Coverage Analyst – Fixed Income Strategies

• Lead initial underwriting of assigned strategies, establishing a comprehensive baseline across philosophy, process, people, positioning, and performance.
• Define ongoing monitoring frameworks, including key metrics, dashboards, and reporting requirements, in partnership with Data, Analytics & Reporting.
   

Continuous Oversight & Monitoring

• Provide day‑to‑day oversight of assigned strategies across all 5P dimensions.
• Conduct regular performance, process, and positioning reviews; identify early warning signals and emerging risks.
• Engage with each investment team at least quarterly and lead structured follow‑ups with Asset Class Heads to ensure visibility, escalation, and alignment.
   

Continuous Improvement & Partnership

• Identify opportunities for process enhancement, risk mitigation, and competitive improvement.
• Engage investment teams constructively to support the evolution and strengthening of their strategies over time.
   

Commercial Intelligence & Competitive Positioning

• Develop deep understanding of peer groups, benchmarks, market dynamics, and client and consultant expectations.
• Deliver actionable commercial insights to investment teams and collaborate with Product Managers, Client Portfolio Managers, and Multi‑Manager Solutions (within appropriate information barriers).
   

Peer‑to‑Peer Investment Engagement

• Build trust‑based relationships with senior portfolio managers and investment professionals.
• Participate in substantive investment discussions and provide thoughtful, independent perspectives valued by investment teams.
   

Ambassador for the 5P Team

• Clearly articulate the mission, role, and value of the 5P Team across the organization.
• Advocate for the importance of rigorous, independent investment oversight in driving better outcomes for clients and the firm.
   

Client, Consultant & Business Support

• Support client‑facing teams with strategy‑level expertise for client inquiries, RFPs, due diligence, and competitive analysis.
• Represent the firm in meetings with clients, consultants, and platform buyers when required.
   

Cross‑Team Collaboration

• Partner closely with Portfolio Analytics & Research and Data, Analytics & Reporting to ensure aligned priorities, high‑quality insight generation, and effective oversight infrastructure.

To be successful in this role you will have...

• Experience in institutional investment management (e.g., portfolio management, investment research, risk, consulting, or manager research).
• Bachelor’s degree in Finance, Economics, or a related field; CFA strongly preferred.
• Proven ability to engage credibly with senior portfolio managers in peer‑to‑peer investment discussions.
• Strong foundation in portfolio theory, risk management, performance attribution, and competitive analysis.
• Excellent written and verbal communication skills.
• Strong judgment, professional ownership, and ability to manage multiple priorities independently.

It would be great if you also had...

• Familiarity with regulatory and compliance frameworks relevant to investment oversight.
• Proficiency with Aladdin, Bloomberg, FactSet, and institutional analytics platforms.

In-Office Collaboration
 

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.