About Us:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.  

 
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. 

Role Description

The role is based out of Mumbai and will primarily support the monitoring of specific alternative investments and secondarily conduct portfolio and performance analytics and reporting responsibilities for the Morgan Stanley Family Office (MSFO) team, which provides custom portfolio management solutions for family office investors.

Primary Responsibilities:

• Portfolio/Performance Analytics & Reporting to support production of quarterly/semi-annual investment reports for client meeting decks, including items related to performance, financial metrics, attribution and other relevant items.
• Perform ongoing investment due diligence on alternative investment strategies with a focus on private equity and co-investments in private companies.
• Analyze existing managers in relation to their investment process, track record, attribution, portfolio construction, and risk management capabilities.
• Review performance of private company co-investments including financial metrics, business plans, funding needs and value creation.
• Conduct regular update calls with managers and private companies on a variety of investments.
• Running analytics and supporting the creation and maintenance of dashboards used to facilitate the investment process. This will include data entry and initial production of content produced by our teams.

Qualifications:

• 3-5 years of relevant work experience Bachelor’s Degree, preferably with Finance experience and an understanding of alternative investments and private markets
• Strong analytical and quantitative skills, attention to detail and an interest in learning about the investment process
• Excellent written & spoken English and business communication skills. Advanced knowledge and extensive firsthand experience with Microsoft Office -Excel, PowerPoint, and Word.
• Comfort juggling multiple priorities; strong organizational and time management skills.
• Ability to work effectively as a member of a team or independently to meet critical deadlines for client deliverables.
• Persistence, tenacity and drive for results.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.

Morgan Stanley is an equal opportunities employer. 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.