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You will work closely with the Portfolio Managers, Client Services, Portfolio Analytics and Marketing and be involved in a range of strategic and tactical marketing initiatives across a variety of sales channels. Responsibilities would include:
Be the FI strategies expert, developing client reports and client portfolio review packs
Deliver on the monthly/quarterly client analytics reporting requirements inline with the IMA
Key contact for all data requests around portfolio exposures and statistics ensuring a response is delivered in an accurate and timely manner
Take a lead role in driving through change/enhancements to the report process
To be considered for this role you have a detailed understanding of Fixed Income strategies, have strong client reporting experience and have advanced Excel skills ideally VBA. You will be degree level educated or equivalent and be IMC/CFA qualified. Strong attention to detail and the ability to work in a deadline driven environment. You will have the ability to communicate effectively with internal counterparts and be a team player.
Internal Number: 6116924
About Mayford James
eFinancialCareers is a career site specializing in financial services.