Monitor portfolio positioning, performance, and risk exposures to ensure investment integrity.
Contribute to the development of new investment strategies and client solutions.
Conduct market research and competitive analysis to inform product strategy.
Evaluate product overlap, capacity trends, and pricing dynamics.
Prepare white papers and presentation materials to differentiate portfolios.
Participate in client, prospect, and consultant meetings to communicate investment philosophy and performance.
Collaborate with investment teams, the Client Group, and other functional areas.
Integrate AI tools into workflows to enhance efficiency and insight generation.
Support business management initiatives including risk oversight and internal issue resolution.
Represent the product team with professionalism and clarity in high-stakes environments.

5–7+ years of industry experience, preferably in a relevant capacity.
MBA and/or CFA preferred.
Familiarity with securitized products, including Agency MBS, RMBS, CMBS, ABS, and CLOs, is a meaningful advantage.
Advanced analytical skills with the ability to frame issues and draw insights.
Strong written, oral, and interpersonal communication skills.
Ability to communicate complex fixed income topics clearly and effectively.
Poise under pressure and strong presentation skills.
Creative problem-solving and a solutions-oriented mindset.
Strong business judgment and intellectual curiosity.
Ability to work independently and collaboratively.
Leadership skills, adaptability, and a proactive approach to execution.

health insurance
retirement plan
dental coverage
vision coverage
pharmacy coverage
health savings account
flexible spending accounts
employee assistance program
life insurance
disability insurance
adoption assistance
back-up childcare
tuition reimbursement
paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

Investment Specialist

Key skills