Position Summary

The Product Analyst is responsible for handling regular and ad-hoc client needs as well as providing support for Product Specialist Account Managers. This role offers a great opportunity to gain exposure to the entirety of fixed income product areas and collaborate across a variety of departments. An ideal candidate should have a solid understanding of the asset management business, a high-level understanding of fixed income markets, and excellent client service and analytical skills. CFA Charterholder or candidate preferred.

Essential Duties

• Read and internalize global market research and internal research as a foundation for crafting unique product and portfolio specific performance commentary
• Analyze portfolio attribution and effectively communicate drivers of performance in written commentary form
• Assist in creating product specific materials
• Collaborate with senior level account managers to support client relationships
• Coordinate with account associates on client inquiries or other requests for information
• Communicate directly with clients and consultants, as needed
• Prepare and deliver ad-hoc reporting
• Liaise with other departments (Sales/Marketing, Operations, Compliance, Legal, Accounting) to provide information in response to client needs/requests
• Identify ways of creating efficiencies/improving processes

Required Qualifications

• Bachelor’s degree with at least 5 years of relevant experience
• Solid working knowledge and understanding of capital markets
• Prior experience working in the fixed income market
• Proficient with Microsoft Office applications, particularly Microsoft Excel

Professional Skills Qualifications

• A self-starter who takes initiative and can work independently, as well as in team settings
• Strong analytical skills and exceptional attention to detail
• Excellent verbal and written communications skills 
• Well organized and able to prioritize multiple requests from a variety of sources 

Desired Qualifications

• CFA Charterholder

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