Institutional Portfolio Monitoring - Associate

Job description

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. An Investment Policy Statement (IPS) is a formal written document that describes how a client intends their portfolio to be invested with guidelines regarding the portfolio’s asset allocation, investment restrictions, permitted investments, and guides the Financial Advisor’s recommendations to the client. IPSs are used primarily by institutional clients. Institutional Portfolio Monitoring Risk (IPMR) monitors client IPSs under Wealth Management Institutional Client Segment Risk using cloud based SAAS and other internal technology solutions to monitor portfolios under a systemic model and escalates portfolio variances to portfolio managers and their supervisors for action and correction. The ideal candidate for this role will be a seasoned investment professional with deep investment product knowledge, experience across all asset classes, and a solid grounding in modern portfolio theory, adept at identifying and articulating portfolio risks with clarity and precision. The IPM role is a non-revenue sharing position...