Asset Management & Portfolio Analytics Specialist
Core
Analyse diversified lending portfolios, assess asset performance, and deliver insights to support funding, investment, and risk decisions for Morgan Stanley's Fixed Income Secured Lending team.
Role type
Asset Management & Portfolio Analytics Specialist
Builds
Financial models, portfolio updates, and presentations for senior management and global stakeholders.
Domain
Financial Services / Fixed Income / Secured Lending / Structured Credit
Required skills
Portfolio analysis, financial modelling, credit assessment, risk analysis, valuation, market research, data analysis, SQL, Python, VBA, Power BI, Advanced Excel
Preferred skills
Knowledge of investment products, lending, structured credit, FX, derivatives, capital markets, AI automation
Technologies
SQL, Python, VBA, Power BI, Excel
Responsibilities
Analyse and monitor diversified lending portfolios (residential mortgages, commercial real estate, auto, consumer, student, corporate loans); Build and enhance financial models to assess asset performance, credit quality, and portfolio risk; Evaluate funding requests and monitor portfolio trends; Assess impact of changing market conditions; Prepare portfolio updates and presentations; Partner with Operations, Risk, Finance, and Technology teams; Conduct market, company, sector, and asset-level research.
Seniority
Mid-level, hands-on IC