CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. With offices in more than 43 countries the people of Morgan Stanley are dedicated to providing our clients the finest thinking, product and services to help them achieve even the most challenging goals.
The primary function of this role is to manage the client reporting requirements for an Advisor team managing the investments of a range of clients, many of whom are charitable and Not For Profit organisations.
There is flexibility of days and hours for the right candidate.
The role will involve:
Analysing data across of multi-asset portfolios
Preparing regular and ad hoc performance and attribution reports for the advisors ahead of their presentations to clients, or on a regular scheduled basis directly to clients
Reviewing the portfolios against each clients policy to ensure they are within the investment guidelines
Designing and implementing processes to improve efficiency and performance of the reporting requirement
Liaising with internal and external vendors for all issues around the reporting function
Maintain data integrity and analyse data from a variety of sources including Bloomberg, model portfolios and other databases, leveraging skills in finance and economics
Respond in a timely manner to requests for data and information from internal and external clients
Assisting in the design and preparation of marketing and other materials
Ad-hoc projects as requested by the team
Comply with the ethical standards contained within the Company Code of Conduct.
Adhere to Company policies and procedures, regulatory and legislative requirements