Mortgage & Securitized Product Specialist

Morgan Stanley; Boston (MA); On-site; USD 90,000 - 140,000; Full time

Job summary

Morgan Stanley is seeking a Fixed Income Product Specialist to support the Mortgage & Securitized team and Institutional Portfolio Managers in Boston. You will translate portfolio positioning, performance and market developments into client materials and support reporting, RFP/RFI responses, and ongoing business needs.

The role requires 2–5 years in asset management, strong writing and analytical skills, and a solid grounding in fixed income and securitized assets.

Qualifications

• 2-5 years in asset management, investments, product, research, client service, or related role.
• Working knowledge of fixed income markets; familiarity with securitized assets, corporate credit or EM debt is a plus.
• Strong writing, editing and data-driven storytelling skills; comfort presenting internally and contributing to client materials.
• Highly organized, proactive and detail-oriented; able to meet deadlines and multiple requests in a fast-paced environment.
• Interest in levered credit and enthusiasm for developing deeper product expertise over time.
• Strong analytical skills and resourcefulness to efficiently solve problems and synthesize information.
• Familiarity with performance, attribution and risk concepts (or the ability to learn quickly).
• Strong technical skills: Microsoft Excel, Power Point, Morningstar Direct, eVestment, Bloomberg preferred.
• Bachelor’s degree required.
• CFA or progress toward CFA strongly preferred.
• FINRA Series 7 & 65/66 preferred.

Responsibilities

• Monitor and summarize market developments, economic releases and portfolio activity across Mortgage & Securitized strategies for internal use and inclusion in client materials.
• Draft and update client portfolio review materials and market commentary in partnership with the Institutional Portfolio Managers, leveraging investment team inputs, internal attribution data and external sources.
• Support consultant and client coverage by preparing meeting materials, maintaining standard messaging and following up on information requests under the direction of senior team members.
• Coordinate internally with Distribution, Legal, Risk, Compliance and Operations teams to support onboarding, ongoing account maintenance and reporting needs.
• Conduct competitor analysis and market research to support positioning, product knowledge and responses to stakeholder inquiries.
• Manage data, performance metrics and due diligence content required for RFPs/RFIs and other business support requests; help ensure timely and accurate completion.

Skills

Fixed income know-how

Securitized assets familiarity

Data-driven storytelling

Writing and editing

Attention to detail

Project coordination

Collaboration

Presentation skills

Education

Bachelor's degree

CFA or progress toward CFA

Tools

Morningstar Direct

eVestment

Bloomberg

Microsoft Excel

PowerPoint

Job description

Morgan Stanley is seeking a Fixed Income Product Specialist to support the Mortgage & Securitized team and Institutional Portfolio Managers in Boston. You will translate portfolio positioning, performance and market developments into client materials and support reporting, RFP/RFI responses, and ongoing business needs.

The role requires 2–5 years in asset management, strong writing and analytical skills, and a solid grounding in fixed income and securitized assets.