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Fintech • Information Technology • Financial Services
Supports senior relationship managers and institutional clients by providing product expertise, market insights, client onboarding, analytics, reporting, meeting preparation, training support, and follow-up. Maintains client and marketing materials, assists with industry events, and collaborates with sales, marketing, product, and technology teams. Uses AI-enabled workflows to automate reporting, analyze accounts, generate insights, and improve dealer engagement. Develops expertise in corporate bond markets and electronic trading platforms.
Fintech • Information Technology • Financial Services
Support West Coast Sales and Senior Relationship Managers by providing client support, onboarding, analytics, reporting, and market/product knowledge for investment grade and high yield bonds. Assist with client materials, training, event logistics, and AI/data-driven automation to improve reporting and client engagement.
Fintech • Information Technology • Financial Services
Support product management for fixed-income trading solutions: own and prioritize backlog, write/refine user stories, collaborate with engineering/UX/QA, analyze user and market data, track product metrics, engage stakeholders and clients, and help identify and prioritize AI-driven product opportunities.
