Product Analyst

About the Company

Western Asset Management is a globally integrated fixed-income investment manager focused on helping clients reach their financial objectives and deliver better long-term results. The firm sources ideas and solutions across markets worldwide and is built around a diversified, long-term fundamental value approach. Western Asset Management is a wholly owned subsidiary of Franklin Templeton.

About the Role

Western Asset Management is hiring a Product Analyst to join the Portfolio Management and Research team in Melbourne. The position is centered on producing analysis and insights that help shape investment solutions for clients and communities. You will apply analytical thinking to support decisions across the firm’s fixed-income platform while developing experience that can lead to future opportunities in product, research, portfolio management, or trading.

Key Responsibilities

• Work alongside Portfolio Managers, Client Service Executives, and Product Specialists to provide quantitative and analytical support to client service and marketing functions.
• Review existing and prospective portfolios and explain the investment approach as well as the factors driving relative performance.
• Build portfolio reports and analytical materials for client-facing communications.
• Respond to quantitative and analytical enquiries from client service partners.
• Prepare statistical datasets and analytical reports for internal stakeholders.
• Develop recurring and one-off analysis to support client service and marketing initiatives.
• Generate performance and risk reports, including important metrics for external communication.
• Create monthly, quarterly, and other market updates for distribution to clients.
• Write monthly commentary and provide ongoing portfolio analysis.
• Support new and existing business efforts through RFP responses and database queries.
• Provide portfolio and client analytics to assist Product Specialists.
• Contribute to ad hoc projects and collaborate with cross-functional teams.
• Work across departments to spot opportunities and help resolve issues.
• Assist in preparing internal and external publications, presentations, and reports.
• Build confidence in presenting at small and medium-sized conferences and forums.

Required Profile

• Bachelor’s degree in a relevant discipline.
• At least 5 years of relevant asset management experience is beneficial.
• CFA Level I completion is required at minimum, with progress toward the full CFA designation preferred.
• Good understanding of fixed-income markets and instruments, or a strong interest in them.
• Strong command of Microsoft Office, especially advanced Excel usage including VBA.
• Very strong use of Bloomberg tools and analytics.
• Working knowledge of SQL and Python is considered an advantage.
• Strong conceptual, structured, and analytical thinking.
• Excellent written and spoken communication skills.
• Ability to isolate key points from complex matters and explain findings clearly.
• Strong organisational ability with the capacity to handle several deadlines at once.
• Collaborative mindset and willingness to support shared goals.

About the Workplace

Western Asset says it is investing in the future through new technologies, methodologies, and markets, while also investing in its people. The organisation is driven by a principle of doing the right thing and believes that fairness and respect for clients and colleagues help create success. It promotes an entrepreneurial environment that encourages innovation and continuous improvement.

Inclusion and Equal Opportunity

The company states that it values an inclusive and respectful workplace because diverse perspectives support better ideas, stronger independent thinking, and a more effective work environment. It is committed to helping employees grow personally and professionally while participating fully in the firm’s success. Western Asset Management is an equal opportunity employer and considers all qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition including pregnancy and related conditions, physical or mental disability, protected veteran status, or any other protected characteristic under law.

Additional Information

The organisation also invites interested people to join its talent pool. It welcomes creative, curious, collaborative, and entrepreneurial individuals, even if there is not an immediate opening that matches their background. Candidates may create a searchable profile and upload a resume in .rtf, .docx, .doc, .txt, or .pdf format, with file size up to 2MB.

No salary or stipend details were provided for this role.