Portfolio Specialist – Client Strategy

About the role

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 25 countries with $1.9 Tn in assets under management or supervision as of March 31, 2026. MSIM 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.

Position Summary

Calvert Research & Management (Morgan Stanley Investment Management) is seeking a Vice President to support its Institutional Services & Strategy group. The role is a hybrid Portfolio Specialist, Client Service, and Content Development role supporting the institutional client channel. This individual will act as a key partner to Portfolio Managers, Calvert’s Research and Engagement teams, Sales, and Marketing, helping to position Calvert’s strategies effectively with institutional clients globally.

Key Responsibilities

• Serve as a subject matter expert on assigned Calvert investment strategies and capabilities
• Partner with Portfolio Managers and Research Analysts to articulate investment philosophy, process, positioning, and performance drivers
• Represent strategies in institutional client meetings, consultant presentations, and industry conferences
• Translate portfolio positioning, market developments, and performance attribution into clear, client-ready messaging
• Maintain strong awareness of competitive positioning, peer landscape, and institutional market trends
• Assist in responding to investment-related inquiries from clients and consultants, supporting the team in delivering accurate and timely information
• Help proactively communicate performance updates, portfolio positioning, market developments, and emerging themes to clients, working alongside senior team members
• Contribute to maintaining strong relationships with institutional clients and investment consultants by supporting high service standards and addressing client needs
• Work with colleagues to identify opportunities to deepen engagement with existing clients through educational initiatives, thought leadership, and strategic discussions
• Support the team in onboarding new clients and participating in ongoing due diligence processes as needed
• Partner closely with Institutional Sales to support new business efforts
• Participate in prospect meetings, finals presentations, and consultant reviews
• Contribute to strategic account planning and pipeline development
• Provide investment expertise in RFP responses, consultant questionnaires, and due diligence materials
• Educationally educate Sales and Marketing colleagues on strategy positioning, differentiators, and market developments
• Contribute to the development and oversight of institutional investment content, including fund commentaries, pitchbooks, one-pagers, market insights, white papers, and thought leadership materials
• Support consistency, accuracy, and alignment of messaging across institutional client communications
• Collaborate with Marketing, Product Management, and Compliance to assist in managing content approval workflows and timelines
• Help develop scalable content frameworks that connect investment performance and portfolio positioning to Calvert’s broader investment philosophy
• Support institutional campaigns and events by ensuring content is accessible, rigorous, and tailored to institutional audiences

Qualifications

• 6–10+ years of experience at an asset manager or financial services firm
• A strong understanding of institutional asset management, portfolio construction, performance attribution, and institutional mandates
• Familiarity with responsible investing and sustainable investing approaches
• Experience in a portfolio specialist, product specialist, client portfolio manager, or similar institutional-facing role preferred
• Demonstrated ability to communicate complex investment concepts clearly and effectively to institutional audiences
• Strong commercial orientation and client-facing confidence
• Excellent written and verbal communication skills, including presentation experience
• Strong judgment, problem-solving capability, and cross-functional collaboration skills
• A Bachelor’s degree required; advanced degree preferred

What You Can Expect From Morgan Stanley

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.