Executive Director & Senior Fixed Income Client Portfolio Manager

Morgan StanleyBoston, MA
$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

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.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Executive

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service