Senior Associate/Vice President, Portfolio Specialist
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 twenty-four countries, and a total of $1.7 trillion in assets under management as of December 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 Income Product Manager serves as an extension of the Eaton Vance/Parametric Municipal team and Institutional Portfolio Managers, with a focus on partnering with Eaton Vance and Morgan Stanley Investment Management distribution businesses. The Eaton Vance/Parametric municipal team is an industry leader with over $75 billion under management across retail and institutional separately managed accounts, open and closed-end funds, active ETFs, and a private municipal credit fund.
The Income Product Manager 'owns' all marketing-related functions and helps produce investment-related content contained in pitch books, fact sheets, sales ideas, talking points and RFPs. The Income Product Manager also generates competitive and positioning analysis, assists with investment commentary production, and handles ad hoc attribution and data requests. In addition, the Income Product Manager acts as the first point of contact within the intermediary and institutional marketing channels, coordinates business questions from the field, participates in client/prospect meetings and conducts internal training sessions. He/she also contributes to thought leadership initiatives and investment content across client- and market-facing mediums.
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Primary Responsibilities :
- Maintains a comprehensive and ongoing understanding of assigned municipal investment strategies and markets, serving as a partner with the IPMs.
- Oversees the quality and integrity of client- and market-facing investment communications and marketing material.
- Serves as a primary interface for investment communications internally and externally and responds to product-related questions and data requests.
- Provides sales and marketing support for assigned investment products, develops materials and talking points and provides investment input for marketing programs.
- Reviews RFP content and proofreads investment-related communications and pitch books.
- Assists with the creation of presentation materials for sales meetings and client requests.
- Responds to ad hoc requests for portfolio attribution, characteristics, holdings, etc.
Qualifications :
- Minimum 5 years related fixed income experience with an investment manager.
- Strong knowledge of fixed income markets and SMA products. Municipal experience preferred.
- FINRA Series 7 & 65/66 required or obtained within 6 months of hire date.
- Highly effective verbal and written communication capabilities.
- Strong technical skills: Factset, Zephyr, eVestment, Morningstar Direct preferred.
- Bachelor's degree required.
- CFA or progress toward CFA strongly preferred.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $115,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- Fitness Subsidies
- On-Site Gym
- Pet Insurance
- Mental Health Benefits
- FSA
- Virtual Fitness Classes
- HSA
Parental Benefits
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Return-to-Work Program
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Adoption Leave
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Leave of Absence
- Volunteer Time Off
- Personal/Sick Days
Financial and Retirement
- 401(K) With Company Matching
- Stock Purchase Program
- Performance Bonus
- Relocation Assistance
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Promote From Within
- Mentor Program
- Access to Online Courses
- Lunch and Learns
- Work Visa Sponsorship
- Leadership Training Program
- Associate or Rotational Training Program
- Internship Program
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)