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Product Analyst

Newport Beach, CA USA💼 Full-time💰 $90,000–$90,000🗓 2026-09-23 → 2026-09-26

Core

Early-career analyst supporting multi-sector fixed income strategies by building investment collateral, conducting portfolio analysis, and communicating market views to clients and internal teams.

Role type

Junior Product Analyst (Fixed Income)

Builds

Strategy-specific collateral, portfolio commentary, performance/risk reports, and client-facing materials

Domain

Fixed Income / Asset Management

Deliverable

product features | dashboards & analysis | client delivery

Required skills

quantitative analysis, financial modeling, market research, written communication, data visualization, Excel proficiency, Bloomberg usage, AI tool application

Preferred skills

CFA designation pursuit, internship in investment management, experience with emerging technologies

Technologies

Microsoft Excel, PowerPoint, Bloomberg, AI-powered tools

Responsibilities

Build command of investment process and market outlook; represent investment team to account managers; own product and client-service materials; track competition and platform growth; construct attribution and risk reporting; write market updates and portfolio commentary; partner on RFPs and DDQs

Seniority

Junior, early-career IC

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