3 дня назад
Senior Investment Strategist (Fixed Income Product Specialist)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Investment Strategist (Fixed Income Product Specialist) (Fixed Income/Asset Management): Supporting clients, sales, and portfolio management with specialized fixed income investment knowledge, portfolio analysis, research, and communications with an accent on performance commentary, investment strategy education, and market analysis. Focus on interpreting portfolio data, developing clear investment narratives, and coordinating complex communications across Research, Portfolio Management, Trading, and Sales.
Location: Austin, United States
Company
provides investment strategies and specialized investment knowledge to institutional and individual clients.
What you will do
- Act as a subject matter expert on fixed income portfolios for clients, prospects, and the sales organization.
- Provide education, updates, and analysis on investment strategies, portfolios, and performance.
- Analyze, process, and interpret data to create performance commentary, narratives, and charts.
- Develop internal and external communications about the investment philosophy, approach, and products.
- Coordinate with Research, Portfolio Management, Trading, Investment Solutions, Sales, and Marketing.
- Build feedback loops with account managers and recommend improvements to investment offerings.
Requirements
- Bachelor’s degree required; MBA and/or CFA preferred.
- At least 15 years of experience in a fixed income-related role.
- Strong understanding of asset management and capital markets.
- Excellent analytical, interpersonal, verbal, and written communication skills.
- Ability to explain fixed income concepts to diverse audiences and exercise independent judgment.
- This role is not eligible for immigration sponsorship.
Nice to have
- Experience with portfolio attribution analysis and commentary writing.
- MBA and/or CFA.
Culture & Benefits
- Comprehensive benefits supporting employees and their families.
- Educational initiatives supporting professional development.
- Programs and special celebrations focused on the company’s history, culture, and growth.
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