LDI Investment Product Analyst

Income Research + Management
Boston, MA Full Time
POSTED ON 7/19/2022 CLOSED ON 9/28/2022

Job Posting for LDI Investment Product Analyst at Income Research + Management

Income Research   Management 

Income Research Management is a Boston-based, privately owned, fixed income asset management firm. IR M delivers strong performance and consistent results through a rigorous, bottom-up security selection process and strives to provide best-in-class client service to our 700 institutional and private wealth clients.     

Founded in 1987 and located in the heart of Boston’s financial district, IR M employs 190  full time professionals and currently manages $95 Billion in assets. We offer industry-leading benefits, as well as a challenging, collegial, and rewarding workplace with high levels of employee engagement.   

In response to the ongoing global pandemic IR M’s workforce went fully remote in March 2020. As we return to the office, we are implementing a hybrid work model that will mix days with your team in the office and remote work, leveraging first class technology solutions.  

Job Description: 

Since our firm’s inception, we have worked with clients in various stages of LDI (Liability Driven Investing) implementation, including clients in earlier-stages, taking their first steps into duration extension, and those in later- stages, implementing fully-customized LDI solutions. Our bespoke LDI strategies evolve in response to the changing objectives, risk profile, and market and business circumstances of our clients. Throughout the journey, we will utilize several approaches within our LDI toolkit including key rate duration matching, full immunization, hedge ratio targeting, dynamic de-risking, and higher quality constraints within our security selection. We believe that our ability to partner with clients and their investment consultants proactively and effectively across all stages of the LDI implementation process has been the main driver of the growth of our LDI business. As of April 30, 2022, IR M had $25.2 billion in LDI assets under management.

The LDI Investment Product Analyst will join a dynamic Investment Product Management Team (I-PMT), which is responsible for the development and oversight of the firm’s product management and communication efforts.  The position reports to the Investment Product Specialist and, ultimately, Director of Investment Product Management, and offers regular interaction with Senior Management, Portfolio Managers, Client Portfolio Managers, and Analysts.  Additionally, the Investment Product Analyst will have exposure to all aspects of buy-side fixed income management with a focus on IR M’s LDI strategies.

Responsibilities:

  • Assist the LDI Team in creating custom solutions for various client situations
  • Work closely with Investment Team to create model portfolios, analyze asset/liability matching, perform scenario analysis
  • Serve as an internal resource for market and investment-related questions
  • Establish an understanding of portfolio positioning
  • Assist with performance attribution analysis and a variety of client/consultant data requests
  • Provide competitor intelligence on performance, risk analytics and pricing, and market trends
  • Develop communications collateral, including portfolio and market commentary, thought leadership, and other presentation and marketing materials
  • Establish strong working relationships with members of the Client Service and Investment Teams

Required Skills and Experience:

  • 4 years of experience in the investment management and/or actuarial industry, direct experience in LDI a plus
  • Solid understanding of fixed income markets
  • Experience working in a product, consultant, or client service capacity
  • Strong written and verbal communication, as well as analytical, skills
  • Strong project management and problem-solving skills
  • Ability to work well across teams and functions
  • Proficiency with Microsoft Excel and PowerPoint; familiarity with eVestment, Bloomberg, and Moody’s PFaroe considered a plus

Education Requirement:

  • Bachelor’s degree
  • CFA or progress towards CFA preferred
  • Completion or progress toward an FSA or ASA a plus
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