Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 26 countries with $1.9 Tn in assets under management or supervision as of March 31, 2026. 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 Bank Loan Strategies Team is a pioneer in the floating-rate corporate loan market, with a demonstrable track record since 1989. The team invests in U.S. and European senior loans and CLO debt tranches, with their investment strategies underpinned by a robust fundamental research platform and the consistent and systematic application of their risk-focused investment process.
The Fixed Income Product Specialist will join the Leveraged Loan team to support the Client Portfolio Manager and investment team across the team’s funds, separately managed accounts, and pooled vehicles. 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 Leveraged Loan strategies for internal use and inclusion in client materials.
- Draft and update client portfolio review materials and market commentary in partnership with the Client Portfolio Manager, 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
- 3–7 years of experience in asset management, investments, product, research, client service, or a related role.
- Working knowledge of fixed income markets; familiarity with leveraged loans and/or CLOs 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 Excel/PowerPoint skills 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $100,000 and $160,000 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.
Skills Required
- 3-7 years of experience in asset management, investments or related role
- Working knowledge of fixed income markets
- Strong writing, editing and data-driven storytelling skills
- Highly organized, proactive and detail-oriented
- Strong analytical skills
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
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Parental & Family Support — Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
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Healthcare Strength — Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
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Equity Value & Accessibility — Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.
Morgan Stanley Insights
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
