Asset Management – Investment Specialist Associate – Fixed Income

You are a strategic thinker passionate about driving solutions in Fixed Income. You have found the right team.

As an Investment Specialist within our Fixed Income team , you will spend each day defining, refining and delivering set goals for our firm.

Job Responsibilities

• Prepare strategy presentations covering performance, market value, and portfolio analytics.
• Analyze portfolio characteristics and provide detailed insights on holdings.
• Develop customized client presentations for Investment Specialist review meetings.
• Evaluate portfolio positioning, analytics, and performance results.
• Assist in preparing client performance reports and investment review materials for new and existing clients.
• Provide commentaries on performance drivers and investment outcomes.
• Support the creation of various client communications as required.
• Monitor portfolio guidelines and ensure adherence for both internal and external managed portfolios.
• Coordinate with Sales, Consultants, and RFP teams to address their requirements.
• Collaborate with team members to fulfill any additional needs of the Investment Specialist.
• Deliver high-quality work with a strong commitment to accuracy and excellence.

Required qualifications, capabilities and skills

Preferred qualifications, capabilities and skills

Skills Required

Data Analysis, Ms Office Excel, Python, Fixed Income