Product Analyst
Core
Analyze fixed-income portfolios and create quantitative reports to support investment solutions and client communications.
Role type
Product Analyst (Fixed Income)
Builds
Portfolio reports, market commentaries, and performance/risk analytics for Client Service and Marketing teams.
Domain
Fixed-income asset management
Deliverable
dashboards & analysis
Required skills
Portfolio analysis, quantitative analysis, financial reporting, RFP response support, database querying, presentation development
Preferred skills
Fixed-income market knowledge, CFA designation, VBA, SQL, Python
Technologies
Bloomberg, Microsoft Excel (VBA), SQL, Python
Responsibilities
Partner with Portfolio Managers and Client Service Executives to deliver analytical support; Analyze current and prospective portfolios to communicate investment strategy; Create portfolio reports and analysis for Client Service and Marketing communications; Address quantitative and analytical requests from Client Service partners; Produce performance and risk reporting including key metrics; Prepare monthly and quarterly market reports for client distribution.
Seniority
Mid-level, hands-on IC