Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,100 investment professionals around the world and $1.51 trillion in assets under management or supervision as of March 31, 2024. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
The Broad Markets Fixed Income Team manages over $90B in assets across sovereign, core, core plus, and opportunistic strategies. Given the growth of the business over the years, the team seeks to add a portfolio management analyst focusing on U.S. multi-sector strategies ($20B assets) and based in the Boston office. This individual will be a key member of the U.S. multi-sector portfolio management team and work directly with senior portfolio managers, while contributing broadly to the team’s overall fixed income investment process.
ROLE DESCRIPTION
The role will involve working closely with fixed income portfolio managers, to ensure multi-sector portfolios are positioned in line with the views of the investment team while generating strong risk-adjusted returns in compliance with client objectives and investment guidelines.
The role will also involve an understanding of the views of different fixed income sector teams spanning macro, credit and securitized, provide recommendations for investment decisions based on those views and to ensure those views are appropriately implemented in multi-sector portfolios.
Implementation of investment decisions will require thoughtful construction of multi-sector portfolios in line with client objectives and constraints. The role will involve day-to-day management of multi-sector portfolios from managing daily flows, periodic rebalancing, trade implementations, model construction for potential mandates and in-depth portfolio reviews, to generate strong risk-adjusted returns.
A successful candidate should be able to collaborate with colleagues across the fixed income business, work collegiately with portfolio managers, research analysts and traders to ensure efficient execution of investment ideas across multiple portfolios, and monitor the consistency of portfolio risk positioning across different investment strategies.
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,100 investment professionals around the world and $1.51 trillion in assets under management or supervision as of March 31, 2024. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
The Broad Markets Fixed Income Team manages over $90B in assets across sovereign, core, core plus, and opportunistic strategies. Given the growth of the business over the years, the team seeks to add a portfolio management analyst focusing on U.S. multi-sector strategies ($20B assets) and based in the Boston office. This individual will be a key member of the U.S. multi-sector portfolio management team and work directly with senior portfolio managers, while contributing broadly to the team’s overall fixed income investment process.
ROLE DESCRIPTION
The role will involve working closely with fixed income portfolio managers, to ensure multi-sector portfolios are positioned in line with the views of the investment team while generating strong risk-adjusted returns in compliance with client objectives and investment guidelines.
The role will also involve an understanding of the views of different fixed income sector teams spanning macro, credit and securitized, provide recommendations for investment decisions based on those views and to ensure those views are appropriately implemented in multi-sector portfolios.
Implementation of investment decisions will require thoughtful construction of multi-sector portfolios in line with client objectives and constraints. The role will involve day-to-day management of multi-sector portfolios from managing daily flows, periodic rebalancing, trade implementations, model construction for potential mandates and in-depth portfolio reviews, to generate strong risk-adjusted returns.
A successful candidate should be able to collaborate with colleagues across the fixed income business, work collegiately with portfolio managers, research analysts and traders to ensure efficient execution of investment ideas across multiple portfolios, and monitor the consistency of portfolio risk positioning across different investment strategies.
- Bachelor’s degree or higher and excellent academic credentials.
- CFA charter or work towards is a strong plus. Completion of CFA charter is expected upon hire.
- 3-7 years related buy-side fixed income experience with demonstrated success in area of focus.
- Fixed Income portfolio management experience is preferred.
- Portfolio analytics systems (Aladdin) experience important.
- In-depth knowledge of fixed income as an asset class across broad range of sectors including Developed and Emerging Markets, Investment Grade and High Yield Credit, Securitized and Derivatives.
- Demonstrate strong analytical, quantitative, and problem-solving skills.
- Ability to work with attention to detail and under time pressure.
- Ability to effectively communicate complex investment ideas and strategies to both internal peers and external clients.
- Good collaboration skills – enjoy being an individual contributor within a collegial team and embrace the benefits of overlapping lines of idea generation.
- Excellent interpersonal skills are essential.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
- Bachelor’s degree or higher and excellent academic credentials.
- CFA charter or work towards is a strong plus. Completion of CFA charter is expected upon hire.
- 3-7 years related buy-side fixed income experience with demonstrated success in area of focus.
- Fixed Income portfolio management experience is preferred.
- Portfolio analytics systems (Aladdin) experience important.
- In-depth knowledge of fixed income as an asset class across broad range of sectors including Developed and Emerging Markets, Investment Grade and High Yield Credit, Securitized and Derivatives.
- Demonstrate strong analytical, quantitative, and problem-solving skills.
- Ability to work with attention to detail and under time pressure.
- Ability to effectively communicate complex investment ideas and strategies to both internal peers and external clients.
- Good collaboration skills – enjoy being an individual contributor within a collegial team and embrace the benefits of overlapping lines of idea generation.
- Excellent interpersonal skills are essential.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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