business processes

Maintain existing and onboard new client relationships through the processing of requests, resolving inquiries, and updating client information and documentation

Maintain strong relationships with key stakeholders to identify Firm services and solutions that support clients’ needs

Regularly seek opportunities to use firm resources for peer sharing and collaborating across the team

Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness

Interface and maintain strong relationships with internal and external stakeholders including research, trading, operations, product specialists, third party vendors and custodians

Utilize enterprise business management reports and dashboards

Execute and enhance workflows and solutions around risk management and portfolio implementation

Responsible for collecting, processing, and analyzing data from various sources and creating processes

Knowledge and Skills Required

Experience and knowledge in global capital markets, with technical expertise across asset classes

Detailed understanding of performance calculations, including measurement, attribution, and decomposition

Experience and knowledge of wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments

Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution

Strong strategic thinking and problem solving skills with the ability to clearly define a problem, synthesize data to derive fact-based insights, and provide insightful and actionable recommendations

Experience working with Bloomberg, Factset, complex datasets, relational databases, and statistical packages and programming languages including VBA, SQL, Python

Proficiency in Microsoft Office including Excel, PowerPoint and Access

Strong organizational and project management skills

Must be very detail-oriented, with an ability to multi-task and handle multiple priorities

Ability to work independently and effectively on a team, with demonstrated leadership abilities

Technical background with strong analytical and quantitative skills

Exemplary verbal and written communication skills

Proactive & hard working with strong professional accountability



3+ years client service experience with of institutional and ultra-high net worth clients, investment or operations related experience within the Financial Services industry

Undergraduate degree in Finance, Math, Engineering, Statistics, or applicable field

FINRA Series 7 and 66 is a plus (candidate will be expected to obtain these licenses within 3 months of hire date and additional licensing may be required)

Experience in reporting and creating code to automate various processes

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