Investment Strategist - Fixed Income

Natixis Investment Managers•Boston, MA

1d•$126,690 - $185,400•Onsite

About The Position

The Investment Strategist is the key liaison between Natixis Investment Manager’s affiliated asset management firms and the Natixis distribution organization. The Investment Strategist will be assigned several investment strategies with an emphasis on fixed income and will perform the following functions: Act as in-house investment specialist conducting research and providing information regarding product positioning, market perspective, historical performance, attribution, competitive landscape, etc. Prepare investment reports such as performance reporting, competitive analysis, benchmarking, and MPT statistics. Provide support to field sales including attending client meetings and participating in calls with clients. Design and deliver product training to internal departments. Sample training topics include product attributes, positioning, differentiation, portfolio updates, and market context. Collaborate with various groups (portfolio managers, Sales, Marketing, Legal, etc.) to build and maintain consistent product messaging and positioning. Coordinate with internal/external partners (Fund/Product Operations, Legal/Compliance, etc.) on initial product development and ongoing modifications. Create and deliver value-added investment programs where appropriate (seminars, white papers, etc.).

Requirements

Bachelor’s Degree required
7+ years of experience in financial services, including at least 2 years in product strategy, product specialist or related investment role
FINRA Series 7 and 63 required, or willingness to obtain within six months of hire.
Demonstrated understanding of macroeconomic trends and global markets.
Strong knowledge of capital markets, fixed income instruments and portfolio construction principles.
Ability to translate complex investment concepts into clear, client-ready messaging.
Excellent written and verbal communication skills, with strong attention to detail.
Proven ability to build relationships and effectively collaborate across cross-functional teams
Highly organized with the ability to manage multiple priorities in a fast-paced environment.

Nice To Haves

advanced degree or CFA preferred (or progress towards designation) strongly preferred
experience supporting public and/or private fixed income strategies preferred
Experience with investment analysis tools such as Bloomberg, FactSet, or Morningstar preferred.
Willingness to travel approximately 25%.

Responsibilities

Act as in-house investment specialist conducting research and providing information regarding product positioning, market perspective, historical performance, attribution, competitive landscape, etc.
Prepare investment reports such as performance reporting, competitive analysis, benchmarking, and MPT statistics.
Provide support to field sales including attending client meetings and participating in calls with clients.
Design and deliver product training to internal departments. Sample training topics include product attributes, positioning, differentiation, portfolio updates, and market context.
Collaborate with various groups (portfolio managers, Sales, Marketing, Legal, etc.) to build and maintain consistent product messaging and positioning.
Coordinate with internal/external partners (Fund/Product Operations, Legal/Compliance, etc.) on initial product development and ongoing modifications.
Create and deliver value-added investment programs where appropriate (seminars, white papers, etc.).