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Morgan Stanley

Capital Markets Fixed Income Specialist

Morgan Stanley is hiring a Capital Markets Fixed Income Specialist in New York, United States. It pays $70k-$115k a year and Level rates it ; you can apply on Morgan Stanley.

Level's read on this job

  • Little AI ●○○○ is how Level rates this role: aI is not part of the work.
  • Tools and skills the posting cites include Excel, fixed income and capital markets.
  • Level classifies it as a mid-level role.
  • Level lists 1,200+ other open roles at Morgan Stanley.

AI in this role

Manage fixed income portfolio strategy, analytics, and content distribution for wealth management clients.

Excel
fixed-incomecapital-marketsportfolio-managementcredit-analysisfinancial-analysis

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Morgan Stanley and Company (MSCO) is an institutional market maker covering insurance companies, asset managers, mutual funds, hedge funds and banks, in addition to one of the largest clients in the market, Morgan Stanley Wealth Management.

Morgan Stanley Wealth Management (MSWM), a global leader in wealth management, provides access to a wide range of products and services to individuals, businesses, and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement, and trust. Our MSWM Capital Markets Team provides individuals, corporations, and governments around the world with a wide range of products and services. Our scope extends across multiple asset classes, providing differentiated, commercial content and first class service.

Position:

Morgan Stanley Wealth Management

Investment Solutions, Capital Markets

Fixed Income Specialist

Position Description:

Morgan Stanley Wealth Management Fixed Income is fully integrated into MSCO ecosystem, through a formal joint venture. Sales and content professionals on the MSWM FI desk actively assess and manage risk, while working with Morgan Stanley’s Financial Advisors and UHNW clients on portfolio strategy, portfolio construction, individual and/or portfolio analytics, timely market commentary and content, as well as in-depth security analysis. The team leverages both internal and external credit analysis, research, and strategy to assist Financial Advisors in managing fixed income portfolios.

Primary Responsibilities:

  • Help curate and distribute top ideas from the Fixed Income Desk to the field via email, BlastIM, and national conference calls
  • Analyze event-driven “special situations” within credit, including liability management exercises, M&A, and other material corporate events to provide Financial Advisors with context and guidance
  • Work closely with sales and other content specialists to roundtable and scale best ideas
  • Leverage Morgan Stanley Research and Strategy to help aid in positioning and portfolio construction
  • Leverage Artificial Intelligence to efficiently scale content creation and distribution
  • Adhere to and help ensure accordance with MSWM FI policy and procedures to aid in risk governance

Requirements

  • 1 to 3 years of experience in Fixed Income Sales & Trading
  • Fundamental understanding of global Fixed Income markets
  • Excellent written and oral communication skills
  • A passion for capital markets and a constant drive to learn more
  • Licenses: Series 7, 66 (63 & 65), or within 2 months of hire
  • Proficient Microsoft excel knowledge and AIMS functionality
  • Ability to identify investment opportunities and analyze client portfolios. A fast-paced environment requires an aptitude for analyzing and interpreting often complex information in a timely manner.
  • Candidate must have entrepreneurial attitude to help create best ideas for the Morgan Stanley client base

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 $70,000 and $115,000 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.

How we rate this

Capital Markets Fixed Income Specialist at Morgan Stanley rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Fixed IncomeCapital MarketsPortfolio ManagementCredit AnalysisFinancial AnalysisExcel

Questions you could be asked

  1. Tell me about a project where fixed income was part of your work. What did you do?
  2. Tell me about a project where capital markets was part of your work. What did you do?
  3. Tell me about a project where portfolio management was part of your work. What did you do?
  4. Tell me about a project where credit analysis was part of your work. What did you do?
  5. Tell me about a project where financial analysis was part of your work. What did you do?

Adapt your resume

  • List these exact terms on your resume: Fixed Income, Capital Markets, Portfolio Management, Credit Analysis, and Financial Analysis. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

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