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Supports relationship managers and institutional clients by producing investment reports, portfolio review books, fixed income commentaries, customized analyses, and consultant questionnaires. Validates internal data, gathers information from investment and research teams, communicates complex investment details clearly, and improves reporting and client-service processes. The role requires strong analytical, writing, organizational, and communication skills, familiarity with domestic and foreign fixed income securities, and the ability to manage deadline-driven deliverables.

The Mortgage Trader will trade and manage Agency MBS specified pools, TBAs, and CMOs; evaluate mortgage markets, prepayment dynamics, liquidity, volatility, and relative value; develop investment ideas; support portfolio construction and risk management; and maintain broker-dealer relationships. The role collaborates with portfolio managers and structured finance teams and includes regular travel to Boston, New York, and industry conferences.

Conduct fundamental equity research for small- and mid-cap growth strategies, generate and evaluate stock ideas, build detailed financial models, monitor portfolio holdings, and communicate investment theses to portfolio managers. The role requires collaboration with research providers, disciplined stock selection, strong market awareness, and the ability to contribute in a fast-paced, high-volume investment environment.