MSIM - Portfolio Specialist, Fixed Income - Senior Associate
About The Position
Morgan Stanley Investment Management (MSIM) is seeking a Portfolio Specialist for its Global Fixed Income team. This role is responsible for servicing existing clients and driving the commercialization of the institutional Global Multi-sector business. The Portfolio Specialist will act as an ambassador for the products, serving as a technically versed extension of the investment team and liaising between the team, Sales, clients, consultants, and other parts of the organization. Successful candidates will be entrepreneurial and adaptable. The team is open to candidates located in the New York or Boston offices.
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.
- 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
Nice To Haves
- An ability to communicate effectively in multiple languages would be an advantage
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
Benefits
- Comprehensive employee benefits and perks in the industry
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What This Job Offers
Job Type
Full-time
Career Level
Senior
