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Portfolio Manager Representative
2 months ago
At Jigsaw Financial, we are seeking a highly skilled Investment Product Specialist to join our team. As a key member of our Fixed Income business, you will be responsible for leading our investment representative efforts and providing critical information to portfolio managers and internal stakeholders.
Key Responsibilities:
- Represent portfolio managers and provide information on investment processes and portfolios to internal and external stakeholders.
- Collaborate with internal colleagues to ensure they are up-to-date on fixed income markets and portfolios.
- Ensure the integrity of investment processes and risk management procedures.
- Contribute to portfolio analysis, communication, marketing, and investment initiatives.
- Work closely with Portfolio Management teams, Sales, and Relationship Management teams to drive business growth.
- Set client expectations and ensure the integrity of investments.
- Assist with product development and contribute to the growth of our Fixed Income business.
Requirements:
- Strong educational background and relevant experience in investment specialist/product-based roles.
- Minimum 5-10 years of experience in top-tier or mid-tier Asset Management.
- Proven expertise in Fixed Income markets and strong technical skills.
- Proficiency in Excel and PowerPoint.