Product Associate, Fixed Income

About the Role

Key Responsibilities

• Perform detailed portfolio risk and performance attribution to combine with economic commentary for ongoing monthly/quarterly reporting to investors.
• Respond to ad hoc inquiries related to fixed income strategies, both externally (clients) and internally across groups.
• Create content relevant to key messaging for the strategies by type of client (e.g., retail vs institutional), as well as maintain marketing and other general education materials.
• Contribute to new business development including RFP reviews, and creation of pitch-books and other strategy marketing materials.
• Help set and execute team priorities, lead projects, and mentor junior colleagues.
• Assist in the development of new products and custom solutions for institutional clients.
• Manage research projects related to competitors and industry topics.

Requirements

• Bachelor's degree in Finance, Economics, Accounting, Mathematics, Engineering, or other related disciplines.
• 2-3 years of relevant work experience, ideally in investment management, with a passion for markets more broadly.
• General familiarity across fixed income asset classes such as rates, FX, MBS, corporate credit, emerging markets, equities, and commodities.
• Knowledge of and experience with ETF vehicle and marketplace.
• Strong analytical and critical thinking capabilities, including quantitative, organizational, and problem-solving skills.
• Driven and a self-starter, with a demonstrated ability to deliver results in a dynamic environment.
• Ability to organize, distill, and communicate complex topics effectively via both verbal and written communication.
• Ability to work effectively and professionally with all levels of personnel both internally and externally.
• Advanced Excel skills (any VBA/programming experience viewed favorably).
• CFA designation or active status in the program is encouraged.

Nice to Have

• CFA designation, or active status in the program.

Qualifications

• Bachelor's degree in a relevant discipline.

Benefits & Perks

• Total compensation approach including a base salary and a discretionary bonus.
• Base salary determined by core responsibilities, experience, internal level, and market factors.
• Discretionary bonus awarded based on company, business, team, and individual performance.