Data & Reporting Specialist, Wealth Management

Employer
Morgan Stanley
Location
Sydney, Australia
Salary
Competitive
Posted
May 10, 2019
Closes
Jun 01, 2019
Ref
5851965
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
POSITION SUMMARY/OVERALL PURPOSE OF THE JOB

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.

KEY ACCOUNTABILITIES

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

Qualifications:

KEY COMPETENCIES / SKILLS / QUALIFICATIONS

• Strong analytical / financial skills, suitably degree qualified

• Experience in analysis and performance measurement and across multiple asset classes,

• The Certificate in Investment Performance Management (CIPM) from the CFA Institute would be well regarded.

• including direct equities, direct fixed income and managed funds;

• Strong understanding of various methodologies used to calculate investment performance;

• Experience in funds management, wealth management custody or fund administration

• Advanced Excel skills and other MS Office suite

• Knowledge and experience with Bloomberg

• Good written communication skills

• Quick learner with structured mind-set and accountability

• Attention to detail and an ability to interpret data

• Proactive and hard-working with the ability to work to deadlines and prioritise tasks

• Goal-oriented with demonstrated drive and initiative

• Experience within wealth management or financial planning highly desirable