JOB DETAILS
Requirements
- A bachelor’s degree in a related field.
- Completion of Chartered Financial Analyst Level I.
- Proficiency in Microsoft Office, including strong Microsoft Excel skills and Visual Basic for Applications.
- High proficiency with Bloomberg functionality and analytics.
- Strong conceptual, structural, and analytical skills.
- Excellent written and verbal communication skills.
- Ability to identify key issues in complex topics and articulate insights clearly.
- Ability to prioritize tasks and manage multiple deadlines.
- Ability to collaborate and support shared priorities.
Responsibilities
- Partner with Portfolio Managers, Client Service Executives, and Product Specialists to deliver quantitative and analytical support to the Client Service and Marketing teams.
- Analyze current and prospective portfolios and communicate investment strategy and drivers of relative performance.
- Create portfolio reports and analysis for Client Service and Marketing communications.
- Address quantitative and analytical requests from Client Service partners.
- Deliver statistical data and analytical reporting for internal stakeholders.
- Prepare recurring and ad hoc analyses to support Client Service and Marketing priorities.
- Produce performance and risk reporting, including key metrics, for external communication.
- Prepare monthly, quarterly, and other ad hoc market reports for client distribution.
- Draft monthly commentaries and provide ongoing portfolio analytics.
- Support new and existing business initiatives through request for proposal responses and database queries.
- Provide client and portfolio analytics to support Product Specialists.
- Support ad hoc projects and collaborate with cross-functional partners.
- Partner across departments to identify opportunities and resolve issues.
- Develop internal and external publications, presentations, and reports.
- Speak at small and medium-sized conferences and forums.
Desired Qualifications
- Progress toward the Chartered Financial Analyst designation.
- Strong knowledge of or interest in fixed-income markets and instruments.
- Working knowledge of Structured Query Language and Python.
- Five or more years of relevant experience in asset management is an advantage.
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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