Jobs · Finance · Massachusetts

MSIM- Product Specialist- Mortgage & Securitized Associate

Morgan Stanley · Boston, MA · 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

  • 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.
  • 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 $90,000 and $140,000 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.

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