at Schroders
Asset ManagementPosted 13 days ago
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**Investment Product Analyst** in NYC at Schroders, global investment manager. Prepare portfolio data for Credit & Emerging Markets Debt products, update client materials, and write commentaries. Requires 2+ years in fixed income, proficient in MS Office and VBA, strong math, data management, and writing skills. Ideal candidate has knowledge of Thomson Reuters Refinitiv Eikon, and understanding of Credit & Emerging Markets Debt. Salary range: $100,000 - $120,000. Diverse and inclusive culture. flexible work arrangements.
- Compensation
- $100,000 – $120,000 USD
- City
- New York City
- Country
- United States
Currency: $ (USD)
Full Job Description
Location: NEW YORK, NY, United States
About Schroders
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.
Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.
Position Overview
The Investment Product Analyst will work closely with the combined Credit and Emerging Markets Debt Product and Investment teams to deliver investment and product information to a range of internal and external clients. Excellent data management and technology skills are required, with attention to detail and the ability to meet deadlines. Knowledge of fixed income and equity markets is required.
Responsibilities
- Prepare and report portfolio characteristics, statistics, and other investment data primarily for Credit and Emerging Markets Debt products to internal and external clients in a timely manner. Accounts include segregated mandates, UCITS, US mutual funds, CITs and LPs.Update data for strategy and fund presentations as well as client marketing material including fund fact sheets, sales aids and quarterly investment reports.Write product and client monthly and quarterly commentaries including market updates, attribution, positioning and outlook.Update consultant and client databases with product data and portfolio informationProvide ad hoc analysis and responses for product and client queriesAssist with competitive analysis using Morningstar and eVestmentWrite, update and maintain product language and data for products in the RFP databases and work with RFP and client portfolio managers to customize as needed.Develop comprehensive product knowledge on fixed income investments and all USFI and USMA products.Basic Qualifications
- Minimum 2 years fixed income investment experience, preferably at an asset management firm, investment consultant, firm, with basic knowledge of fixed income markets and productsBachelors degree required, preferably in a finance related field. CFA or advanced degree a plusStrong math, data management, and quantitative skillsProficiency in Microsoft Office software, especially Excel and PowerPoint. Experience with Macros and VBA a plusStrong writing skillsAbility to take initiative, work independently as well as part of a teamAdvanced proficiency in Microsoft Office software, especially Excel and PowerPoint. Experience with Macros and VBA a plusMust be detailed oriented and highly organized with the ability to meet deadlinesPreferred Qualifications
- Knowledge of Thomson Reuters Refinitiv EikonUnderstanding of Credit and Emerging Markets DebtExperience with credit research and investingCompensationSchroders offers a base salary in a range of $100,000 to $120,000 for this position.The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.We recognize potential, whoever you areOur purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunity employer. You are welcome here, regardless of your race, color, national origin, age, disability, sex, sexual orientation, gender identity, religious beliefs, socio-economic background, veteran status, or any other protected characteristic.We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.
Investment Product Analyst
Compensation
$100,000 – $120,000 USD
City: New York City
Country: United States
ExperiencedNo visa sponsorship**Investment Product Analyst** in NYC at Schroders, global investment manager. Prepare portfolio data for Credit & Emerging Markets Debt products, update client materials, and write commentaries. Requires 2+ years in fixed income, proficient in MS Office and VBA, strong math, data management, and writing skills. Ideal candidate has knowledge of Thomson Reuters Refinitiv Eikon, and understanding of Credit & Emerging Markets Debt. Salary range: $100,000 - $120,000. Diverse and inclusive culture. flexible work arrangements.
Full Job Description
Location: NEW YORK, NY, United States
About SchrodersSchroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.Position OverviewThe Investment Product Analyst will work closely with the combined Credit and Emerging Markets Debt Product and Investment teams to deliver investment and product information to a range of internal and external clients. Excellent data management and technology skills are required, with attention to detail and the ability to meet deadlines. Knowledge of fixed income and equity markets is required.Responsibilities- Prepare and report portfolio characteristics, statistics, and other investment data primarily for Credit and Emerging Markets Debt products to internal and external clients in a timely manner. Accounts include segregated mandates, UCITS, US mutual funds, CITs and LPs.Update data for strategy and fund presentations as well as client marketing material including fund fact sheets, sales aids and quarterly investment reports.Write product and client monthly and quarterly commentaries including market updates, attribution, positioning and outlook.Update consultant and client databases with product data and portfolio informationProvide ad hoc analysis and responses for product and client queriesAssist with competitive analysis using Morningstar and eVestmentWrite, update and maintain product language and data for products in the RFP databases and work with RFP and client portfolio managers to customize as needed.Develop comprehensive product knowledge on fixed income investments and all USFI and USMA products.Basic Qualifications
- Minimum 2 years fixed income investment experience, preferably at an asset management firm, investment consultant, firm, with basic knowledge of fixed income markets and productsBachelors degree required, preferably in a finance related field. CFA or advanced degree a plusStrong math, data management, and quantitative skillsProficiency in Microsoft Office software, especially Excel and PowerPoint. Experience with Macros and VBA a plusStrong writing skillsAbility to take initiative, work independently as well as part of a teamAdvanced proficiency in Microsoft Office software, especially Excel and PowerPoint. Experience with Macros and VBA a plusMust be detailed oriented and highly organized with the ability to meet deadlinesPreferred Qualifications
- Knowledge of Thomson Reuters Refinitiv EikonUnderstanding of Credit and Emerging Markets DebtExperience with credit research and investingCompensationSchroders offers a base salary in a range of $100,000 to $120,000 for this position.The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.We recognize potential, whoever you areOur purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunity employer. You are welcome here, regardless of your race, color, national origin, age, disability, sex, sexual orientation, gender identity, religious beliefs, socio-economic background, veteran status, or any other protected characteristic.We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.CareersResources
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