Analyst/Associate, Fixed Income Strategy & Solutions Group
About The Position
The Fixed Income Strategy and Solutions Group is centralized in the Fixed Income Investment team, driving strategy and data-driven solutions with disciplined focus on clients. This role offers exceptional growth opportunities within our ~$100bn Fixed Income platform spanning 7 investment capabilities across our global hubs in Philadelphia, New York, London, and Vienna. The International business brings together a legacy of investing in public and private markets on a global scale. Through active management, we deliver differentiated and innovative solutions across equities, fixed income, multi-asset, and private credit supported by a team of disciplined and tenured investment professionals. This role involves three key areas: Client Portfolio Management Support Assist Client Portfolio Managers who serve as extensions of investment desks, acting as the intersection between Investment, Distribution, and Product Support client and prospect presentations, queries, RFPs, and questionnaires across our Fixed Income suite including Corporate Bond, Emerging Markets Debt, Leveraged Credit, Municipals, Multisector & Securitized Credit, Private Placements, and Leveraged Credit Help develop and deliver market presentations and thought leadership materials that articulate PM views to clients, consultants, and prospects Support the triage of meeting requests and provide initial client engagement support Contribute to quarterly pitchbook updates and strategy materials, partnering with Information Services Platform & Product Strategy Support strategic initiatives aligned with Fixed Income's priorities Conduct market/industry data analysis including competitive landscape and peer analysis to increase credibility and marketability Help define and implement product and vehicle solutions, ensuring strategies are positioned in proper wrappers Work closely with our client group and distribution partners to field requests for the investment teams Investment Team Partnership Work closely with all investment teams using our dedicated coverage model: Corporate Bond, Emerging Markets Debt, Insurance, Leveraged Credit, Multisector, Municipals, Private Placements, and Securitized Credit Support investment teams to focus on investments by handling product and client-facing responsibilities Assist with investment collateral development and ensure our strategies are in the right vehicles and channels Assist with RFP/RFI/DDQ processes for investment team review Help bridge communication between investment teams and distribution channels
Requirements
- 1-2 years of relevant experience in financial services, investment management, or related field
- Strong interest in financial markets, investment management, and fixed income across public and private markets
- Bachelor's degree
- Advanced proficiency in Microsoft Suite – PowerPoint and Excel (required)
- Strong quantitative and analytical capabilities with experience in financial modeling and data analysis preferred
- Ability to synthesize complex investment concepts and present them clearly to diverse audiences
- Understanding of fixed income markets, credit analysis, and investment vehicles preferred
- Ability to utilize AI beyond chat capabilities (i.e., LLM, design)
- Team-oriented mindset comfortable building relationships across our global organization
- Exceptional attention to detail with ability to work under tight deadlines in a fast-paced environment
- Strong written and verbal communication skills for client-facing and internal interactions
- Proactive, resourceful attitude with powerful work ethic and client-focused lens
- Critical thinking skills with ability to challenge status quo and propose innovative solutions
- Adaptability to support multiple investment teams and varying levels of effort as needed
Nice To Haves
- CFA or licensing interest
Responsibilities
- Assist Client Portfolio Managers who serve as extensions of investment desks, acting as the intersection between Investment, Distribution, and Product
- Support client and prospect presentations, queries, RFPs, and questionnaires across our Fixed Income suite including Corporate Bond, Emerging Markets Debt, Leveraged Credit, Municipals, Multisector & Securitized Credit, Private Placements, and Leveraged Credit
- Help develop and deliver market presentations and thought leadership materials that articulate PM views to clients, consultants, and prospects
- Support the triage of meeting requests and provide initial client engagement support
- Contribute to quarterly pitchbook updates and strategy materials, partnering with Information Services
- Support strategic initiatives aligned with Fixed Income's priorities
- Conduct market/industry data analysis including competitive landscape and peer analysis to increase credibility and marketability
- Help define and implement product and vehicle solutions, ensuring strategies are positioned in proper wrappers
- Work closely with our client group and distribution partners to field requests for the investment teams
- Work closely with all investment teams using our dedicated coverage model: Corporate Bond, Emerging Markets Debt, Insurance, Leveraged Credit, Multisector, Municipals, Private Placements, and Securitized Credit
- Support investment teams to focus on investments by handling product and client-facing responsibilities
- Assist with investment collateral development and ensure our strategies are in the right vehicles and channels
- Assist with RFP/RFI/DDQ processes for investment team review
- Help bridge communication between investment teams and distribution channels
Benefits
- full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
