Asset & Wealth Management - New York - Vice President, External Product Specialists -9849489

Job Duties

• Conduct quantitative financial analyses and assess complex portfolio solutions to a diverse set of institutional clients.
• Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
• Advise clients on Securitized market updates and portfolio reviews; articulate latest market insights and investment strategies to clients.
• Conduct financial analysis on portfolios on a regular basis to optimize asset allocation for clients, ensure alignment with latest investment views and consistent with client objectives.
• Collaborate on trading activity relating to client funding, transfers, withdrawals, account changes.
• Advise clients on Securitized product offerings, including separate account solutions and mutual funds.

Job Requirements

• Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Accounting, Business: Accounting, or related field and five (5) years of experience in the job offered or in a related role.
• Prior experience must include five (5) years with: fixed income Securitized asset classes; institutional clients, including Bank Owned Life Insurance clients; manipulating large datasets including economics data, financial data, portfolio management data; fixed income and securitized bonds; securitized assets including mortgages, asset backed securities, and collateralized loan obligations; working with large data sets, data analysis, and data transformation; and portfolio construction – experience in portfolio construction to help build portfolios from bottom up and top down risks.

Pay

Salary Range: Annual base salary for this New York, New York-based position is $148,000 – $270,000.