Summary
Leading asset management firm seeking a Client Portfolio Specialist.
Company Information:
Global Asset Manager
Job Description:
- Lead the promotion of the firm’s Fixed Income platform, with primary responsibility for Non-Investment Grade credit strategies (Bonds, Loans, and CLOs).
- Partner cross-functionally across Marketing, Product Development, Performance Analytics, Legal & Compliance, and RFP to ensure consistent, accurate articulation of the firm’s investment philosophy, process, and active management approach.
- Translate complex fixed income strategies and portfolio positioning into clear, client-focused insights and materials.
- Contribute to thought leadership initiatives, including market commentary and white papers.
- Support the strategic positioning and growth of the firm’s Non-Investment Grade Credit platform through market analysis and new product development.
- Oversee non-investment-related responsibilities for Non-Investment Grade products and collaborate on broader Fixed Income platform initiatives.
Requirements / Qualifications:
- Minimum 5+ years of experience in a comparable role within the asset management industry.
- Proven experience in a Product Specialist or Client Portfolio Management capacity.
- Demonstrated expertise in credit markets, with particular focus on High Yield Bonds, Loans, and CLOs.
- Bachelor’s degree required; CFA or equivalent advanced designation preferred.
- Strong written and verbal communication skills, with the ability to deliver effective presentations to diverse audiences.
