Asset Management – Investment Specialist Associate – Fixed Income
4 days ago
You are a strategic thinker passionate about driving solutions in Fixed Income. You have found the right team.
As an Investment Specialist within our Fixed Income team , you will spend each day defining, refining and delivering set goals for our firm.
Job Responsibilities
- Prepare strategy presentations covering performance, market value, and portfolio analytics.
- Analyze portfolio characteristics and provide detailed insights on holdings.
- Develop customized client presentations for Investment Specialist review meetings.
- Evaluate portfolio positioning, analytics, and performance results.
- Assist in preparing client performance reports and investment review materials for new and existing clients.
- Provide commentaries on performance drivers and investment outcomes.
- Support the creation of various client communications as required.
- Monitor portfolio guidelines and ensure adherence for both internal and external managed portfolios.
- Coordinate with Sales, Consultants, and RFP teams to address their requirements.
- Collaborate with team members to fulfill any additional needs of the Investment Specialist.
- Deliver high-quality work with a strong commitment to accuracy and excellence.
Required qualifications, capabilities and skills
- At least 3 years of experience in financial markets.
- Demonstrate strong understanding of Fixed Income and the asset management business.
- Display strong quantitative and analytical skills, including data analysis and understanding of data flows.
- Show proficiency in MS Office (Excel, Word, PowerPoint).
- Maintain a proactive, positive approach and ability to learn concepts and procedures quickly.
- Communicate effectively with strong verbal and written skills.
- Manage time efficiently and handle multiple tasks simultaneously.
- Focus on delivery and detail-orientation with a commitment to accuracy.
- Work independently and as a collaborative team player.
- Engage proactively and connect with audiences across different seniority levels.
Preferred qualifications, capabilities and skills
- Hold a Master's Degree from a recognized institute in Finance, Economics, or Business Administration.
- CFA or FRM candidature is an added advantage.
- Exhibit proficiency in Python, including previous coding experience.
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