Fixed Income Portfolio Specialist- Team Lead

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

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, investment, 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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