Capital Markets Fixed Income Specialist
Core
Fixed Income Specialist supporting Financial Advisors and UHNW clients with portfolio strategy, construction, analytics, market commentary, and security analysis.
Role type
Fixed Income Specialist (Sales & Trading support)
Builds
Portfolio strategies, investment ideas, and market content for wealth management clients
Domain
Capital Markets / Fixed Income / Wealth Management
Deliverable
product features
Required skills
Fixed Income market analysis, event-driven credit analysis, portfolio construction, security analysis, content creation, risk governance
Preferred skills
Artificial Intelligence tools, Microsoft Excel, AIMS functionality
Technologies
BlastIM, AIMS, Microsoft Excel
Responsibilities
Curate and distribute Fixed Income desk ideas to the field; Analyze event-driven special situations (liability management, M&A); Collaborate with sales to scale best ideas; Leverage research for portfolio positioning; Use AI to scale content creation; Ensure adherence to policy and risk procedures