Investment Performance_associate_product Support & Services Im

Morgan Stanley

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Performance calculation and reporting
Investment management operations
Data quality rules
** Morgan Stanley is seeking an Associate for its Investment Management Operations team to support performance calculation and reporting, improve processes, and ensure compliance with established service levels. The ideal candidate will have at least three years of relevant experience in investment management operations, strong analytical skills, and a proactive approach to client service. **

Job Summary

  • The Associate will be responsible for ensuring the Performance team meets all internal and external deliverables against established Service Level Agreements.
  • Key responsibilities include understanding performance and analytical calculation requirements, building a preventive control framework, and leveraging data quality rules to identify gaps.
  • Morgan Stanley offers an opportunity to work alongside talented individuals in a supportive and inclusive environment with attractive employee benefits.

Matching Summary

Match Score: 75

** Morgan Stanley is seeking an Associate for its Investment Management Operations team to support performance calculation and reporting, improve processes, and ensure compliance with established service levels. The ideal candidate will have at least three years of relevant experience in investment management operations, strong analytical skills, and a proactive approach to client service. **

Skills & Requirements

Must-have

  • performance calculation and reporting
  • investment management operations
  • data quality rules
  • process improvement activities
  • risk identification and escalation
  • vendor service level management

Nice-to-have

  • client service and relationship management
  • independent operation and collaboration
  • culture carrier and core values

Key Requirements

  • At least 3 years' relevant experience
  • Asset management performance calculation and reporting experience
  • Knowledge of alternative return calculations and GIPS standards
  • Familiarity with industry-leading technologies like Alteryx, PowerBI, GenAI

Work Rights

Not specified

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