Lisa Spencer
- Role
- Fixed Income Manager Research at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Lisa Spencer
As a seasoned fixed-income investment professional, I take pride in providing…
Experience
Fixed Income Manager Research
Jan 2017 — Present · New York, NY, US
Initiated and managed research of 150 fixed income wealth management products for industry-leading financial services organization, serving as a fixed income generalist across both institutional and retail coverage as well as diverse investment styles. Performed ongoing investment manager research for existing coverage, focusing on traditional strategies such as multi-sector, core, and core plus, short-term, preferred securities, liability-driven investing, and municipals.\\\\n\\\\n- Optimized client portfolios by engaging financial advisors to provide actionable fixed-income product ideas through targeted outreach, branch meetings, market publications, webcasts, and ad-hoc calls.\\\\n- Published annual research reports, including white papers and market publications, maximizing financial advisor knowledge and expertise in investment options and platform offerings.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n
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