Associate – Fundamental Fixed Income Product Strategy

BA/BS required; advanced degrees or certifications (e.g., CFA, CAIA, MBA) preferred.
4+ years of experience in asset management, preferably in a product, operations, or investment support role.
Strong quantitative and analytical skills with a high level of proficiency in Excel (e.g., pivot tables, lookups, macros).
Working knowledge of Python or other scripting languages for data automation and analysis.
Familiarity with fixed income markets and investment products, particularly leveraged finance, is a plus.
Exceptional attention to detail and organizational skills.
Strong written communication skills, especially in articulating technical investment concepts clearly and concisely.
Ability to manage multiple priorities in a deadline-driven environment.

Lead and coordinate responses to DDQs, RFIs, RFPs, and other client and consultant data requests with a focus on accuracy, consistency, and timeliness.
Maintain and update product data across internal databases and consultant platforms.
Develop and refine Excel-based tools and templates to streamline data collection, validation, and reporting.
Apply Python and other scripting tools to automate repetitive tasks and enhance data quality checks.
Collaborate with portfolio managers, compliance, and operations to source and verify investment data and narrative content.
Support the creation of product collateral including performance summaries, attribution analysis, and strategy overviews.
Conduct peer and industry analysis to benchmark product positioning and identify trends.
Ensure all materials meet regulatory, compliance, and brand standards.
Contribute to the continuous improvement of internal processes and documentation standards.

Advanced degrees or certifications (e.g., CFA, CAIA, MBA) preferred.
Familiarity with fixed income markets and investment products, particularly leveraged finance, is a plus.