MSIM- Institutional Portfolio Manager- Mortgage & Securitized Fixed Income- Vice President/ Executive Director
Core
Client-facing specialist supporting the Mortgage & Securitized Fixed Income team by acting as a liaison between portfolio managers and institutional clients, consultants, and distribution partners.
Role type
Senior IC Institutional Portfolio Specialist (Securitized Fixed Income)
Builds
Client relationships, asset retention, and growth for institutional separately managed accounts, pooled vehicles, and retail funds.
Domain
Global Fixed Income / Securitized Assets (MBS, ABS, CMOs)
Deliverable
client delivery
Required skills
Fixed income market knowledge, securitized product expertise, portfolio construction understanding, risk positioning analysis, performance attribution, market research, competitor analysis, complex concept translation, written and verbal communication, data management for RFPs/RFIs
Preferred skills
CFA designation, FINRA Series 7/65/66, Bloomberg/Morningstar Direct/eVestment proficiency
Technologies
Bloomberg, Morningstar Direct, eVestment, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Travel extensively to meet institutional clients and distribution partners; represent the team in client meetings, due diligence, and consultant reviews; communicate market views and portfolio positioning; partner with portfolio managers and analysts on market developments; prepare client portfolio reviews and strategy updates; support internal stakeholders (Distribution, Legal, Risk, Compliance); contribute to marketing materials and thought leadership; manage data for client due diligence requests.
Seniority
Senior, hands-on IC