MSIM- Institutional Portfolio Manager- Mortgage & Securitized Fixed Income- Vice President/ Executive Director

Morgan Stanley•Boston, NY

1d•Onsite

About The Position

Morgan Stanley Investment Management (“MSIM”) is seeking an Institutional Portfolio Manager / Senior Product Specialist to join the Mortgage & Securitized Team. This individual will serve as a key client-facing representative of the investment team, acting as a liaison between the portfolio management team and institutional clients, consultants, prospects, distribution partners, and other key stakeholders. While this role does not have direct portfolio management responsibility, the individual will be expected to develop a deep understanding of the team’s investment philosophy, process, portfolio positioning, performance drivers, and market views. The successful candidate will be a subject matter expert on the team’s securitized fixed income strategies and will represent the team in client meetings, due diligence sessions, consultant reviews, prospect presentations, and internal distribution discussions. The role requires extensive travel and close coordination with portfolio managers, research analysts, distribution, marketing, legal, compliance, risk, and operations teams. The primary objectives are to support client engagement, deepen relationships, enhance transparency around the team’s investment strategies, and contribute to asset retention and growth across the platform globally.

Requirements

Minimum of 5–10 years of relevant experience in asset management, fixed income, investment research, product strategy, institutional portfolio specialist, client portfolio management, or investment marketing.
Strong knowledge of fixed income markets, with meaningful experience in securitized products strongly preferred.
Ability to discuss securitized investment strategies, portfolio construction, risk positioning, performance attribution, and market themes with sophisticated institutional audiences.
Strong written and verbal communication skills, including the ability to present effectively in both small-group and large-audience settings.
Demonstrated ability to communicate complex investment concepts clearly and persuasively to clients, consultants, prospects, and internal partners.
High degree of intellectual curiosity, analytical ability, and investment acumen.
Knowledge of portfolio attribution, risk metrics, benchmark analysis, and performance evaluation.
Strong research capabilities and resourcefulness in responding to client, consultant, and internal stakeholder requests.
Self-starter with strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.
Collaborative team player with strong interpersonal skills and the ability to build consensus across investment, distribution, and control functions.
Willingness and ability to travel extensively.
Strong technical skills, including Microsoft Excel and PowerPoint.
Bachelor’s degree required.

Nice To Haves

Bloomberg, Morningstar Direct and eVestment experience preferred.
CFA designation or progress toward CFA strongly preferred.
FINRA Series 7 and Series 65/66 preferred.

Responsibilities

Travel extensively to meet with existing and prospective institutional and intermediary clients, consultants, financial advisors, and distribution partners.
Represent the Mortgage & Securitized Team in client meetings, portfolio reviews, due diligence meetings, finals presentations, and consultant discussions.
Communicate the team’s market views, economic outlook, investment philosophy, portfolio positioning, performance drivers, risk exposures, and current portfolio activity across securitized fixed income strategies.
Translate complex securitized markets and portfolio concepts into clear, compelling, and client-appropriate messaging for sophisticated audiences.
Partner closely with portfolio managers and research analysts to remain current on market developments, investment themes, portfolio changes, and relative value views across securitized sectors.
Prepare and deliver written and verbal client portfolio reviews, market outlooks, strategy updates, performance commentary, and responses to ad hoc client and consultant inquiries.
Support the senior institutional portfolio manager and broader investment team as a primary liaison to MSIM Distribution, Marketing, Legal, Risk, Compliance, and Operations teams.
Help ensure effective onboarding, servicing, retention, and growth of client assets across institutional separate accounts, pooled vehicles, retail funds, and other investment solutions.
Contribute to the development and refinement of strategy messaging, marketing materials, pitch books, white papers, client presentations, and thought leadership.
Perform competitor analysis, peer comparisons, market research, and product positioning work to support distribution and client engagement efforts.
Manage, maintain, and enhance data and investment-related information required for RFPs, RFIs, consultant databases, and client due diligence requests.
Partner with internal stakeholders to ensure consistency, accuracy, and compliance of external messaging related to the team’s investment strategies.