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 IncomeAround 5-10 years of relevant investment experienceStrong communication and partnership skills. Experience with institutional client relationships is a plus.Master's degree / CFA / FRM is preferred, or progress towardsTechnical 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, MorningstarWorking knowledge of portfolio attribution techniquesProficient in macroeconomics, capital markets and the competitive landscapeFundamental Skills :
Highly motivated and ability to multitaskAttention to detail and high degree of accuracyProblem solving : creative thinking and process improvementsStrong written communication skills with the ability to develop client facing materialVery comfortable working in a collaborative culture across a range of fixed income strategies Job Description : Officer, Portfolio Specialist, FICCKey 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 basisDevelop a strong understanding of the competitive landscape and regularly produce insightful competitor analysisContribute to thought leadership publications through idea generation as well as market data analysisSupport 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 necessaryPartner with other team members, and client reporting teams to explore automation and streamline standardized deliverables, enhancing overall efficiencyQualifications
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 IncomeAround 5-10 years of relevant investment experienceStrong communication and partnership skills. Experience with institutional client relationships is a plus.Master's degree / CFA / FRM is preferred, or progress towardsTechnical 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, MorningstarWorking knowledge of portfolio attribution techniquesProficient in macroeconomics, capital markets and the competitive landscapeFundamental Skills :
Highly motivated and ability to multitaskAttention to detail and high degree of accuracyProblem solving : creative thinking and process improvementsStrong written communication skills with the ability to develop client facing materialVery comfortable working in a collaborative culture across a range of fixed income strategiesAbout State Street
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