Product Specialist – Mortgage & Securitized Associate

Morgan Stanley

Fixed Income Product Specialist supporting Mortgage & Securitized strategies at Morgan Stanley. Summarizing market developments, drafting client materials, and conducting research.

Posted 7/14/2026full-timeNew York City • Massachusetts, New York • 🇺🇸 United StatesJuniorMid-Level💰 $90,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in asset management and investments, with strong analytical skills and proficiency in data-driven storytelling. Capable of coordinating with various teams and preparing client materials while maintaining a high level of organization and attention to detail.

Highest-signal resume keywords

Asset Management ExperienceFixed Income Market KnowledgeStrong Writing SkillsMicrosoft Excel ProficiencyCFA Progress

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisMarket ResearchPerformance Metrics ManagementAttribution Concepts FamiliarityCompetitor Analysis

Soft Skills

Highly OrganizedProactiveDetail-OrientedStrong Analytical SkillsEffective Communication

Tools & Technologies

Microsoft PowerPointMorningstar DirectEVestmentBloomberg

Certifications & Qualifications

Bachelor's DegreeCFA PreferredFINRA Series 7FINRA Series 65/66 Preferred

Industry Keywords

Securitized AssetsCorporate CreditEmerging Markets DebtClient ServicePortfolio Management

About the role

Key responsibilities & impact

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

What you’ll need

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.

Benefits

Comp & perks

some of the most attractive and comprehensive employee benefits and perks in the industry