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 information
- Provide ad hoc analysis and responses for product and client queries
- Assist with competitive analysis using Morningstar and eVestment
- Write, 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 products
- Bachelor’s degree required, preferably in a finance related field. CFA or advanced degree a plus
- Strong math, data management, and quantitative skills
- Proficiency in Microsoft Office software, especially Excel and PowerPoint. Experience with Macros and VBA a plus
- Strong writing skills
- Ability to take initiative, work independently as well as part of a team
- Advanced proficiency in Microsoft Office software, especially Excel and PowerPoint. Experience with Macros and VBA a plus
- Must be detailed oriented and highly organized with the ability to meet deadlines
Preferred Qualifications
- Knowledge of Thomson Reuters Refinitiv Eikon
- Understanding of Credit and Emerging Markets Debt
- Experience with credit research and investing
Compensation
Schroders 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 are
Our 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.
About UsSkills Required
- Minimum 2 years of fixed income investment experience
- Bachelor's degree, preferably in finance or a related field
- Strong mathematics, data management, and quantitative skills
- Advanced proficiency in Microsoft Office, especially Excel and PowerPoint
- Strong writing skills
- Ability to take initiative and work independently and collaboratively
- Detail-oriented and highly organized, with ability to meet deadlines
- Knowledge of fixed income markets and products
- Experience with Excel macros and VBA
- CFA or advanced degree
- Knowledge of Thomson Reuters Refinitiv Eikon
- Understanding of Credit and Emerging Markets Debt
- Experience with credit research and investing
Schroders Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Schroders and has not been reviewed or approved by Schroders.
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Retirement Support — Retirement plans are described as mature and competitive, with strong employer-supported schemes in the UK and a well-regarded 401(k) offering in the U.S. Pensions and retirement savings stand out as a distinctive strength within the total rewards package.
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Leave & Time Off Breadth — Time off and flexibility are emphasized, with generous annual leave in some markets and volunteer days highlighted in the UK. Flexible/hybrid working is presented as standard, supporting practical use of time-off benefits.
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Parental & Family Support — Parental leave is highlighted as a strength, including enhanced policies in the UK and an increased paid leave period in the U.S. Family-supportive provisions are positioned as part of a broader wellbeing focus.
Schroders Insights
What We Do
As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £773.7 billion (€912.6 billion/$978.1 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 6,000+ people across six continents who focus on doing just this. We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over two centuries and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests. Source: Schroders, all data as at 30 June 2024. Disclaimer: Investing in securities is subject to risk. The value of investments can go down as well as up and is not guaranteed. Schroders will not make direct contact with you, via any social media platform or direct messaging service, to sell our products. If you think you have been a victim of a scam or have received unsolicited contact using the Schroders name or any associated names, and have any concerns, then please contact our Financial Crime Team using the details below: Telephone: +44(0)20 7658 4004 Email: [email protected] Schroder Investment Management Limited (Head Office): 1 London Wall Place, London EC2Y 5AU Tel: +44 (0)20 7658 6000 Schroder Fund Advisors LLC, Member FINRA, SIPC (US): 875 Third Avenue, New York, NY, 10022 Tel: +1 (800) 730-2932
