Analyst, Product Management & Investor Relations, Systematic Credit
Core
Analyst supporting Product Management & Investor Relations for a systematic credit investment manager, focusing on client communications, market analysis, and reporting.
Role type
Analyst, Product Management & Investor Relations
Builds
Marketing materials, portfolio reports, and investor data reporting capabilities
Domain
Systematic Credit / Fixed Income / High Yield / Convertible Bonds
Deliverable
dashboards & analysis
Required skills
Data collection and organization, Market and competitor analysis, Portfolio reporting, Content creation for consultant databases and RFPs, Client material customization, Cross-functional collaboration, Data accuracy management, Meeting preparation and agenda development
Preferred skills
Python, Microsoft Office, Co-Pilot, Chat GPT, Fixed income or credit market experience, Technology industry experience
Technologies
Python, Microsoft Office, Co-Pilot, Chat GPT
Responsibilities
Identify and implement efficiencies to improve data collection, organization, and reporting processes; Support Product Specialists in delivering strategy and product insights to clients and internal stakeholders; Contribute across key strategies, including commingled funds and separately managed accounts; Produce monthly, quarterly, and annual portfolio reporting, as well as respond to ad hoc investor requests; Develop and maintain qualitative and quantitative content for consultant databases and RFPs; Assist in the creation and ongoing enhancement of client-facing materials, including presentations, fund updates, and marketing collateral; Update and tailor materials to reflect evolving market conditions and client requirements; Build strong working relationships with cross-functional teams, including engineering, portfolio management, research, marketing, business development, compliance, legal, risk, performance, operations, and HR; Ensure consistency and accuracy of data across all client and marketing materials; Support client engagement activities, including meeting preparation, agenda development, and material customization
Seniority
Analyst, entry-level IC