Institutional Portfolio Manager – Mortgage & Securitized Fixed Income, Vice President/Executive Director

Morgan Stanley

Fixed Income Institutional Portfolio Manager representing mortgage and securitized team in client engagement and support. Travel extensively to enhance relationships and contribute to asset retention across institutional client base.

Posted 7/14/2026full-timeNew York City • Massachusetts, New York • 🇺🇸 United StatesLead💰 $125,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in fixed income markets and securitized products, with strong capabilities in client portfolio management, investment strategy communication, and performance evaluation. Proven ability to translate complex investment concepts into clear messaging for institutional audiences while collaborating effectively with internal teams.

Highest-signal resume keywords

Fixed Income Markets KnowledgeSecuritized Products ExpertiseClient Portfolio ManagementStrong Communication SkillsCFA Designation or Progress

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio AttributionRisk MetricsPerformance EvaluationMarket ResearchInvestment Strategy Development

Soft Skills

Analytical AbilityOrganizational SkillsInterpersonal SkillsAttention to DetailCollaborative Team Player

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointBloombergMorningstar DirectEVestment

Certifications & Qualifications

CFA Designation or ProgressFINRA Series 7FINRA Series 65FINRA Series 66

Industry Keywords

Asset ManagementInvestment ResearchProduct StrategyInstitutional Portfolio SpecialistClient Engagement

About the role

Key responsibilities & impact

Travel extensively to meet with existing and prospective institutional and intermediary clients, consultants, financial advisors and distribution partners.
Represent the Mortgage & Securitized Team in client meetings, portfolio reviews, due diligence meetings, finals presentations and consultant discussions.
Communicate the team’s market views, economic outlook, investment philosophy, portfolio positioning, performance drivers, risk exposures and current portfolio activity across securitized fixed income strategies.
Translate complex securitized markets and portfolio concepts into clear, compelling and client-appropriate messaging for sophisticated audiences.
Partner closely with portfolio managers and research analysts to remain current on market developments, investment themes, portfolio changes and relative value views across securitized sectors.
Prepare and deliver written and verbal client portfolio reviews, market outlooks, strategy updates, performance commentary and responses to ad hoc client and consultant inquiries.
Support the senior institutional portfolio manager and broader investment team as a primary liaison to MSIM Distribution, Marketing, Legal, Risk, Compliance and Operations teams.
Help ensure effective onboarding, servicing, retention and growth of client assets across institutional separate accounts, pooled vehicles, retail funds and other investment solutions.
Contribute to the development and refinement of strategy messaging, marketing materials, pitch books, white papers, client presentations and thought leadership.
Perform competitor analysis, peer comparisons, market research and product positioning work to support distribution and client engagement efforts.
Manage, maintain and enhance data and investment-related information required for RFPs, RFIs, consultant databases and client due diligence requests.
Partner with internal stakeholders to ensure consistency, accuracy and compliance of external messaging related to the team’s investment strategies.

Requirements

What you’ll need

Minimum of 5–10 years of relevant experience in asset management, fixed income, investment research, product strategy, institutional portfolio specialist, client portfolio management or investment marketing.
Strong knowledge of fixed income markets, with meaningful experience in securitized products strongly preferred.
Ability to discuss securitized investment strategies, portfolio construction, risk positioning, performance attribution and market themes with sophisticated institutional audiences.
Strong written and verbal communication skills, including the ability to present effectively in both small-group and large-audience settings.
Demonstrated ability to communicate complex investment concepts clearly and persuasively to clients, consultants, prospects and internal partners.
High degree of intellectual curiosity, analytical ability and investment acumen.
Knowledge of portfolio attribution, risk metrics, benchmark analysis and performance evaluation.
Strong research capabilities and resourcefulness in responding to client, consultant and internal stakeholder requests.
Self-starter with strong organizational skills, attention to detail and the ability to manage multiple priorities in a fast-paced environment.
Collaborative team player with strong interpersonal skills and the ability to build consensus across investment, distribution and control functions.
Willingness and ability to travel extensively.
Strong technical skills, including Microsoft Excel and PowerPoint; Bloomberg, Morningstar Direct and eVestment experience preferred.
Bachelor’s degree required.
CFA designation or progress toward CFA strongly preferred.
FINRA Series 7 and Series 65/66 preferred.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities
Bonuses
Stock options