Senior Associate/Vice President, Portfolio Specialist at Morgan Stanley

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Feb, 26

Salary

135000.0

Posted On

05 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Fixed Income Experience, Investment Strategies, Client Communication, Sales Support, Marketing Material Development, RFP Review, Presentation Creation, Portfolio Attribution, Technical Skills, Verbal Communication, Written Communication, Municipal Experience, CFA Progress, Factset, Zephyr, eVestment

Industry

Financial Services

Description

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. 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. 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. 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. 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.

Responsibilities

The role involves maintaining a comprehensive understanding of municipal investment strategies and overseeing investment communications. The specialist will also provide sales and marketing support for investment products and respond to product-related inquiries.