# Institutional Client Reporting Specialist at Morgan Stanley

Morgan Stanley is hiring an Institutional Client Reporting Specialist in Budapest, Hungary. Level rates it Little AI ●○○○; you can [apply on Morgan Stanley](https://jobsbylevel.com/go/865b510d-c778-4be2-98a1-60cb1048e97e?utm_medium=ai-agent).

AI Level 1, AI centrality 37 out of 100. Budapest, Hungary.

## Details

- Company: [Morgan Stanley](https://jobsbylevel.com/companies/morgan-stanley)
- AI level: AI Level 1 (score 37 out of 100)
- Location: Budapest, Hungary
- Posted: October 1, 2026
- Apply: https://jobsbylevel.com/go/865b510d-c778-4be2-98a1-60cb1048e97e?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=institutional-client-reporting-specialist-at-morgan-stanley-c3f817

## Description

Build your expertise in investment reporting while working with sophisticated international clients. We’re looking for an experienced investment reporting professional to join our Institutional Infrastructure Solutions team in Budapest. This is an opportunity to combine your performance reporting and portfolio knowledge with direct client exposure, supporting Wealth Management and Family Office clients. You’ll work closely with colleagues across the UK and international teams, helping clients understand their investment reporting including reporting methodology, and calculations, resolving complex reporting questions and ensuring accurate, high-quality portfolio information. Institutional Infrastructure Solutions (IIS), a business unit within Corporate & Institutional Solutions, is an integrated client service solution for institutional and family office clients. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office (“MSFO”), Outsourced Chief Investment Office (“OCIO”), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations. IIS is responsible for all client service execution processes including Client Onboarding & Maintenance, Investment Execution, Asset Aggregation, Accounting, Reporting & Analytics and Billing. IIS is looking for an entrepreneurial, ambitious and intellectually curious professional to join the Institutional Reporting Team. The candidate plays a vital role maintaining accurate data in performance reporting systems, adhering to all policies and procedures, and contributing to operational process improvements. The candidate will collaborate and partner closely with client coverage teams, investment officers, and financial advisors to deliver timely and accurate performance reports. What you’ll do in the role: Produce and review monthly and quarterly investment performance reports for institutional and ultra-high-net-worth clients. Investigate performance discrepancies and ensure portfolio and investment data is accurate and complete. Support international client reporting onboarding and the implementation of reporting solutions for new relationships. Serve as a point of contact for client reporting questions, including technical queries, and help translate client requirements into practical solutions within our systems. Review investment activity, valuations, cash flows and alternative investment transactions. Manage reporting exceptions and troubleshoot data or system-related issues. Work with large datasets and identify opportunities to automate and improve reporting processes . Partner with Investment Officers, Financial Advisors, client coverage teams and international colleagues. Build strong knowledge of our investment reporting platforms, processes and data infrastructure. Contribute ideas that make reporting more efficient, scalable and client focused. What you’ll bring to the role: 3+ years of experience in portfolio accounting, investment performance reporting or a closely related investment reporting role . Hands-on experience with performance reporting platforms , ideally Addepar, Investment Metrics or similar investment/portfolio reporting systems . Experience within Wealth Management, Asset Management, Family Office or investment services . Good understanding of investment and portfolio management concepts, including asset allocation, portfolio construction, performance attribution, manager selection and risk management . Confidence investigating data issues, reconciling discrepancies and solving complex reporting problems. Strong communication skills and the confidence to interact directly with international clients , including discussing technical reporting questions. Strong Excel skills and comfort working with investment and portfolio data. A proactive, collaborative mindset and an interest in improving processes rather than simply following them. Nice to have Experience supporting ultra-high-net-worth or Family Office clients

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/institutional-client-reporting-specialist-at-morgan-stanley-c3f817

Source: https://jobsbylevel.com/jobs/institutional-client-reporting-specialist-at-morgan-stanley-c3f817

## Cite this page

Level. https://jobsbylevel.com/jobs/institutional-client-reporting-specialist-at-morgan-stanley-c3f817.

Get job alerts: https://jobsbylevel.com/newsletter