Senior Portfolio Specialist: Client Messaging & Strategy

Morgan Stanley

Boston (MA)

On-site

USD 100,000 - 145,000

Full time

14 days+

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Job summary

Morgan Stanley Investment Management is seeking a Senior Associate to join the Portfolio Specialist Team, supporting Eaton Vance Equity and Atlanta Capital. You will craft investment messaging, prepare client-facing materials, and assist in institutional client meetings and advisor engagements.

The role offers broad exposure to the platform and requires collaboration across teams to deliver precise investment communications and robust product positioning. MBA/CFA preferred; Series 7/63 desired.

Qualifications

Bachelor's degree required.
4+ years of experience in investment communications, portfolio specialist support, institutional marketing, product strategy, equity research, client service, or related investment role.
Active Series 7 and 63 or ability to obtain with 6 months.
Strong understanding of equity markets, portfolio construction, investment performance, and attribution.
Excellent writing, editing, presentation, and verbal communication skills.
Strong project management and organizational skills with exceptional attention to detail.
Ability to build relationships and collaborate across investment, product management, marketing, compliance, and distribution teams.
Advanced proficiency with Microsoft Office; familiarity with Envestnet, FactSet, Morningstar Direct, and AI-enabled productivity tools is preferred.

Responsibilities

Partner with Portfolio Managers, Research Analysts, and Portfolio Specialists to develop and maintain investment presentations, portfolio commentaries, market updates, white papers, talking points, and other client-facing materials.
Translate complex investment ideas, portfolio positioning, and market developments into clear and compelling communications for institutional and intermediary audiences.
Develop investment content supporting the Eaton Vance Equity platform, including Atlanta Capital investment strategies.
Participate in institutional client meetings, consultant due diligence meetings, and prospect presentations with senior staff.
Support Financial Advisor meetings for Atlanta Capital Funds and other Eaton Vance Equity investment strategies.
Assist in responding to client, consultant, and distribution partner requests, including DDQs, requests for information, and investment commentary.
Support product positioning through competitive analysis and market research.
Maintain centralized investment content and ensure materials are timely, accurate, compliant, and consistent across client channels.
Coordinate investment communications and product initiatives with Marketing, Product Management, Client Service, Compliance, and Distribution.
Monitor portfolio activity, earnings developments, and market events to keep messaging current.
Leverage AI-enabled tools to improve content creation and workflow efficiency.
Contribute to strategic initiatives to enhance team effectiveness and client experience.