Senior AssociateVice President, Portfolio Specialist

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm with more than 40 years of history a presence in twenty-four countries and a total of $1.7 trillion in assets under management as of December 31 2024. MSIM strives to provide outstanding long-term investment performance service and a comprehensive suite of investment management solutions to a diverse client base which includes governments institutions corporations and individuals worldwide.

The Income Product Manager serves as an extension of the Eaton Vance/Parametric Municipal team and Institutional Portfolio Managers with a focus on partnering with Eaton Vance and Morgan Stanley Investment Management distribution businesses. The Eaton Vance/Parametric municipal team is an industry leader with over $75 billion under management across retail and institutional separately managed accounts open and closed-end funds active ETFs and a private municipal credit fund.

The Income Product Manager owns all marketing-related functions and helps produce investment-related content contained in pitch books fact sheets sales ideas talking points and RFPs. The Income Product Manager also generates competitive and positioning analysis assists with investment commentary production and handles ad hoc attribution and data addition the Income Product Manager acts as the first point of contact within the intermediary and institutional marketing channels coordinates business questions from the field participates in client/prospect meetings and conducts internal training sessions. He/she also contributes to thought leadership initiatives and investment content across client- and market-facing mediums.

Primary Responsibilities:

• Maintains a comprehensive and ongoing understanding of assigned municipal investment strategies and markets serving as a partner with the IPMs.
• Oversees the quality and integrity of client- and market-facing investment communications and marketing material.
• Serves as a primary interface for investment communications internally and externally and responds to product-related questions and data requests.
• Provides sales and marketing support for assigned investment products develops materials and talking points and provides investment input for marketing programs.
• Reviews RFP content and proofreads investment-related communications and pitch books.
• Assists with the creation of presentation materials for sales meetings and client requests.
• Responds to ad hoc requests for portfolio attribution characteristics holdings etc.

Qualifications:

• Minimum 5 years related fixed income experience with an investment manager.
• Strong knowledge of fixed income markets and SMA products. Municipal experience preferred.
• FINRA Series 7& 65/66 required or obtained within 6 months of hire date.
• Highly effective verbal and written communication capabilities.
• Strong technical skills: Factset Zephyr eVestment Morningstar Direct preferred.
• Bachelors degree required.
• CFA or progress toward CFA strongly preferred.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Expected base pay rates for the role will be between $115000 and $135000 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 Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).