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Conducts fundamental credit research and analysis on fixed-income issuers, evaluating financial statements, cash flows, debt structures, industry risks, ratings, and market conditions. Maintains credit models, monitors portfolio risks, prepares issuer and market reports, presents recommendations to investment committees, and supports portfolio managers with credit strategy. Also assists with compliance, regulatory oversight, issuer due diligence, and risk-management documentation.

The Senior Portfolio Strategist oversees investment portfolios, forecasts long-term fixed-income market trends, and guides portfolio positioning and firm strategy. The role leads strategic research, product and service innovation, cross-functional initiatives, client relationships, and organizational change while ensuring consistency across portfolio management. Candidates need extensive fixed-income asset management experience, advanced analytical and financial modeling skills, strong leadership, strategic planning expertise, and the ability to communicate complex investment strategies.

Fosters new and existing client relationships for an asset management firm. Responsibilities include business development, territory planning, client presentations, industry events, proposal support, Salesforce opportunity tracking, objection handling, and client education. The role also mentors team members, manages complex client situations, and aligns company offerings with institutional client needs. It requires financial services experience, strong communication and analytical skills, and travel up to 30% of the time.

Supports fixed income investment operations across the trade lifecycle, including trade capture, settlement, reconciliations, cash management, client reporting, account onboarding, corporate actions, and data integrity reviews. Coordinates with custodians, brokers, vendors, counterparties, and internal teams to resolve operational issues and ensure timely, accurate processing. Maintains documentation, supports portfolio accounting, prepares reports, and contributes to process improvements and system enhancements.