Job Summary
Fixed Income Reporting Analyst- Hybrid
Our client, a global investment management firm, has an immediate opening for a Fixed Income Reporting Analyst. Qualified candidates must have a Bachelors degree and prior experience working with Fixed Income products in a Financial Services firm.
Candidates pursuing their Masters or CFA designation highly preferred.
RESPONSIBILITIES :
- Partner with Investment Products & Fund Strategies (IPFS) and our Client Group to understand the fundamentals of our approaches, the general reporting needs of our clients invested in those approaches, and the guidelines which govern our activities related to marketing and client reporting
- Develop an expertise in an assigned suite of approaches to effectively develop and deliver product-level content in client reporting;
this includes but may not be limited to, writing attribution and performance commentary, tailoring portfolio positioning and outlook text for different client guidelines, understanding product-specific data nuances, answering ad-hoc questions related to the product, etc.
- Serve as an internal subject matter expert to the other roles within Investment Services & Technology.
- Produce all standard product materials and reoccurring deliverables including generic marketing presentations, institutional fact sheets, and product summaries.
- Peer reviewing client deliverables completed by the team to ensure accuracy, data reasonability, etc.
- Take the lead on production of customized client reporting
FTTB
2025 Investment Management Summer Analyst Program - Fixed Income High Yield (Boston)
During the 10-week program, Summer Analysts experience the culture and atmosphere of Morgan Stanley by performing a role similar to a Full-Time Analyst. When applicable, members of the High Yield Group work closely with analysts from MSIMs equity, leveraged loan, global income, and investment grade ...
Fixed Income Investment Grade Research Analyst
Working as part of the global research team, develop investment recommendations within assigned US investment grade credit sectors for fixed income strategies managed by MFS. Work and collaborate as part of the global fixed income investment department, developing specific investment recommendations...
Fixed Income Portfolio Analyst, Securitized Team
Fixed Income Portfolio Analyst, Securitized Team page is loaded Fixed Income Portfolio Analyst, Securitized Team Apply locations Boston, MA, United States time type Full time posted on Posted 5 Days Ago job requisition id R89545. We are looking to hire a Fixed Income Portfolio Analyst, based in Bost...
2025 Investment Management Summer Analyst Program - Fixed Income Municipal Bonds (Boston)
During the 10-week program, Summer Analysts experience the culture and atmosphere of Morgan Stanley by performing a role similar to a Full-Time Analyst. Primary Responsibilities Assist in data collection and the development of investment analytics utilizing quantitative methods Create templates and ...
Fixed Income Muni Research Analyst
Write issuer investment reports synthesizing this research for distribution to other members of the municipal group and inclusion in the fixed income database. Analyst with an emphasis on seeking investment opportunities that will add value across the MFS municipal bond platform. Verbally communicat...
CLO Analyst - Fixed Income - Associate
CLO Analyst - Fixed Income - Associate. Responsible for the reporting functions Morgan Stanley Eaton Vance (MSEV) CLOs. Interact with custodian bank as well as all agent banks as it relates to CLO reporting. Work with the broader CLO and Morgan Stanley operations teams to further develop and enhance...
Fixed Income Credit Analyst, Bank Loans
In addition, Bank Loan Credit Analysts regularly interact and collaborate with other investment professionals at the firm including other Credit Analysts, Equity Analysts, ESG Analysts, Portfolio Managers, Traders, and Macro Strategists. As part of the continued expansion of our global investment pl...
Fixed Income Credit Analyst, Bank Loans
In addition, Bank Loan Credit Analysts regularly interact and collaborate with other investment professionals at the firm including other Credit Analysts, Equity Analysts, ESG Analysts, Portfolio Managers, Traders, and Macro Strategists. As part of the continued expansion of our global investment pl...
Fixed Income Portfolio Analyst, Securitized Team
We are looking to hire a Fixed Ie Portfolio Analyst, based in Boston. Demonstrated strong understanding of, and interest in, fixed ie capital markets (in particular structured credit markets and Agency MBS), financial engineering and investing. ...
Fixed Income Portfolio Analyst
Fixed Income Portfolio Analyst. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. Strong understanding of, and interes...