Fixed Income Specialist
Core
Identify and manage fixed income product ideas to deliver positive investment returns and broad client impact for private banking and wealth management clients.
Role type
Senior IC fixed income product specialist
Builds
Fixed income product ideas, market commentaries, and investment insights for clients and frontline teams
Domain
Private banking / Wealth management / Fixed income
Required skills
Fixed income product selection, portfolio construction, asset allocation, market commentary writing, client consultation, regulatory compliance, stakeholder management
Preferred skills
Structured products expertise, due diligence on fixed income securities, cross-border regulatory knowledge
Technologies
N/A
Responsibilities
Select and identify fixed income product ideas with an end-to-end lens; Produce and distribute timely market commentaries and investment insights; Support Relationship Managers in client meetings and conduct portfolio reviews; Coordinate with fixed income specialist teams globally on idea sharing; Support team in due diligence process on Fixed Income Securities
Seniority
Senior, hands-on IC