Investment Analyst
Core
Fixed Income Product Management role supporting institutional clients by developing investment solutions, ensuring portfolio integrity, and managing product-level business operations.
Role type
Investment Specialist (Fixed Income Product Management)
Builds
Fixed income investment products and client solutions for institutional clients
Domain
Fixed Income / Capital Markets
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Portfolio analysis, market research, competitive analysis, risk exposure monitoring, white paper creation, presentation skills, fixed income product knowledge (Agency MBS, RMBS, CMBS, ABS, CLOs), AI tool integration
Preferred skills
MBA, CFA, advanced analytical skills, complex topic communication, creative problem-solving, leadership
Technologies
AI tools
Responsibilities
Monitor portfolio positioning, performance, and risk exposures; contribute to new investment strategies and client solutions; conduct market and competitor analysis; evaluate product overlap and capacity trends; prepare white papers and presentation materials; participate in client, prospect, and consultant meetings; collaborate with investment teams and functional areas; integrate AI tools into workflows; support business management initiatives including risk oversight.
Seniority
Mid-Senior (5–7+ years experience)