EM/Non-Dollar Fixed Income Sales

Morgan Stanley•New York, NY

About The Position

International Wealth Management Fixed Income Sales; A team fully integrated into MSCo. ecosystem. Sales are responsible for advising and servicing Financial Advisors and affluent UHNW clients with cross broader needs (Emerging Markets and non USD products), actively assessing and managing risk, while working on portfolio strategy, portfolio construction, individual and/or portfolio analytics. Sales provide timely market commentary and content as well as in-depth security analysis, coordinating, facilitating and promoting sales/trading activity across global rates, credit, and FX-linked bonds through the Wealth Management Platform. The role requires strong knowledge of multi‑currency products and the dynamics of FX markets (spot, forwards, swaps) as they relate to hedging, carry/roll strategies, funding considerations, and the total-return profile of non‑USD fixed income. Candidate must possess the ability to operate independently in a fast paced and intense environment requiring an aptitude for analyzing and interpretating complex information in a timely manner. Perform portfolio reviews of client accounts with emphasis on non‑USD and EM exposures (rates, credit, FX, and liquidity), and communicate risk/reward trade-offs clearly. Provide timely market commentary/content; identify and support clients with cross-broader market conditions and opportunities. Work closely with internal partners (ISG trading desk, research analyst, Portfolio Managers) to provide a comprehensive solution according to client needs. Investment acumen and track record – Needs credit knowledge and must understand each client’s objectives and constraints, integrating FX and multi‑currency considerations into portfolio construction, in order to customize and construct individualized portfolios to meet those specific needs. Superior collaboration skills – The successful candidate will enjoy being an individual contributor within a highly collaborative team and embrace the benefits of overlapping lines of idea generation. The Sales Specialist will build strong trusting relationships internally with FAs, research analysts, and traders. The ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction and contribute to an open investment dialogue is important. Growth mindset – The flexibility and openness to continue learning, evolving and growing as an investor is required.

Requirements

Bachelor’s Degree Required
Series 7 and 63 licenses required (or the ability to obtain)
Knowledge of Bloomberg and familiarity with the ratings agencies
Macro, Emerging Markets and FX markets expertise: Demonstrated understanding of how FX spot/forward curves, hedging costs, basis, and volatility affect non‑USD bond outcomes; ability to explain hedged vs unhedged return drivers in plain language.
Team player with excellent interpersonal skills and ability to work with various professionals
Possess a strong understanding of the financial services industry and global capital markets products
Self-motivated, innovative, hardworking individual, who can handle multiple tasks and competing deadlines while demonstrating strong time management/prioritization skills and solid judgement
Outstanding attention to detail and follow-up
Commercial instinct
Strong quantitative and problem-solving skills
Strategic: ability to draw business insights and implications from analysis.
Ability to think creatively and critically, and thrive in a dynamic and often ambiguous work environment
Strong communication skills: ability to summarize complex business problems and detailed analysis with clarity and brevity in written and oral form
Ability to work collaboratively within a team and across organizational boundaries
Well organized, detail oriented, analytical individual
High level of motivation and strong work ethic

Responsibilities

Advising and servicing Financial Advisors and affluent UHNW clients with cross broader needs (Emerging Markets and non USD products)
Actively assessing and managing risk
Working on portfolio strategy, portfolio construction, individual and/or portfolio analytics
Providing timely market commentary and content as well as in-depth security analysis
Coordinating, facilitating and promoting sales/trading activity across global rates, credit, and FX-linked bonds through the Wealth Management Platform
Performing portfolio reviews of client accounts with emphasis on non‑USD and EM exposures (rates, credit, FX, and liquidity), and communicate risk/reward trade-offs clearly
Identifying and supporting clients with cross-broader market conditions and opportunities
Working closely with internal partners (ISG trading desk, research analyst, Portfolio Managers) to provide a comprehensive solution according to client needs
Integrating FX and multi‑currency considerations into portfolio construction, in order to customize and construct individualized portfolios to meet those specific needs
Building strong trusting relationships internally with FAs, research analysts, and traders
Communicating (both verbally and in writing) action-oriented opinions clearly and with conviction and contribute to an open investment dialogue