Job Responsibilities
- Engage with the sales teams across distribution channels to jointly develop distribution strategy and subsequent game plan
- Analyze portfolios including positioning, analytics, and performance results
- Develop engaging, compelling, and dynamic marketing content to position strategies in an evolving market environment
- Lead client meetings, both external (client pitches and portfolio reviews) and internal (product development and strategy meetings)
- Serve as the primary point of contact with the client on markets, investment matters (i.e., portfolio results and positioning)
- Partner with client advisors on new business opportunities (represent fixed income capabilities in meetings, facilitate RFPs, pitch decks)
- Obtain an in-depth understanding of fixed income investment portfolios
Required Qualifications, Capabilities, and Skills
- Six plus years of related experience in fixed income
- Bachelor’s Degree
- Series 7 and 63
- Extensive knowledge and experience in fixed income markets
- Demonstrated track record in developing business across a range of investor segments, including retail and institutional
- Excellent responsiveness and problem-solving skills with high attention to detail
- Ability to work proactively and creatively in a team environment
- Developed interpersonal, presentation skills and ability to deal with clients and colleagues at all levels
- Exceptional time management with the ability to prioritize multiple deliverables
- Dynamic and credible professional who communicates with clarity and has excellent presentation skills
- Strong knowledge of Bloomberg, PowerPoint, and advanced level of Excel
Preferred Qualifications, Capabilities and Skills
- Advanced degree or certification, such as MBA or CFA preferred
- Separately Managed Account and Investortools/Perform system experience a plus
- Python skillset would be additive