Fixed Income Product Associate

The company is seeking a Product Associate to assist with efforts on the Public Strategy Fixed Income product team. This position will work with and support the Product Strategy Group and the Fixed Income team covers our Multi-Sector and Credit Strategies. The Product Associate must build solid internal relationships and partnerships with Business Developments, Portfolio Managers, Account Associates and Account Managers across our Global Wealth Management and Institutional channels. This job will be based in Newport Beach.ResponsibilitiesSupport Product Strategists in delivering portfolio solutions for clientsLever the effectiveness of the Fixed Income Product Strategy team so that they can focus on strategy advice and implementation by supervising data/information coordination and analysisWork with the product strategy team to monitor and manage the project queue to help prioritize opportunities, follow up with AM’s to ensure continued connectivity and sustained involvement with clientsPerform detailed portfolio research and quantitative analysis with Excel,, Bloomberg, and Business QueryPerform risk management, attribution, market commentary, and other product analysis reports on a weekly/monthly/quarterly basis.Assist in the development of new products and fundsBe an internal resource for client servicing and marketing groups for municipal related questions and inquiries.Ad Hoc research projects related to the municipal bond marketMaintain marketing materials such as presentation books and other general education materialsAssist with RFPsQualifications1-2 years of Fixed Income experienceStrong mathematical and quantitative abilitiesStrong production and results orientationDemonstrate the ability to organize and communicate information effectively in writing and interpersonal communications.Well organized, high energy level/self-starter, must work well in a team environmentThe ability to work effectively and professionally with all levels of personnel both internally and externallyEnthusiasm for the financial markets and investment managementGood Fixed income and/or derivatives investment knowledge base requiredAdvanced knowledge of Excel and reasonable proficiency with Business Query, Bloomberg and other index provider systems (Yield Book, etc) preferredA major in Business/Finance, Economics, Mathematics, or Accounting preferred #J-18808-Ljbffr

Created: 2025-09-18