Overview
In this role you connect investment thinking to client needs through insightful storytelling and high-quality materials. You collaborate with portfolio managers and distribution teams to articulate views, positioning, and performance drivers for clients and prospects. You support servicing existing relationships and facilitating new business opportunities in a fast-paced, detail-oriented environment that prioritizes client focus. This role offers a chance to influence client conversations and contribute to market-facing communications within fixed income.
Responsibilities
- Analyse portfolio positioning, risk, analytics, and performance outcomes for client conversations
- Create and maintain client presentations, marketing materials, performance commentary, and written communications
- Respond to ad-hoc client and internal requests with accuracy and urgency
- Facilitate external and internal meetings, including client pitches and portfolio reviews
- Partner with client advisors to support new business opportunities, including pitch materials and RFP coordination
- Develop and maintain a strong understanding of fixed income portfolios, market drivers, and product positioning
Key requirements
- Demonstrated experience in fixed income, credit, rates, or multi-sector bond markets
- Experience with Insurance investment management including understanding of Solvency II and insurance accounting (preferred)
- Proficiency in PowerPoint and Excel with a track record of producing client-ready materials
- Strong analytical skills with comfort in financial calculations and numerical reasoning
- Ability to manage multiple priorities and deliver under tight deadlines
- Strong attention to detail and ownership mindset with follow-through
- Collaborative mindset and ability to build cross-functional partnerships
- Degree-level education (or equivalent practical experience)
- Clear written and verbal communication
- Client focus
- Cross-functional collaboration
- PowerPoint
- Excel
- Familiarity with portfolio analytics and performance/risk tools
…
