Fixed Income Portfolio Specialist

Officer, Portfolio Specialist, FICC
Key Responsibilities

• Serve as an internal subject matter expert for a wide range of Fixed Income strategies specifically Systematic Active Fixed Income and sub-IG segments (Loans, high yield, private credit). Have a strong understanding of indexed (passive) fixed income products within core sectors (Global Agg, Corporates, EMD), cash and currencies.
• Support senior Client Portfolio managers (CPMs) in development of marketing collateral related to systematically active fixed income, loans as well as other indexed fixed income products.
• Make use of understanding of portfolio construction and data analytical techniques to derive meaningful portfolio performance, attribution insights and commentary on regular basis
• Develop a strong understanding of the competitive landscape and regularly produce insightful competitor analysis
• Contribute to thought leadership publications through idea generation as well as market data analysis
• Support new business proposal requests and new business pitches as well as existing portfolio-related requests from sales teams, relationship managers and portfolio managers with short turnaround time.
• Help prepare and eventually participate in client portfolio review meetings as subject matter expert.
• Work seamlessly and collaborate with / mentor junior team members as necessary
• Partner with other team members, and client reporting teams to explore automation and streamline standardized deliverables, enhancing overall efficiency

Qualifications
Successful candidates will have a advanced degree (MBA or similar) degree or strong global fixed income market exposure and some combination of the following:

Experience

• Extensive knowledge of and intellectual curiosity in Fixed Income
• Around 5-10 years of relevant investment experience
• Strong communication and partnership skills. Experience with institutional client relationships is a plus.
• Master's degree/ CFA/ FRM is preferred, or progress towards

Technical Skills

• Strong data analytical skills with advanced knowledge of Microsoft excel. Knowledge of Python and databases in a plus.
• Mix of qualitative and quantitative skills with ability to derive meaningful insights from data.
• Strong Knowledge of Bloomberg Portfolio Reporting (PREP), Bloomberg Terminal, eVestment, Morningstar
• Working knowledge of portfolio attribution techniques
• Proficient in macroeconomics, capital markets and the competitive landscape

Fundamental Skills

• Highly motivated and ability to multitask
• Attention to detail and high degree of accuracy
• Problem solving: creative thinking and process improvements
• Strong written communication skills with the ability to develop client facing material
• Very comfortable working in a collaborative culture across a range of fixed income strategies Job Description: Officer, Portfolio Specialist, FICC

Key Responsibilities

• Serve as an internal subject matter expert for a wide range of Fixed Income strategies specifically Systematic Active Fixed Income and sub-IG segments (Loans, high yield, private credit). Have a strong understanding of indexed (passive) fixed income products within core sectors (Global Agg, Corporates, EMD), cash and currencies.
• Support senior Client Portfolio managers (CPMs) in development of marketing collateral related to systematically active fixed income, loans as well as other indexed fixed income products.
• Make use of understanding of portfolio construction and data analytical techniques to derive meaningful portfolio performance, attribution insights and commentary on regular basis
• Develop a strong understanding of the competitive landscape and regularly produce insightful competitor analysis
• Contribute to thought leadership publications through idea generation as well as market data analysis
• Support new business proposal requests and new business pitches as well as existing portfolio-related requests from sales teams, relationship managers and portfolio managers with short turnaround time.
• Help prepare and eventually participate in client portfolio review meetings as subject matter expert.
• Work seamlessly and collaborate with / mentor junior team members as necessary
• Partner with other team members, and client reporting teams to explore automation and streamline standardized deliverables, enhancing overall efficiency
• Qualifications

Successful Candidates Will Have a Advanced Degree (MBA Or Similar) Degree Or Strong Global Fixed Income Market Exposure And Some Combination Of The Following

Experience:

• Extensive knowledge of and intellectual curiosity in Fixed Income
• Around 5-10 years of relevant investment experience
• Strong communication and partnership skills. Experience with institutional client relationships is a plus.
• Master's degree/ CFA/ FRM is preferred, or progress towards
• Technical Skills:
• Strong data analytical skills with advanced knowledge of Microsoft excel. Knowledge of Python and databases in a plus.
• Mix of qualitative and quantitative skills with ability to derive meaningful insights from data.
• Strong Knowledge of Bloomberg Portfolio Reporting (PREP), Bloomberg Terminal, eVestment, Morningstar
• Working knowledge of portfolio attribution techniques
• Proficient in macroeconomics, capital markets and the competitive landscape
• Fundamental Skills:
• Highly motivated and ability to multitask
• Attention to detail and high degree of accuracy
• Problem solving: creative thinking and process improvements
• Strong written communication skills with the ability to develop client facing material
• Very comfortable working in a collaborative culture across a range of fixed income strategies

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Job ID: R-779061