Fixed Income Investment Strategist
New York City, NY - USA
Job Summary
We are seeking a highly analytical and market-focused Fixed Income Investment Strategist & Researcher to support investment decision-making through macroeconomic analysis fixed income market research portfolio strategy development and quantitative insights. This role bridges investment research and portfolio strategy by identifying market opportunities evaluating risks and developing actionable investment recommendations across global fixed income markets.
The ideal candidate has a strong understanding of interest rate markets credit analysis macroeconomics and fixed income portfolio construction along with the ability to communicate complex investment ideas to portfolio managers clients and senior leadership.
- Develop and communicate fixed income investment strategies across government bonds corporate credit securitized products municipals and emerging market debt.
- Monitor global macroeconomic trends central bank policy inflation labor markets and geopolitical developments to assess their impact on fixed income markets.
- Generate tactical and strategic investment recommendations based on market valuations economic outlooks and relative value opportunities.
- Support portfolio positioning with duration yield curve sector allocation and credit allocation recommendations.
- Conduct in-depth research on interest rates credit markets yield curves inflation expectations and liquidity conditions.
- Analyze fixed income sectors using fundamental quantitative and macroeconomic research methods.
- Develop proprietary research reports market commentaries and investment outlook publications.
- Evaluate historical market performance and identify emerging investment themes.
- Build and maintain financial models for scenario analysis stress testing and risk assessment.
- Analyze portfolio exposures duration convexity spread risk and factor sensitivities.
- Utilize statistical and quantitative techniques to evaluate market trends and investment opportunities.
- Support performance attribution and risk analytics.
- Collaborate with portfolio managers to implement investment views and evaluate portfolio positioning.
- Assist in portfolio construction and optimization using risk-return analysis.
- Monitor portfolio performance relative to benchmarks and investment objectives.
- Identify opportunities for portfolio enhancement while maintaining risk discipline.
- Prepare investment presentations research publications and client-facing materials.
- Present investment views to internal investment committees and external clients.
- Explain complex market developments in a clear and actionable manner.
- Contribute to thought leadership initiatives and market commentary.
- Partner with economists credit analysts quantitative researchers traders and risk management teams.
- Support product development for fixed income investment solutions.
- Maintain awareness of regulatory developments affecting fixed income markets.
- Bachelors degree in Finance Economics Mathematics Statistics or a related quantitative field.
- Masters degree or MBA preferred.
- CFA designation or progress toward the CFA charter is highly desirable.
- 5 years of experience in fixed income research investment strategy portfolio management or capital markets.
- Strong knowledge of:
- Interest rate markets
- Credit markets
- Fixed income securities and derivatives
- Yield curve analysis
- Duration and convexity
- Portfolio risk management
- Macroeconomic analysis
- Advanced proficiency in Excel and PowerPoint.
- Experience with Bloomberg Terminal FactSet ICE Data Services or similar market data platforms.
- Familiarity with Python R MATLAB SQL or other analytical programming languages is preferred.
- Experience with quantitative modeling and financial analytics tools.
- Strong analytical and critical thinking skills.
- Excellent written and verbal communication abilities.
- Ability to synthesize large volumes of market data into actionable insights.
- High attention to detail and intellectual curiosity.
- Strong presentation and storytelling skills.
- Ability to work effectively in a collaborative fast-paced investment environment.
- Sound judgment and disciplined decision-making.
- Experience covering global fixed income markets.
- Knowledge of ESG integration within fixed income investing.
- Familiarity with multi-asset investment strategies.
- Experience supporting institutional investors asset managers insurance companies pension funds or wealth management organizations.
Success in this role will be measured by:
- Quality and impact of investment recommendations.
- Accuracy and timeliness of market research.
- Contribution to portfolio performance and investment decision-making.
- Effectiveness of communication with investment teams and clients.
- Development of innovative research methodologies and strategic insights.
- Collaboration across investment research and risk management functions.
What we offer you
- Salary range: $248000 - $322000 / year plus eligible for annual bonus.
- Transparent compensation schemes and comprehensive employee benefits tailored to your location ensuring your financial security health and overall wellbeing.
- Flexible working arrangements advanced technology and collaborative workspaces.
- A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results.
- A global network of talented colleagues who inspire support and share their expertise to innovate and deliver for our clients.
- Global Orientation program to kickstart your journey followed by access to our platform AI Learning Center LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development.
- Multi-directional career paths that offer professional growth and development through new challenges internal mobility and expanded roles.
- We actively nurture an environment that builds a sense of inclusion belonging and connection including eight Employee Resource Groups. All Abilities Asian Support Network Black Leadership Network Climate Action Network Hola! MSCI Pride & Allies Women in Tech and Womens Leadership Forum.
At MSCI we are passionate about what we do and we are inspired by our vision to power better decisions. Youll be part of an industry-leading network of creative curious and entrepreneurial pioneers. This is a space where you can challenge yourself set new standards and perform beyond expectations for yourself our clients and our industry.
MSCI strengthens global markets by connecting participants across the financial ecosystem with a common language. Our research-based data analytics and indexes supported by advanced technology set standards for global investors and help our clients understand risks and opportunities so they can make better decisions and unlock innovation. We serve asset managers and owners private-market sponsors and investors hedge funds wealth managers banks insurers and corporates.
MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex gender gender identity sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy (including unlawful discrimination on the basis of a legally protected parental leave) veteran status or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process please email and indicate the specifics of the assistance needed. Please note this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries.
To all recruitment agencies
MSCI does not accept unsolicited CVs/Resumes. Please do not forward CVs/Resumes to any MSCI employee location or website. MSCI is not responsible for any fees related to unsolicited CVs/Resumes.
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About Company
We offer data, analytics and technology designed to help you meet private asset, wealth management, sustainability, index and risk management goals.