Portfolio Specialist, Fixed Income - Assistant Manager
Core
Internal subject matter expert supporting senior Client Portfolio Managers with marketing collateral, performance attribution, and data-driven insights for indexed fixed income strategies.
Role type
Senior IC fixed income portfolio specialist
Builds
Marketing collateral, portfolio performance reports, competitor analysis, and client-facing materials
Domain
Fixed Income / Asset Management
Deliverable
dashboards & analysis
Required skills
Fixed income strategy expertise, portfolio construction, data analytics, SQL, Bloomberg Terminal, portfolio attribution, macroeconomics, capital markets knowledge
Preferred skills
Python, databases, institutional client relationship experience, CFA/FRM certification, advanced degree (MBA)
Technologies
SQL, Bloomberg Portfolio Reporting (PREP), Bloomberg Terminal, eVestment, Morningstar, Microsoft Excel
Responsibilities
Derive portfolio performance and attribution insights, produce competitor analysis, support new business pitches, prepare client portfolio review materials, mentor junior team members, streamline reporting deliverables
Seniority
Mid-Senior, hands-on IC