MSIM - Portfolio Specialist, Fixed Income - Senior Associate
About The Position
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. The Global Fixed Income team within MSIM has team members located in New York, London, Tokyo and Singapore, which manages Fixed Income portfolios for a broad range of clients. The Role The Fixed Income Portfolio Specialist will be responsible for servicing existing clients and driving commercialization of the institutional Global Multi-sector business. The Portfolio Specialist will be expected to be the ambassador for the products in their charge, serving as a technically versed extension of the investment team and liaising between the team, Sales and their clients, consultants and other parts of the organization. Successful candidates will be entrepreneurial and have the ability to adapt as the business grows. The team is open to the candidate sitting in the New York or Boston office locations.
Requirements
- Undergraduate degree
- Knowledge of the fixed income markets and an appetite to broaden and apply this expertise.
- More than five years of experience in the fixed income industry, preferably working with institutional clients
- Proven project management skills
- Excellent written, verbal and interpersonal skills. An ability to communicate effectively in multiple languages would be an advantage
- Experience of working with cross-functional teams as well as with business development contacts, prospects, consultants and clients
- Ability to work in a team and / or across teams, and to behave always bearing common interests and respect for fellow team members in mind
- Exceptionally self-motivated and entrepreneurial
- A high level of initiative that matches the Firm’s commitment to retaining existing clients and securing new clients
- High degree of dependability and attention to detail
- Ability to prioritize a multitude of tasks successfully, while maintaining high quality
- Skilled in Microsoft PowerPoint and Excel
- Familiarity with tools such as Bloomberg
Responsibilities
- Lead efforts in servicing existing clients, requests for new client opportunities (e.g., RFPs), and acting as liaison with internal departments for client support and management
- Proactively engage with Sales, Consultant Relations, and Marketing to keep clients informed and help raise net new cash
- Work alongside the investment teams to understand the investment outlook and investment rationale behind portfolio positioning, communicate investment outlook to existing and potential clients
- Represent the investment team with current and prospective clients
- Produce high quality written communication material for use by internal and external constituents
- Lead the production of presentation and marketing material for use in client reviews and pitches
- Develop and maintain credible, compelling and timely product communications
- Partner with our Sales colleagues at meetings with existing and prospective clients
- Identify the important messages to present a simple and effective global narrative, working with all of the fixed income investment teams
- Support and train other members of the portfolio specialist team
- Lead product development initiatives
- Lead internal product training sessions
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
