Jobs · Finance · New York

MSIM- Product Specialist- Mortgage & Securitized Associate

Morgan Stanley · New York, NY · 3 days ago
Finance$90k–$140k/yrFull-time

Responsibilities

  • Monitor and summarize market developments, economic releases and portfolio activity across Mortgage & Securitized strategies for internal use and inclusion in client materials.
  • Draft and update client portfolio review materials and market commentary in partnership with the Institutional Portfolio Managers, 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

  • 2-5 years of experience in asset management, investments, product, research, client service, or a related role.
  • Working knowledge of fixed income markets; familiarity with securitized assets, corporate credit or emerging markets debt 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.
  • Strong technical skills: Microsoft Excel, Power Point, Morningstar Direct, eVestment, Bloomberg preferred.
  • Bachelor’s degree required.
  • CFA or progress toward CFA strongly preferred.
  • FINRA Series 7 & 65/66 preferred.

Who You Are

  • Takes accountability and ownership for deliverables, with a focus on accuracy and long-term value creation.
  • Demonstrates strong attention to detail and sound judgment when working with sensitive information.
  • Collaborates well across teams and functions to help deliver timely, high-quality outcomes.
  • Brings a continuous improvement mindset and looks for ways to streamline processes and enhance materials.
  • Engaged and willing to contribute to team culture and broader firm initiatives, as appropriate.
  • Committed to learning, seeking feedback and developing product expertise over time.

What You Can Expect From Morgan Stanley

  • Raised, managed and allocated capital for clients – helping them reach their goals.
  • Worked alongside the best and the brightest in a supportive and empowering environment.
  • Offered some of the most attractive and comprehensive employee benefits and perks in the industry.
  • Provided ample opportunity to move about the business for those who show passion and grit in their work.
  • Committed to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
  • Supported by a diverse workforce reflecting a broad cross-section of the global communities in which we operate.

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