Required - Yes / No People Management No Global Stakeholder Management Yes No Global Lead / Lead for a function with concentration in India (as % of Global) > 70% No Technical expertise required (market knowledge, specific systems, regulations etc.) DEPARTMENT PROFILE The Global Portfolio Analysis and Reporting (GPAR) Team is part of the Global Risk & Analysis team at MSIM and is responsible for performance and risk portfolio analytics for internal and external clients. Activities covered by the team include portfolio return attribution, ex-post risk analytics, portfolio characteristics, competitive analysis. Strong quantitative, analytical, and problem-solving skills along with a high attention to detail. Working knowledge of traditional asset management investments (cash equities, fixed income, FX forwards and other derivatives). Asset management performance calculation and reporting experience including knowledge of CFA Institute Guidelines. In depth understanding of attribution theory and practice. Advanced knowledge of Excel, including designing, creating, and maintaining complex spreadsheets, queries, reports and charts. Strong individual initiative with the ability to take a proactive approach to assigned projects and new team initiatives. Ability to think strategically and build on system capabilities. Ability to maintain a high level of confidentiality. Prior experience with driving process efficiencies is desired. Intellectual curiosity along with excellent problem-solving skills and high attention to detail. Bachelor's Degree in Accounting, Finance, Economics or a quantitative field. 1-3 years of relevant experience. Understanding/familiarity of the PRIIPS regulatory technical standards regulation and UCITS SRRI guidelines preferred Demonstrate thorough knowledge of both traditional asset management and alternatives investments (derivatives, fixed income, cash equities, mutual funds, hedge funds, private equity) preferred. Advanced knowledge of Excel, including designing, creating, and maintaining complex spreadsheets, power queries, reports, and charts. Python required. SQL, data visualization tools (Tableau, Power BI) desired. Experience in using FactSet, Blackrock Aladdin, Bloomberg, and other performance attribution vendor systems desired. Additional proprietary tools are also used. Understanding of basic accounting principles - ability to interpret performance impact of various transactions and corporate actions. Asset management performance calculation knowledge, including of alternatives return calculations. Understanding of attribution theory and practice 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. 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. 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. Implement a robust BAU process for the PRIIPS oversight function. Develop a thorough knowledge of the PRIIPS regulation that will support the role for adequate oversight. Provide input data for new fund launches, validate risk calculations, and sign off or challenge risk and performance scenario calculations. Ability to run python and SQL queries to assist with monitoring of risk statistics. Work with other colleagues in the global organization to streamline/increase efficiency and accuracy of the GPAR Team processes. Open to other project work as needed relating to the GPAR Team. Provide performance attribution / contribution reporting for assigned areas of product coverage, with an emphasis on Equity & Multi Asset strategies. Provide secondary coverage for other asset class / areas (Fixed Income, Competitive Analysis reporting) Respond to ad hoc attribution/contribution requests; perform custom analysis and detailed examination of calculations and output. Play an active role in ensuring and improving data integrity/quality. Significant one to one interaction with investment team members, product specialists, client service administrators, and other investment professionals on a variety of issues relating to investment performance and the decomposition of returns. Collaborate with the Information technology and Project management teams to re-engineer processes and increase effectiveness of existing reporting. Candidate should also be capable of writing interpretive commentary to the reports being produced; presenting reports and interpretations to senior management; and designing new reports that influence the executive decision-making process at MSIM.
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