Senior Associate, Portfolio Specialist

About the Team

The Portfolio Specialist Team is a strategic function within Eaton Vance Equity, part of Morgan Stanley Investment Management. The team serves as the primary connection between the investment professionals and clients, consultants, Financial Advisors, and distribution partners by communicating investment philosophy, portfolio positioning, market insights, and product strategy across the firm’s equity capabilities.

Eaton Vance Equity comprises long-tenured investment teams employing bottom-up, research-driven investment approaches focused on delivering strong risk-adjusted returns for clients globally. The team culture emphasizes collaboration, accountability, intellectual curiosity, and operational excellence.

The Role

We are seeking a Senior Associate to join the Portfolio Specialist Team supporting the Eaton Vance Equity platform. This role combines investment communications, product support, and client engagement responsibilities across Eaton Vance Equity and the Atlanta Capital investment platform.

Working closely with Portfolio Managers, Research Analysts, and senior Portfolio Specialists, this individual will help develop investment messaging, create client-facing materials, support product positioning, and participate in institutional client meetings, consultant discussions, and Financial Advisor engagements.

The role is designed to provide broad exposure to the investment platform while developing the technical expertise, product knowledge, and client communication skills necessary to become an increasingly valuable member of the Portfolio Specialist Team.

Key Responsibilities

• Partner with Portfolio Managers, Research Analysts, and Portfolio Specialists to develop and maintain investment presentations, portfolio commentaries, market updates, white papers, talking points, and other client-facing materials.
• Translate complex investment ideas, portfolio positioning, and market developments into clear and compelling communications for institutional and intermediary audiences.
• Develop investment content supporting the Eaton Vance Equity platform, including Atlanta Capital investment strategies.
• Participate alongside senior Portfolio Specialists in institutional client meetings, consultant due diligence meetings, and prospect presentations.
• Participate in Financial Advisor meetings supporting Atlanta Capital Funds and other Eaton Vance Equity investment strategies.
• Assist in responding to client, consultant, and distribution partner requests, including due diligence questionnaires, requests for information, and investment commentary.
• Support product positioning through competitive analysis, market research, and monitoring of industry trends.
• Maintain centralized investment content and ensure all materials remain timely, accurate, compliant, and consistent across client channels.
• Partner with Marketing, Product Management, Client Service, Compliance, and Distribution to coordinate investment communications and product initiatives.
• Monitor portfolio activity, earnings developments, and market events to ensure Portfolio Specialists have current and relevant messaging.
• Leverage AI-enabled tools and technology to improve content creation, workflow efficiency, and knowledge management across the Portfolio Specialist Team.
• Contribute to strategic initiatives that enhance the effectiveness of the Portfolio Specialist Team and improve the client experience.

Qualifications

• Bachelor’s degree required; MBA or CFA / IA designations (or progress toward the CFA / IA Program) preferred.
• 4+ years of experience in investment communications, portfolio specialist support, institutional marketing, product strategy, equity research, client service, or a related investment role.
• Active Series 7 and 63 or ability to obtain with 6 months
• Strong understanding of equity markets, portfolio construction, investment performance, and attribution.
• Excellent writing, editing, presentation, and verbal communication skills.
• Strong project management and organizational skills with exceptional attention to detail.
• Ability to build relationships and collaborate effectively across investment professionals, product management, marketing, compliance, and distribution teams.
• Advanced proficiency with Microsoft Office; familiarity with Envestnet, FactSet, Morningstar Direct, and AI-enabled productivity tools is preferred.

Preferred Characteristics

• Passion for investing and financial markets.
• Outstanding communicator capable of translating complex investment concepts into client-ready messaging.
• Highly collaborative with strong interpersonal and relationship-building skills.
• Intellectual curiosity and a continuous learning mindset.
• Comfortable interacting with institutional investors, consultants, and Financial Advisors.
• Self-starter who thrives in a fast-paced, team-oriented environment.
• Demonstrated interest in developing into a client-facing Portfolio Specialist role.

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 $100,000 and $145,000 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.

Message from Allocator Jobs: To help prepare you for this role, take a look at the Institutional Allocator (IA) program from our partnership organization, the Allocator Training Institute. The IA program curriculum gives you a solid foundation of investing from the allocator’s perspective. You’ll learn how to evaluate investment managers, create an ‘endowment-model’ multi-asset class portfolio, and the quantitative tools necessary to succeed in the role. The three-part program can be completed in less than one year and exams are available every quarter-end month. This is the program that will help you start and then accelerate your allocator career. Reach out if you have any questions.