Investment Specialist, Fixed Income Product Management

Overview

In this role you help shape fixed income offerings by overseeing portfolio integrity, risk, and performance while developing new client solutions. You collaborate with investment teams, sales, and product teams to differentiate strategies and communicate our investment philosophy. You analyze markets, benchmark against peers, and prepare materials to support client conversations. The role combines rigorous analysis with client-facing storytelling in a fast-paced, collaborative environment.

Pay / Benefits

• Hybrid work arrangement: 4 days in the office, 1 day remote
• Equal opportunity employer
• Professional development focus
• Collaborative culture
• Exposure to global fixed income teams
• Competitive compensation and benefits

Responsibilities

• Oversee portfolio positioning, performance, and risk exposures to ensure alignment with client expectations
• Contribute to the development of new investment strategies and client solutions
• Conduct market and competitor analysis and evaluate product overlap and capacity trends
• Prepare white papers and presentation materials to differentiate portfolios
• Communicate investment philosophy, strategy, positioning and performance in meetings with clients, prospects and consultants
• Collaborate with Investment Directors, investment teams and business professionals on product development and risk management
• Own issues and drive problem solving with a proactive, can-do attitude

Key requirements

• Knowledge of portfolio and market analysis
• Advanced analytical skills to frame issues and draw conclusions
• Strong written and verbal communication skills
• Experience in a fast-paced, multi-faceted role with changing priorities
• 5+ years of relevant professional experience, ideally buy-side
• Demonstrated knowledge of fixed income markets and investment strategies
• Excellent organizational and project management skills
• Solutions-oriented mindset and strong business judgment

• Strong communication and interpersonal skills
• Creative problem solving
• Curiosity and intellectual flexibility
• Fixed income markets and investment strategies
• Portfolio risk analysis and performance attribution
• Market analysis and competitive benchmarking

Full job description from WhatJobs. Apply for this role →