Executive Director & Senior Fixed Income Client Portfolio Manager

Morgan Stanley•Boston, MA

6d•$250,000 - $300,000

About The Position

The Bank Loan Strategies Team is a pioneer in the floating-rate corporate loan market, with a demonstrable track record since 1989. The team invests in U.S. and European senior loans and CLO debt tranches, with their investment strategies underpinned by a robust fundamental research platform and the consistent and systematic application of their risk-focused investment process. The Senior Fixed Income Client Portfolio Manager will join the Leverage Loan team as a liaison between the investment team and retail and institutional clients invested in the team’s funds, separately managed accounts, and pooled vehicles. Acting as a subject matter expert, the Client Portfolio Manager will be responsible for explaining our investment strategies to clients, consultants, prospects and distribution partners to achieve both asset retention and growth of assets under management across the U.S., Europe, and Asia.

Requirements

A minimum of 10-15 years of experience in the asset management industry, in investment, research or marketing capacity
Extensive knowledge of and experience analyzing Fixed Income Markets
Strong writing and presentation skills in front of small and large audiences
Self-starter, networker, consensus-builder with drive to be successful
Broad insight into levered credit investment strategies
Keen research capabilities with the resourcefulness to efficiently solve problems
Knowledge of attribution analysis and risk metrics of portfolios

Nice To Haves

Operates with a strong sense of ethics and integrity in your interactions with others and decision making.
Takes accountability and ownership in your work with a focus on long-term value creation.
Track record of fostering a culture of honesty, transparency and accountability within teams.
Proven ability to collaborate across teams to deliver optimal solutions for clients.
A passion for innovation, with a continuous improvement mindset to drive excellence.
Respect for individual differences, with an openness to diverse perspectives.
Engagement in community service, volunteering or corporate citizenship initiatives.
Commitment to mentoring and supporting professional growth of others.

Responsibilities

Communicate all market development, economic and portfolio activity related to the team’s investments in all Leveraged Loan strategies with high level and knowledgeable audiences, including Chief Investment Officers, and investment boards of corporate, public, and sovereign entities.
Write and verbally communicate client portfolio reviews, market outlook commentary and respond to client ad-hoc research requests based on investment team discussions and comments, internal attribution data and external sources.
Deepen and expand relationships with Consultant community to both retain clients and further develop new business across strategies.
Serve as investment team’s liaison within MSIM to Distribution, Legal, Risk, Compliance and Operations teams to ensure successful take-on, maintenance and growth of client assets.
Perform competitor analysis and market research
Manage data and information required for RFPs, RFIs and help ensure successful completion of such items.