Job Responsibilities:
- Analyzing portfolios including positioning, analytics and performance results
- Creating and maintaining client presentations, marketing, performance commentary, and other client communications
- Responding to ad-hoc requests from clients and internal groups
- Facilitating meetings, both external (client pitches and portfolio reviews) and internal (product development and strategy meetings)
- Partnering with client advisors on new business opportunities (represent fixed income capabilities in meetings, facilitate RFPs, pitch decks)
- Developing in-depth understanding of fixed income investment portfolios
Required qualifications, capabilities and skills
- 2+ years of experience with fixed income knowledge
- Interest in financial markets, economics and the insurance industry
- Bachelor’s degree
- Strong proficiency with PowerPoint slide creation and strong Excel skills required.
- Meet tight deadlines while possessing strong attention to detail
- Demonstrate ability to multi-task and re-prioritize quickly
- Written and verbal communication skills
- Quantitative skills - proficiency in basic financial calculations and high aptitude with numbers
- Adaptable, innovative, and results oriented, with excellent teamwork skills
- Series 7 & 63
Preferred qualifications, capabilities and skills
- Other computer skills a plus