MSFO Client Reporting Oversight, Wealth Management

About Morgan Stanley

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 are critical to our success. We share common values rooted in integrity, excellence, and a strong team ethic. Morgan Stanley provides a superior foundation for building a professional career—a place for people to learn, achieve, and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture.

Role Overview: MSFO Client Reporting Oversight, Wealth Management

This role, based out of Mumbai, primarily supports the monitoring of specific alternative investments. Secondarily, it involves conducting portfolio and performance analytics and reporting responsibilities for the Morgan Stanley Family Office (MSFO) team, which delivers custom portfolio management solutions for family office investors.

Primary Responsibilities

• Support production of quarterly/semi-annual investment reports for client meeting decks, including performance, financial metrics, attribution, and other relevant items.
• Perform ongoing investment due diligence on alternative investment strategies, focusing on private equity and co-investments in private companies.
• Analyze existing managers regarding 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 various investments.
• Run analytics and support the creation and maintenance of dashboards to facilitate the investment process, including data entry and initial content production.

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 and 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 a drive for results.

What Morgan Stanley Offers

At Morgan Stanley, we raise, manage, and allocate capital for our clients, helping them reach their goals. We do it in a differentiated way, as we have for 90 years. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide our daily decisions to do what's best for our clients, communities, and more than 80,000 employees across 1,200 offices in 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 diverse backgrounds and experiences. We proudly support our employees and their families at every point along their work-life journey, offering attractive and comprehensive employee benefits and perks. There is also ample opportunity to move about the business for those who show passion and grit in their work.

Key skills/competency

• Alternative Investments
• Private Equity Analysis
• Performance Reporting
• Financial Modeling
• Data Analytics
• Client Reporting
• Due Diligence
• Microsoft Excel
• Portfolio Analysis
• Wealth Management