Responsibilities
* Act as a proxy for the firm's fixed income portfolio managers at technical pitches, conferences, and client meetings
* Serve as 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
* Collaborate with sales teams to help drive business and revenue
Requirements
* Undergraduate degree (minimum 2.1)
* CFA or Master’s degree preferred
* Fluent in Spanish and English
* 7-10+ years of experience within asset management, specifically in an investment or technical distribution role
* 3-5 years in a similar investment specialist/client portfolio manager/product specialist role
* Proven in-depth fixed income knowledge
* Excellent presentation skills and ability to articulate complex investment philosophies
* Strong business development drive with the ability to close deals
Product manager, product specialist, client portfolio manager, portfolio specialist, investment director.
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