Jobs · Finance · Massachusetts

MSIM- Product Specialist- Leveraged Loans- Associate/ Senior Associate

Morgan Stanley · Boston, MA · 2 wk ago
Finance$100k–$160k/yrFull-time

Responsibilities

  • Monitor and summarize market developments, economic releases and portfolio activity across Leveraged Loan strategies for internal use and inclusion in client materials.
  • Draft and update client portfolio review materials and market commentary in partnership with the Client Portfolio Manager, leveraging investment team inputs, internal attribution data and external sources.
  • Support consultant and client coverage by preparing meeting materials, maintaining standard messaging and following up on information requests under the direction of senior team members.
  • Cook up data, performance metrics and due diligence content required for RFPs/RFIs and other business support requests; help ensure timely and accurate completion.

Requirements

  • 3–7 years of experience in asset management, investments, product, research, client service, or a related role.
  • Working knowledge of fixed income markets; familiarity with leveraged loans and/or CLOs is a plus.
  • Strong writing, editing and data-driven storytelling skills; comfort presenting internally and contributing to client materials.
  • Highly organized, proactive and detail-oriented; able to meet deadlines and multiple requests in a fast-paced environment.
  • Interest in levered credit and enthusiasm for developing deeper product expertise over time.
  • Strong analytical skills and resourcefulness to efficiently solve problems and synthesize information.
  • Familiarity with performance, attribution and risk concepts (or the ability to learn quickly); strong Excel/PowerPoint skills preferred.

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