Our client is one of the world’s leading independent asset managers. They have expanded from their headquarters in Boston to the main international and Asian financial centres, providing clients with local knowledge and global expertise. They are seeking to hire a Fixed Income Product Reporting Analyst to join their team.

Position Overview:

The Fixed Income Product Reporting Analyst will be producing high quality, accurate, and timely reporting is one of the key aspects of providing superior service to our clients, prospects, and consultants. To that end, the Product Reporting team within Investment Services & Technology is responsible for maintaining and producing standard product-related marketing and client materials as well as customized client reporting for an assigned suite of products. The Product Reporting Team broadly is expected to develop expertise in the approaches they cover and are expected to understand the portfolio’s outlook, process, positioning, strategy, and the current market environment. The team will be closely aligned with Investment Products & Fund Strategies (IPFS) and serve as internal subject matter expert to Investment Services & Technology and the client group broadly.

Responsibilities of the Fixed Income Product Reporting Analyst:

• Partner with Investment Products & Fund Strategies (IPFS) and the client group to understand the fundamentals of the approaches, the general reporting needs of our clients invested in those approaches, and the guidelines which govern our activities related to marketing and client reporting.
• Develop expertise in an assigned suite of approaches to effectively develop and deliver product-level content in client reporting. This includes but may not be limited to, writing attribution and performance commentary, tailoring portfolio positioning and outlook text for different client guidelines, understanding product-specific data nuances, answering ad-hoc questions related to the product, etc.
• Serve as an internal subject matter expert to the other roles within Investment Services & Technology.
• Produce all standard product materials and reoccurring deliverables including generic marketing presentations, institutional fact sheets, and product summaries.
• Peer review client deliverables completed by the team to ensure accuracy, data reasonability, etc.
• Take the lead on the production of customized client reporting.

Qualifications of the Fixed Income Product Reporting Analyst:

• Intellectually curious and self-motivated.
• Excellent quantitative and communication skills, as well as strong attention to detail.
• The individual must be an independent self-starter, a team player, and able to work on multiple assignments and complete high-quality work against strict and competing deadlines that are dictated by prospects, consultants, and clients.
• A positive, collegial attitude and a high level of professionalism are essential.
• Strong academic credentials and professional experience in investment management, client reporting, or marketing communications.
• Candidates should demonstrate a high level of capital markets/investment/product knowledge, particularly in the Fixed Income asset class.

Education Requirements:

• Master’s degree in Business Administration, or CFA/CAIA, or progress toward these qualifications is a plus

Benefits:

• Atrium Care Package available, upon eligibility.