Director, Investment Strategist - Fixed Income
About The Position
Supports strategic growth of an asset class, region or client channel Drives growth & business planning of pre-agreed products in region/channel in partnership with sales team and Client Portfolio Manager (CPM) owners Understands investment process and macro content to drive growth across broad set of products Servers as an asset class expert with technical skills, bringing Portfolio Construction Strategy (PCS) elements to the fore; and serve as an important aide to their Distribution partners Works closely with CPMs and Product Specialists to refine product expertise and ensure awareness of product performance and drivers Drive new sales through extensive travel in market Significant client prospecting Carry out other duties as assigned
Requirements
- Business / Commercial Acumen – able to proactively develop clear objectives backed by data, understanding any problems that may prevent them being achieved and a way to overcome them
- Executive Presence – able to interact with advisors and company executives at all levels
- Client Skills – able to write and report for a variety of audiences, adapting key messages by client type, and presenting and communicating with clients clearly and confidently
- Investment Knowledge – deep understanding of specific asset class and/or region, including the impact of macro environment
- Data Assessment – able to use market data to inform business decisions and client communications
- Partnership – able to partner with CPM, Product Specialists and Distribution teams, able to listen and communicate effectively for different audiences to build trust
- Agility – able to respond effectively to changing environments, and proactively find ways to provide innovative solutions for clients and teams
- Travel – role will require substantial travel within markets which may be as much as 60%
Nice To Haves
- CFA or CIMA preferred
Responsibilities
- Supports strategic growth of an asset class, region or client channel
- Drives growth & business planning of pre-agreed products in region/channel in partnership with sales team and Client Portfolio Manager (CPM) owners
- Understands investment process and macro content to drive growth across broad set of products
- Servers as an asset class expert with technical skills, bringing Portfolio Construction Strategy (PCS) elements to the fore; and serve as an important aide to their Distribution partners
- Works closely with CPMs and Product Specialists to refine product expertise and ensure awareness of product performance and drivers
- Drive new sales through extensive travel in market
- Significant client prospecting
- Carry out other duties as assigned
Benefits
- Hybrid working and reasonable accommodations
- Generous Holiday policies
- Paid volunteer time to step away from your desk and into the community
- Support to grow through professional development courses, tuition/qualification reimbursement and more
- Maternal/paternal leave benefits and family services
- Complimentary subscription to Headspace – the mindfulness app
- Corporate membership to ClassPass and other health and well-being benefits
- Unique employee events and programs including a 14er challenge
- Complimentary beverages, snacks and all employee Happy Hours
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
