Responsibilities
- Act as proxy for the firm's Fixed Income portfolio managers at technical pitches, conferences and client meetings
- Be the product specialist representing Fixed Income strategies to external intermediary/wholesale clients
- Clearly communicate and articulate the firm’s investment process and research capabilities
- Produce technical content and thought leadership
- Create and own technical marketing material and performance commentaries
- Conduct detailed Portfolio reviews
- Work closely with PMs and CIO on product and investment strategy
- Work closely with sales teams to help drive business and revenue
Requirements
- Undergraduate degree (min 2.1)
- CFA or Masters preferred
- Fluent in Spanish and English
- 7-10 + years plus experience within in Asset Management within an investment or technical distribution role
- 3-5 years directly in a similar investment specialist/client portfolio manager/product specialist role
- Proven in depth Fixed Income knowledge
- Excellent presentation skills and communication with ability to articulate complex investment philosophies
- Strong business development drive and ability to close businesses.
Product manager/product specialist/client portfolio manager/ portfolio Specialist/Investment director.