
Fixed Income Investment Specialist
5 days ago
Job Overview:
">- Develop relationships with high-net-worth individuals, family offices and corporate treasuries to understand their investment interests in fixed income products.
- Lead the marketing process and broader company efforts including creating investor materials, hosting webinars and organizing investor events.
- The goal is to build and manage relationships with current and potential investors.
- Collaborate with Product teams to create tailored products for specific situations and assess client credit profiles to propose customized deals. Responsible for closing transactions.
- Onboard new corporates and family offices.
- Coordinate with stakeholders to ensure client portfolio data is captured and uploaded into relevant reporting systems. Prepare custom internal reports.
- A comprehensive understanding of family office requirements and debt product offerings is essential. 3-8 years of experience in a wealth management firm is preferred.
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Fixed Income Portfolio Investment Specialist
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Financial Data Analyst Position Available
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Leading Investment Portfolio Specialist
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Investment Banking Career Opportunity
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Chief Financial Officer
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Chief Investment Specialist
3 days ago
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