Job Description

Research and Analysis

• Conduct investment research on assigned investment portfolios, taking into account financial market conditions, competitor analysis, asset class characteristics, portfolio construction and positioning to support the needs of the portfolio manager or portfolio specialist. Research conducted by the portfolio analyst may also provide direct support for marketing, sales, and client service efforts.
• Creates custom analysis often under the direction of the portfolio specialist either to anticipate client concerns or to respond to client inquiries in a time sensitive environment on a global scale.
• Develop and maintain knowledge necessary to act as a subject matter resource on markets, portfolios, portfolio manager thinking and positioning, benchmarks, and peers. Subject matter knowledge is used to support existing strategies and may be used to support new product initiatives.
• Often in conjunction with Portfolio Specialist, creates quality and nuanced investment messaging to effectively communicate and position results of analysis and inform key stakeholders.
• Develop and deliver quarterly strategy updates often in conjunction with portfolio specialists to inform the enterprise of investment results and views on assigned strategies.
• Grow and maintain expertise on multiple investment data applications in order to extract investment data and conduct analysis.

Provide Leverage to Other Investment Professionals

• Support and in some cases represent portfolio managers and portfolio specialists in response to associate and client inquiries, including ad hoc and follow-up prospect, client, and consultant questions.
• Act as an investment resource for content creation including custom presentations, exhibits and analysis (i.e. mini kits, capital market decks, matrixes, new product collateral, etc.) used by Investment Management, portfolio specialists and the Business Units.
• Provides investment support for and sometimes represents investments perspective on sales and marketing collateral, this can include development, review and/or sign-off responsibilities.
• Depending on coverage area and business needs, may be asked to participate in internal training sessions and client calls as appropriate

Franchise and Asset Class Support

• Develop and maintain relationships necessary to navigate an often complex organizational structure and evolving regulatory environment in order to respond to client needs.
• Contribute to an informed sales group by providing general education, onboarding, one-on-one coaching and facilitating quarterly meetings with distribution associates.
• Educate and train diverse groups of TRP associates about assigned investment portfolios.
• Provide franchise support on RFPs as well as written commentaries on assigned investment strategies.
• Support the full sales cycle (obtaining consultant ratings, prospecting, sales meeting preparation, real-time sales and client service meeting follow-up, client retention inquiries)
• Responsible for helping raise and maintain brand awareness globally by working with Marketing, PR, Distribution and other enterprise groups.
• Assist in mentoring new and junior members of the team.

Preferred:

• Charter Financial Analyst Accreditation (CFA)

Required Knowledge, Skills, and Abilities

Academic excellence Minimum of 3 years Asset Management experience in a related field Charter Financial Analyst Accreditation (CFA) or currently working towards the CFA Solid understanding of Fixed Income Outstanding analytical skills, both quantitative and qualitative Experience with market data services (Bloomberg, Barclays POINT etc.) Advanced Excel skills Able to prioritize work and meet deadlines Self-motivated, enthusiastic, responsible, with excellent attention to detail Excellent written and verbal communication skills, with experience in communicating investment matters Strong interpersonal and people management skills Capable of building and maintaining strong relationships with Portfolio Managers, Portfolio Specialists, Distribution Associates, and other internal partners Working knowledge of Institutional and Intermediary Investors