Thursday, October 31, 2013

Fixed Income Product Services Associate Asset Management/Mutual Funds

Fixed Income Product Services Associate

Asset Management/Mutual Funds

Job Responsibilities

This position is working as a Fixed Income Product Expert within the Global Marketing, Product Management Group of a well-established and highly regarded asset management firm with approximately $150B AUM. The individual sought will be asked to serve as the go-to expert for assigned capabilities, working directly with Client Portfolio Managers, Product Strategists, other areas of marketing and, potentially, the Fixed Income investment team. Responsibilities will include but are not limited to:

• Researching individual fixed income securities and products and writing fund and portfolio level commentaries

• Preparing product-related reports for the Board of Directors, formal investment & product reviews, and other types of reports as necessary

• Reviewing all product related marketing information for accuracy and appropriateness

• Reviewing product sections of RFP's/RFI's, investment & due diligence questionnaires and third-party and Consultant databases for new & existing business

• Conducting research on various topics as needed

• Working on various ad-hoc projects with Client Portfolio Managers and other members of Product Management Group

• New product launches


• 2-5 years of work experience, with 2-3 years of securities industry knowledge preferred

• Must have a strong knowledge of Microsoft Word, Excel and PowerPoint

• Series 7, 66

• Interest in pursuing CFA

Personal Characteristics

• Strong interest and commitment to developing knowledge about investments and the markets, with desire and ability to grasp related technical topics and issues

• Strong analytical, problem-solving & math skills

• Strong organizational skills & time management skills

• Strong communication skills (verbal & written)

• Ability to manage multiple projects with varying priorities, to multi-task.

• Excellent attention to detail

• High attentiveness to deadlines

• Resourceful, inquisitive, proactive

• Team player


• Bachelor's Degree - preferably in Business/Finance see above for job description

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