3 дня назад
Associate, US GWM Growth Solutions Group (Fixed Income)
105 000 - 115 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate, US GWM Growth Solutions Group (Fixed Income): Developing customized investment solutions and supporting product innovation across ETFs, tokenization, SMAs, and model portfolios for US private wealth investors with an accent on portfolio construction, performance analysis, and fixed income markets. Focus on bridging account management and portfolio management, shaping distribution and fee strategies, and evaluating growth opportunities across investment vehicles.
Location: New York, NY, USA
Salary: $105,000–$115,000 per year, plus discretionary bonus
Company
is a global active fixed-income investment manager operating across public and private markets.
What you will do
- Produce portfolio construction analyses, performance attribution commentaries, portfolio reviews, and strategy reviews.
- Build customized investment solutions for US private wealth clients.
- Partner with product, portfolio management, account management, and business development teams.
- Support the development and implementation of growth-market vehicles, including ETFs, tokenization, SMAs, and model portfolios.
- Define distribution, partnership, resource, budget, and fee strategies across business lines.
- Monitor financial markets, the global economic environment, and the asset and wealth management industry.
Requirements
- Bachelor’s degree in finance, economics, mathematics, computer science, or a related field.
- 2–4 years of experience in asset or wealth management and advanced understanding of fixed income.
- Strong analytical and quantitative skills, attention to detail, and ability to manage multiple assignments.
- Strong communication, client relationship, independent working, and collaboration skills.
- Successful completion of FINRA SIE, Series 7, and Series 63 exams within the first three months if not already obtained.
- Strong Excel skills and proficiency with AI-based tools; coding experience is optional.
Culture & Benefits
- High-performance, inclusive culture focused on Collaboration, Openness, Responsibility, and Excellence.
- Total compensation includes a fixed base salary and discretionary performance-based bonus.
- Reasonable accommodations are available for qualified applicants with disabilities.
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