Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Finance, Investment ManagementIndustries
Requirements
Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Engineering, or other related disciplines
2-3 years of relevant work experience, ideally in investment management, alongside a passion for markets more broadly
General familiarity across fixed income asset classes e.g. rates, FX, MBS, corporate credit, emerging markets, equities, and commodities
Knowledge of and experience with ETF vehicle and marketplace
Strong analytical and critical thinking capabilities – exhibiting quantitative, organizational, and problem-solving skills
Driven and a self-starter, with a demonstrated ability to deliver results in a dynamic environment
Ability to organize, distill, and communicate complex topics effectively via both verbal and written communication
Ability to work effectively and professionally with all levels of personnel both internally and externally, including building strong internal relationships across the firm (e.g., account management, legal, operations, and portfolio management teams)
CFA designation, or active status in program, encouraged
Responsibilities
Performing detailed portfolio risk and performance attribution to combine with economic commentary for ongoing monthly/quarterly reporting to investors
Responding to ad hoc inquiries related to fixed income strategies, both externally (clients) and internally across groups
Creating content relevant to key messaging for the strategies by type of client (e.g., retail vs institutional), as well as maintaining marketing and other general education materials
Contributing to new business development including RFP reviews, and creation of pitch-books and other strategy marketing materials
Helping set and execute team priorities, leading projects, and mentoring junior colleagues
Assisting in the development of new products and custom solutions for institutional clients
Managing research projects related to competitors and industry topics