Provide performance attribution / contribution reporting for assigned areas of product coverage, with an emphasis on Equity & the Multi Asset strategies. Provide secondary coverage for other asset class / areas (Fixed Income, Regulatory reporting, 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. Coordination and collaboration with Operations teams and external vendor to provide oversight of PRIIPS KIDs and UCITS KIIDs 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. Strong quantitative, analytical and problem-solving skills along with a high attention to detail. Excellent verbal and written communications skills. 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. Able 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. Demonstrate thorough knowledge of both traditional asset management and alternatives investments (derivatives, fixed income, cash equities, mutual funds, hedge funds, private equity). Experience in using FactSet, Blackrock Aladdin, Bloomberg, and other performance attribution vendor systems is preferred. 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 performance attribution theory and practice Understanding of PRIIPs and UCITs regulatory frameworks and application of relevant guidelines in asset management context is preferred. Advanced knowledge of Excel, including designing, creating, and maintaining complex spreadsheets, power queries, reports, and charts. Python, SQL, data visualization tools (Tableau, Power BI) preferred. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. Flexible work statement Interested in flexible working opportunities? Speak to our recruitment team to find out more. 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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