MSIM- Product Specialist- Mortgage & Securitized Associate

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 Investment Management ("MSIM”), together with its investment advisory affiliates, operates in 26 countries with $1.9 trillion in assets under management or supervision as of March 31, 2026. MSIM strives to provide outstanding long-term investment performance, exceptional client service and a comprehensive suite of investment management solutions to a diverse global client base, including governments, institutions, corporations and individuals.

The Mortgage & Securitized Team manages over $45 billion in assets, including more than $24 billion in dedicated securitized strategies, as of March 31, 2026. The team invests across the broad spectrum of global securitized assets, including agency and non-agency residential mortgage-backed securities, commercial mortgage-backed securities, asset-backed securities, and other structured credit sectors. The team’s investment strategies span retail funds, institutional separately managed accounts and other pooled investment vehicles, and apply an actively managed, fundamentally driven investment approach.

The Fixed Income Product Specialist

Will join the Mortgage & Securitized team to support the Institutional Portfolio Managers and investment team across the team’s funds, separately managed accounts and pooled vehicles. This individual will also support the firm’s $20 billion Strategic Income strategy. This role will help translate portfolio positioning, performance and market developments into clear internal and client-facing materials and will contribute to ongoing business support activities such as reporting, competitive/market analysis and RFP/RFI responses. Client interaction will be in support of senior team members.

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.

Requirements

• 2-5 years of experience in asset management, investments, product, research, client service, or a related role.
• Working knowledge of fixed income markets; familiarity with securitized assets, corporate credit or emerging markets 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.

Who You Are

• Takes accountability and ownership for deliverables, with a focus on accuracy and long-term value creation.
• Demonstrates strong attention to detail and sound judgment when working with sensitive information.
• Collaborates well across teams and functions to help deliver timely, high-quality outcomes.
• Brings a continuous improvement mindset and looks for ways to streamline processes and enhance materials.
• Engaged and willing to contribute to team culture and broader firm initiatives, as appropriate.
• Committed to learning, seeking feedback and developing product expertise over time.

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – aren’t just beliefs, they guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work‑life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Expected base pay rates for the role will be between $90,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other 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.

For more information, please visit https://www.morganstanley.com/people-opportunities/eeo.