Primary ResponsibilitiesInternational Wealth Management Fixed Income Sales; A team fully integrated into MSCo. ecosystem. Sales are responsible for advising and servicing Financial Advisors and affluent UHNW clients with cross broader needs (Emerging Markets and non USD products), actively assessing and managing risk, while working on portfolio strategy, portfolio construction, individual and/or portfolio analytics. Sales provide timely market commentary and content as well as in-depth security analysis, coordinating, facilitating and promoting sales/trading activity across global rates, credit, and FX-linked bonds through the Wealth Management Platform. The role requires strong knowledge of multi-currency products and the dynamics of FX markets (spot, forwards, swaps) as they relate to hedging, carry/roll strategies, funding considerations, and the total-return profile of non-USD fixed income. Candidate must possess the ability to operate independently in a fast paced and intense environment requiring an aptitude for analyzing and interpretating complex information in a timely manner.
- Perform portfolio reviews of client accounts with emphasis on non-USD and EM exposures (rates, credit, FX, and liquidity), and communicate risk/reward trade-offs clearly.
- Provide timely market commentary/content; identify and support clients with cross-broader market conditions and opportunities.
- Work closely with internal partners (ISG trading desk, research analyst, Portfolio Managers) to provide a comprehensive solution according to client needs.
- Investment acumen and track record - Needs credit knowledge and must understand each client's objectives and constraints, integrating FX and multi-currency considerations into portfolio construction, in order to customize and construct individualized portfolios to meet those specific needs.
- Superior collaboration skills - The successful candidate will enjoy being an individual contributor within a highly collaborative team and embrace the benefits of overlapping lines of idea generation. The Sales Specialist will build strong trusting relationships internally with FAs, research analysts, and traders. The ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction and contribute to an open investment dialogue is important.
- Growth mindset - The flexibility and openness to continue learning, evolving and growing as an investor is required.
Skills Required:- Bachelor's Degree Required
- Series 7 and 63 licenses required (or the ability to obtain within 180 days of hire)
- Knowledge of Bloomberg and familiarity with the ratings agencies
- Macro, Emerging Markets and FX markets expertise: Demonstrated understanding of how FX spot/forward curves, hedging costs, basis, and volatility affect non-USD bond outcomes; ability to explain hedged vs unhedged return drivers in plain language.
- Team player with excellent interpersonal skills and ability to work with various professionals
- Possess a strong understanding of the financial services industry and global capital markets products
- Self-motivated, innovative, hardworking individual, who can handle multiple tasks and competing deadlines while demonstrating strong time management/prioritization skills and solid judgement
- Outstanding attention to detail and follow-up
- Commercial instinct
- Strong quantitative and problem-solving skills
- Strategic: ability to draw business insights and implications from analysis.
- Ability to think creatively and critically, and thrive in a dynamic and often ambiguous work environment
- Strong communication skills: ability to summarize complex business problems and detailed analysis with clarity and brevity in written and oral form
- Ability to work collaboratively within a team and across organizational boundaries
- Well organized, detail oriented, analytical individual
- High level of motivation and strong work ethic
WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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 $70,000 and $115,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .
