MSIM- Product Specialist- Mortgage & Securitized Associate
Core
Support Institutional Portfolio Managers and the firm's $20 billion Strategic Income strategy by translating portfolio positioning and market developments into client-facing materials.
Role type
Fixed Income Product Specialist (Mortgage & Securitized)
Builds
Client portfolio review materials, market commentary, meeting materials, and RFP/RFI responses for institutional funds and separately managed accounts.
Domain
Asset Management / Fixed Income / Mortgage-Backed Securities
Deliverable
product features
Required skills
Fixed income market knowledge, securitized assets familiarity, data-driven storytelling, competitor analysis, performance attribution concepts, Microsoft Excel, PowerPoint, Bloomberg
Preferred skills
Levered credit expertise, CFA charterholder or candidate, FINRA Series 7 & 65/66 licenses, Morningstar Direct, eVestment
Responsibilities
Monitor and summarize market developments and portfolio activity; Draft and update client portfolio review materials and market commentary; Support consultant and client coverage by preparing meeting materials; Coordinate with Distribution, Legal, Risk, Compliance and Operations teams; Conduct competitor analysis and market research; Manage data and due diligence content for RFPs/RFIs
Seniority
Mid-level IC (2-5 years experience)