Portfolio Specialist

  • Competitive
  • Singapore Singapore Singapore SG
  • Permanent, Full time
  • Morgan Stanley
  • 20 Jun 18 2018-06-20

See job description for details

About Morgan Stanley
Morgan Stanley is a leading global financial services firm providing investment banking, securities, investment management and wealth management services. With offices in more than 43 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals.

An opportunity exists for an Associate to join the team based in Singapore.


  • Coordinate and review quarterly reporting deliverables with the outsourced fund administrators, including both fund level and investment level
  • Coordina te and review the financials of the project companies and mid-tier entities, including but not limited to the monthly financial packages, audited finance statements and tax returns
  • Assist in the preparation of the business plans and valuation models
  • Assist with legal entity management for Singapore platform including but not limited to 13R/13X requirements
  • Document processing/ supporting role across investment controlling and asset management functions
  • Other ad hoc reporting


  • Bachelor’s Degree required, Master’s Degree advantageous
  • 4+ years of relevant analytical/ operational experience
  • Accounting or numeric background
  • Exposure in real estate, f und business or consultancy is a plus
  • Strong analytical skills
  • Strong interpersonal and communication skills
  • Strong on prioritizing and problem solving
  • Proficient in MS Excel, Word and PowerPoint