Morgan Stanley
Executive Director & Portfolio Analyst, Floating Rate Loans
Morgan Stanley, Boston, Massachusetts, United States, 02108
Executive Director And Portfolio Analyst
Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.6 trillion in assets under management as of March 31, 2025. 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 Floating-Rate Loans Team is a pioneer in the floating-rate loan market, with a demonstrable track record since 1989. The Floating-Rate Loan team's extensive experience across all market cycles has enabled them to fine-tune their approach of conducting robust fundamental credit research and risk-weighted portfolio optimization. The Floating-Rate Loan team's risk-focused process seeks to maximize the risk-adjusted performance for investors. Stepping into a newly created role on the Floating-Rate Loans team, the Executive Director and Portfolio Analyst will be directly responsible for providing analytical support to the team's portfolio managers and traders. You will work in close partnership with portfolio management, research and trading on the management and implementation of the strategies across the Bank Loan business. This is a multi-faceted role, supporting the team across portfolio oversight and implementation, performance and attribution analytics and reporting, risk management, as well as data, analytics and quantitative support. What You Will Own Develop knowledge of all Bank Loan products, funds, mandates expectations and constraints. Ensure the Portfolio Management team's views are properly implemented across the Loan funds and client accounts. Quarterly Strategy review focused on performance, attribution and positioning relative to targets Monitor portfolio recommendations and maintain model portfolios for various accounts. Assist trading and portfolio managers in maintaining targeted cash balanced and leverage targets. Ensure risks taken in the portfolios are deliberate, diversified and appropriately scaled. Monitor portfolio risk decomposition and risk positioning (ex-post and ex-ante). Develop, generate, and interpret performance and attribution analysis reports. Develop a high level of understanding of account restrictions and compliance rules to optimize strategy implementation. Develop and deliver competitive analysis for bank loan accounts across different strategies
mutual funds, ETFs, Closed End funds, etc. Partner with compliance, marketing, risk management, legal or other teams on any requests Work closely with stakeholders on ad hoc data projects Support implementation of new and existing regulations (e.g. SEC Liquidity 22e-4 and Derivatives 18f-4 Rules). Assist in Board reporting, including risk/performance focused presentations and metrics. What You Will Bring To The Role Minimum 10 years of relevant experience in performance and attribution reporting, across various strategies and products Expertise in fixed income, including structured products and derivatives Comprehensive knowledge of asset management, portfolio accounting, and performance and attribution methodologies Demonstrated quantitative and problem-solving abilities Proven ability to communicate effectively, lead discussions, present results, and influence stakeholders Strong interpersonal and relationship management skills; ability to navigate and thrive in a matrixed, global organization. Effective communicator, with the ability to lead discussions, present business results and influence a variety of business stakeholders Capability to operate within a complex, fast paced and high-volume environment Methodical, logical approach with strong attention to detail Advanced MS Excel skills Bachelor's degree required CFA qualifications preferred WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.6 trillion in assets under management as of March 31, 2025. 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 Floating-Rate Loans Team is a pioneer in the floating-rate loan market, with a demonstrable track record since 1989. The Floating-Rate Loan team's extensive experience across all market cycles has enabled them to fine-tune their approach of conducting robust fundamental credit research and risk-weighted portfolio optimization. The Floating-Rate Loan team's risk-focused process seeks to maximize the risk-adjusted performance for investors. Stepping into a newly created role on the Floating-Rate Loans team, the Executive Director and Portfolio Analyst will be directly responsible for providing analytical support to the team's portfolio managers and traders. You will work in close partnership with portfolio management, research and trading on the management and implementation of the strategies across the Bank Loan business. This is a multi-faceted role, supporting the team across portfolio oversight and implementation, performance and attribution analytics and reporting, risk management, as well as data, analytics and quantitative support. What You Will Own Develop knowledge of all Bank Loan products, funds, mandates expectations and constraints. Ensure the Portfolio Management team's views are properly implemented across the Loan funds and client accounts. Quarterly Strategy review focused on performance, attribution and positioning relative to targets Monitor portfolio recommendations and maintain model portfolios for various accounts. Assist trading and portfolio managers in maintaining targeted cash balanced and leverage targets. Ensure risks taken in the portfolios are deliberate, diversified and appropriately scaled. Monitor portfolio risk decomposition and risk positioning (ex-post and ex-ante). Develop, generate, and interpret performance and attribution analysis reports. Develop a high level of understanding of account restrictions and compliance rules to optimize strategy implementation. Develop and deliver competitive analysis for bank loan accounts across different strategies
mutual funds, ETFs, Closed End funds, etc. Partner with compliance, marketing, risk management, legal or other teams on any requests Work closely with stakeholders on ad hoc data projects Support implementation of new and existing regulations (e.g. SEC Liquidity 22e-4 and Derivatives 18f-4 Rules). Assist in Board reporting, including risk/performance focused presentations and metrics. What You Will Bring To The Role Minimum 10 years of relevant experience in performance and attribution reporting, across various strategies and products Expertise in fixed income, including structured products and derivatives Comprehensive knowledge of asset management, portfolio accounting, and performance and attribution methodologies Demonstrated quantitative and problem-solving abilities Proven ability to communicate effectively, lead discussions, present results, and influence stakeholders Strong interpersonal and relationship management skills; ability to navigate and thrive in a matrixed, global organization. Effective communicator, with the ability to lead discussions, present business results and influence a variety of business stakeholders Capability to operate within a complex, fast paced and high-volume environment Methodical, logical approach with strong attention to detail Advanced MS Excel skills Bachelor's degree required CFA qualifications preferred WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).