MSIM- Institutional Portfolio Manager- Mortgage & Securitized Fixed Income- Vice President/ Exe[...]

Morgan Stanley Investment Management (MSIM) operates globally with $1.9 trillion in assets under management or supervision. The Mortgage & Securitized Team manages over $45 billion in assets, including more than $24 billion in dedicated securitized strategies. The Fixed Income Institutional Portfolio Manager / Senior Product Specialist will join this team as a key client‑facing representative, acting as a liaison between portfolio managers and institutional clients, consultants, prospects, distribution partners, and other stakeholders. Responsibilities Travel extensively to meet with institutional and intermediary clients, consultants, financial advisors, and distribution partners. Represent the Mortgage & Securitized Team in client meetings, portfolio reviews, due diligence sessions, presentations, and consultant discussions. Communicate the team’s market views, economic outlook, investment philosophy, portfolio positioning, performance drivers, risk exposures, and current portfolio activity across securitized fixed‑income strategies. Translate complex securitized market and portfolio concepts into clear, compelling, client‑appropriate messaging for sophisticated audiences. Partner with portfolio managers and research analysts to stay current on market developments, investment themes, portfolio changes, and relative value views across securitized sectors. Prepare and deliver written and verbal client portfolio reviews, market outlooks, strategy updates, performance commentary, and responses to ad‑hoc client and consultant inquiries. Support the senior institutional portfolio manager and the broader investment team as a liaison to MSIM Distribution, Marketing, Legal, Risk, Compliance, and Operations teams. Help ensure effective onboarding, servicing, retention, and growth of client assets across institutional separate accounts, pooled vehicles, retail funds, and other investment solutions. Contribute to the development and refinement of strategy messaging, marketing materials, pitch books, white papers, client presentations, and thought leadership. Perform competitor analysis, peer comparisons, market research, and product positioning work to support distribution and client engagement efforts. Manage, maintain, and enhance data and investment‑related information for RFPs, RFIs, consultant databases, and client due diligence requests. Partner with internal stakeholders to ensure consistency, accuracy, and compliance of external messaging related to the team’s investment strategies. Qualifications Minimum of 5–10 years of experience in asset management, fixed‑income, investment research, product strategy, institutional portfolio specialist, client portfolio management, or investment marketing. Strong knowledge of fixed‑income markets, with meaningful experience in securitized products strongly preferred. Ability to discuss securitized investment strategies, portfolio construction, risk positioning, performance attribution, and market themes with sophisticated institutional audiences. Strong written and verbal communication skills, including effective presentation in small‑group and large‑audience settings. Demonstrated ability to communicate complex investment concepts clearly and persuasively to clients, consultants, prospects, and internal partners. High degree of intellectual curiosity, analytical ability, and investment acumen. Knowledge of portfolio attribution, risk metrics, benchmark analysis, and performance evaluation. Strong research capabilities and resourcefulness in responding to client, consultant, and internal stakeholder requests. Self‑starter with strong organizational skills, attention to detail, and ability to manage multiple priorities in a fast‑paced environment. Collaborative team player with strong interpersonal skills and ability to build consensus across investment, distribution, and control functions. Willingness and ability to travel extensively. Strong technical skills, including Microsoft Excel and PowerPoint; Bloomberg, Morningstar Direct, and eVestment experience preferred. Bachelor’s degree required. CFA designation or progress toward CFA strongly preferred. FINRA Series7 and Series65/66 preferred. Compensation Expected base pay rates for the role will be between $125,000 and $250,000 per year at the commencement of employment. Additional compensation may include commission earnings, incentive compensation, discretionary bonuses, 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. #J-18808-Ljbffr 15 MS Investment Mgmt., Inc.