Portfolio Specialist Team, Senior Associate

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 25 countries with $1.9 Tn in assets under management or supervision as of March 31, 2026. 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. ## 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...