Investment Product Analyst
About Schroders
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms. Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.
About the role
The Investment Product Analyst will work closely with the combined Credit and Emerging Markets Debt Product and Investment teams to deliver investment and product information to a range of internal and external clients. Excellent data management and technology skills are required, with attention to detail and the ability to meet deadlines. Knowledge of fixed income and equity markets is required.
Responsibilities
- Prepare and report portfolio characteristics, statistics, and other investment data primarily for Credit and Emerging Markets Debt products to internal and external clients in a timely manner. Accounts include segregated mandates, UCITS, US mutual funds, CITs and LPs.
- Update data for strategy and fund presentations as well as client marketing material including fund fact sheets, sales aids and quarterly investment reports.
- Write product and client monthly and quarterly commentaries including market updates, attribution, positioning and outlook.
- Update consultant and client databases with product data and portfolio information
- Provide ad hoc analysis and responses for product and client queries
- Assist with competitive analysis using Morningstar and eVestment
- Write, update and maintain product language and data for products in the RFP databases and work with RFP and client portfolio managers to customize as needed.
- Develop comprehensive product knowledge on fixed income investments and all USFI and USMA products.