Product Reporting Analyst
Core
Producing high quality, accurate, and timely fixed income product reporting and marketing materials for institutional clients.
Role type
Product Reporting Analyst
Builds
Standard product materials (marketing presentations, fact sheets, summaries) and customized client reporting for fixed income funds.
Domain
Fixed Income / Investment Management
Deliverable
product features
Required skills
Fixed income knowledge, quantitative analysis, Microsoft Excel, Microsoft Word, data accuracy, deadline management
Preferred skills
MBA, CFA, CMA, CAIA
Technologies
Microsoft Word, Microsoft Excel
Responsibilities
Partner with Product Management to understand client reporting needs; Develop expertise in assigned fixed income approaches to write attribution and performance commentary; Produce standard product materials and reoccurring deliverables; Peer review client deliverables for accuracy; Take the lead on production of customized client reporting
Seniority
Mid-level IC