FI Portfolio Specialist - Senior Associate

TEAM – Fixed Income Portfolio Specialist

LEVEL –  Senior Associate

DEPARTMENT PROFILE

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has $1.66 Trillion in assets under management or supervision as of December 2024. Morgan Stanley Investment Management 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.

Team Profile:

The Fixed Income Portfolio Specialist will be responsible for servicing existing clients and building the business across a broad range of fixed income strategies across the Broad Markets investment team.  The role sits as part of the investment team and serves as a primary interface into internal and external stakeholders.

Key responsibilities

• Ability to manage multiple priorities in a fast-past environment and ensuring speed to market with minimum risks.
• Be fully integrated in the investment team to understand portfolio positions, market outlook and investment themes.
• Support the engagement with sales, client services, product development, operations, marketing, and other departments, to help respond to client requests and raise net new assets.
• Participate in the production of client-facing collateral including presentations, RFPs, and marketing materials.
• Help to represent the investment team with current and prospective clients.
• Analyse and problem-solve complex client queries and problems as they arise in a timely manner.
• Take responsibility for the production, quality control and timely delivery of client portfolio review materials and client deliverables
• Partner with the key stakeholders including technology team to ensure timely execution of all initiatives. Perform quality control checks on material development and performance update process and contribute to ongoing quality and efficiency improvements.

Skills desired

• Minimum of  8-10 years of industry experience.
• Strong team management/people management skills.
• Strong interpersonal skills: ability to develop effective working relationships with key stakeholders.
• Ability to manage multiple tasks simultaneously and deliver outstanding work products under tight deadlines.
• Prior knowledge and relevant experience working within the fixed income markets, preferably within the asset management industry in a similar role.
• Demonstrable relationship management experience of working with cross-functional teams as well as with business development contacts, prospects, and clients.
• Proven project management skills with the ability to work in a team-based culture and environment; to behave always bearing common interests and respect for fellow team members in mind.
• Excellent written, verbal, and interpersonal skills
• Exceptionally self-motivated and demonstrate an entrepreneurial / business development mind-set.
• High degree of dependability, independence, and attention to detail.
• A problem solver with the ability to prioritise a multitude of tasks successfully, while maintaining high quality.
• Familiarity with tools such as Bloomberg, Aladdin, MS PowerPoint, and Excel.
• Professional qualifications (eg. IMC or CFA)
• Programming skills is an advantage

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents

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.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.