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Associate-Portfolio Risk

2.00 to 5.00 Years   Mumbai City   30 Mar, 2022
Morgan Stanley Advantage Services Pvt Ltd
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaRisk / Underwriting
EmploymentTypeFull-time

Job Description

    *Wealth Management Risk functions as an in-business risk unit to provide risk assessment and risk management for investment options offered within Wealth Management. WM Portfolio Risk, within WM Risk, oversees investment risks arising from Wealth Managements various brokerage and advisory activities. Advisory includes asset management activities in Financial Advisor (FA), Firm-affiliated, and Client discretionary programs. The Portfolio Risk team is a data-driven group that uses analytical methods to assess risks in client portfolios and to design supervision controls. The team is seeking an experienced portfolio analyst to support the supervision of FAs whose sales practices pose potential risks to the Firm by assisting with book-level analysis and reviews of client investment portfolios.The analyst will be responsible for conducting quantitative analysis to identify key risks within investment portfolios, as well as patterns of sales practice concerns across the FA s book of clients. The successful candidate should have a b asic understanding of financial markets and products to analyze portfolio holdings across various asset classes; be able to source data from an internal data base, transforming data as necessary to draw conclusions; and prepare supporting materials to present conclusions. In addition, the successful analyst will be expected to work independently as well as part of a team in conducting risk reviews.Additional details of the role: The Portfolio Risk team is responsible for identifying FAs who pose potential sales practice concerns for the Firm. The team is also responsible for carrying out detailed analyses of the FAs books in order to reach conclusions about the potential risks and quantify the magnitude of the risks. Currently the two main areas of focus for sales practice concerns are discretionary performance and FA revenue.In evaluating FAs with discretionary portfolio businesses, the team conducts deep dive analysis of investment performance and market risks of the FAs investment strategies. These reviews consist of evaluating absolute strategy performance, relative performance, volatility alignment with client risk profiles, and downside risk potential. In evaluating FAs who generate elevated levels of revenue relative to peers, the team conducts detailed analysis of the book of business to determine the primary sources of revenue. The reviews often require transactional-level analysis in order to help build patterns of behavior. The successful portfolio analysist will need to be able to carry out independent research of an FA using Firm tools to validate the existence of sales practice risks, and show the supporting analysis to defend the conclusion. , *Qualifications and Experience
    • Bachelor s degree in relevant field or at least 2-5 years of relevant experience in the financial industry required
    • A positive attitude, strong interpersonal skills, the ability to work independently and to prioritize workload, and the ability to work in a team environment
    • An interest in financial markets and an eagerness to learn
    • Proficiency in MS word/excel/access/ppt
    • SQL, Python, R a plus

Keyskills :
strong interpersonal skillsportfolio riskrisk managementrisk assessmentasset managementfinancial marketsportfolio analysisprioritize workloadinterpersonal skills

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