Product Specialist – Mortgage & Securitized Associate

Responsibilities

• Monitor and summarize market developments, economic releases and portfolio activity across Mortgage & Securitized strategies for internal use and inclusion in client materials.
• Draft and update client portfolio review materials and market commentary in partnership with the Institutional Portfolio Managers, leveraging investment team inputs, internal attribution data and external sources.
• Support consultant and client coverage by preparing meeting materials, maintaining standard messaging and following up on information requests under the direction of senior team members.
• Coordinate internally with Distribution, Legal, Risk, Compliance and Operations teams to support onboarding, ongoing account maintenance and reporting needs.
• Conduct competitor analysis and market research to support positioning, product knowledge and responses to stakeholder inquiries.
• Manage data, performance metrics and due diligence content required for RFPs/RFIs and other business support requests; help ensure timely and accurate completion.

• 2-5 years of experience in asset management, investments, product, research, client service, or a related role.
• Working knowledge of fixed income markets; familiarity with securitized assets, corporate credit or emerging markets debt is a plus.
• Strong writing, editing and data-driven storytelling skills; comfort presenting internally and contributing to client materials.
• Highly organized, proactive and detail-oriented; able to meet deadlines and multiple requests in a fast-paced environment.
• Interest in levered credit and enthusiasm for developing deeper product expertise over time.
• Strong analytical skills and resourcefulness to efficiently solve problems and synthesize information.
• Familiarity with performance, attribution and risk concepts (or the ability to learn quickly).
• Strong technical skills:
  Microsoft Excel, Power Point, Morningstar Direct, eVestment, Bloomberg preferred.
• Bachelor’s degree required.
• CFA or progress toward CFA strongly preferred.
• FINRA Series 7 & 65/66 preferred.

Demonstrates expertise in asset management and investments, with strong analytical skills and proficiency in data-driven storytelling. Capable of coordinating with various teams and preparing client materials while maintaining a high level of organization and attention to detail.