Fixed Income, Product Specialist Associate

Logan Sinclair
London, United Kingdom
Aug 24, 2021
Sep 23, 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
This role is broken down into 3 main areas:

1) Understanding the needs of clients: Regular contact with clients (1:1 or larger groups) to identify current and future needs.

2) Delivering solutions: Based on client needs, suggesting new ideas e.g. unique investment products or tailored solutions in collaboration with investment and/or product teams.

3) Ensure a white-glove service with client experience: This includes regular reporting on fund performance, market updates and outlooks, creating thought-leadership pieces.

  • Building relationships with existing/prospective clients, covering fixed income product types and working with distribution teams.
  • Support the fixed income team with: Existing funds analysis, pitch books, peer reviews and marketing material.
  • Providing client updates across various fixed income disciplines.
  • Work closely with portfolio managers and investment specialists to shape the Fixed Income investment message
  • Contribute to thought-leadership pieces, white papers on thematic issues affecting institutional and wholesale clients

  • Very strong theoretical and practical understanding of fixed income instruments, analysis and portfolio management techniques (e.g. asset allocation)
  • Degree educated, preferably with post-graduate/professional qualifications e.g. CFA
  • High-level presentation skills
  • Ability to actively listen and desire to convince based on facts
  • Analytical and problem solver
  • Able to manipulate data; performance and attribution interpretation
  • Knowledge of programming languages (e.g. Python) is beneficial
  • Interest for emerging technologies (e.g., distributed ledger technology) is also an advantage

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