Asset & Wealth Management, Fixed Income, Insurance Investment Specialist, Analyst

The Investment Specialist (IS) team is part of the Global Fixed Income and Liquidity Solutions Portfolio Management team. IS team works closely with Lead Portfolio Managers (LPMs) and is focused on the strategic development, growth and positioning of our Fixed Income product offerings. This includes being involved in all aspects of the new business process, providing portfolio and investment strategy information as well as market developments to our existing clients. 

Responsibilities

• Develop Product Knowledge - gain understanding of Fixed Income investment products including: Money Markets, Municipals, High Yield, Emerging Market Debt, Commodities, Currency, and Hedge Funds. 
• Servicing Existing Clients – Own and deliver customized client materials - ensuring work is of the highest commercial quality – attention to detail is paramount
• Business Development – Take active participation in all aspects of the new business process, including but not limited to; responding to ad hoc client queries, providing specialist product or market input to RFPs, creation of bespoke and customized presentation materials, market analysis, portfolio modelling and assisting with the onboarding process
• Portfolio/ Market Analysis – Comprehend and effectively communicate - current portfolio positioning, performance attribution, market trends and investment themes in a manner which is suitable for the intended audience; assist LPM's with portfolio oversight and analysis
• Project Management – Work on various intra and cross team-related projects to enhance and improve all aspects of the fixed income process

Qualifications

• Bachelors or Master's degree of Finance, Economics, Business or Commerce. 
• Strong communication and interpersonal skills. 
• Strong analytical skills and keen attention to detail 
• Ability to multi-task and meet multiple deadlines 
• Enthusiasm for Fixed Income products and markets 
• CFA is a plus