Senior Portfolio Specialist - Equity Communications

Morgan-Stanley

Boston (MA)

On-site

USD 100,000 - 145,000

Full time

14 days+

Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Job summary

Morgan Stanley is seeking a Senior Associate to join the Portfolio Specialist Team supporting the Eaton Vance Equity platform. You will develop investment messaging, create client-facing materials, and engage with institutional clients, consultants, and Financial Advisors.

Collaborate with portfolio managers, research analysts, and marketing to sharpen product positioning, monitor market developments, and leverage AI-enabled tools to improve content creation and knowledge management.

Qualifications

Bachelor’s degree required; MBA or CFA preferred.
4+ years of experience in investment communications or related roles.
Active Series 7 and 63 or ability to obtain within 6 months.
Strong understanding of equity markets and portfolio construction.
Excellent writing and presentation skills.

Responsibilities

Develop investment presentations, commentaries, market updates, and white papers.
Create client-facing materials for institutional and intermediary audiences.
Support product positioning through competitive analysis and market research.
Participate in institutional client meetings, consultant due diligence, and advisor engagements.
Maintain timely, accurate materials compliant across channels.