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Product Analyst at Western Asset – shape fixed‑income products with deep analytics and portfolio insights.
Hybrid role in Melbourne; requires Excel, Bloomberg, SQL, Python, and strong communication skills.
Western Asset Management focuses on supporting our clients’ financial goals and creating positive outcomes for all kinds of people. Primarily a globally integrated fixed‑income manager, we source ideas and investment solutions worldwide, with an emphasis on long‑term fundamental value investing, using multiple diversified strategies.
We are looking for a Product Analyst to join our Portfolio Management and Research team at Western Asset Management (WAM) in Melbourne. In this role, you will contribute meaningful insights that support investment solutions designed to improve long‑term outcomes for clients and communities. You will leverage your analytical skills to inform product decisions across our fixed‑income platform, while building expertise and experience to support future career growth in areas such as product, research, portfolio management, or trading. This role offers the opportunity to learn and grow within a highly entrepreneurial investment business.
Western Asset Management (WAM) is a wholly owned subsidiary of Franklin Templeton. Visit Global Asset Management | Western Asset to learn more who we are.
How you will add value?
Core Responsibilities:
- Partner with Portfolio Managers, Client Service Executives, and Product Specialists to deliver quantitative and analytical support to the Client Service and Marketing teams
- Analyze current and prospective portfolios and communicate investment strategy and drivers of relative performance
- Create portfolio reports and analysis for Client Service and Marketing communications
- Address quantitative and analytical requests from Client Service partners
- Deliver statistical data and analytical reporting for internal stakeholders
- Prepare recurring and ad hoc analyses to support Client Service and Marketing priorities
- Produce performance and risk reporting, including key metrics, for external communication
Strategic Responsibilities:
- Prepare monthly and quarterly, as well as other ad hoc market reports for client distribution
- Draft monthly commentaries and provide ongoing portfolio analytics
- Support new and existing business initiatives through request for proposal (RFP) responses and database queries
- Provide client and portfolio analytics to support Product Specialists
Teams & Collaboration:
- Support ad hoc projects and collaborate closely with cross‑functional partners
- Partner across departments to identify opportunities and resolve issues
- Develop internal and external publications, presentations, and reports
- Strengthen presentation skills to speak at small and medium‑sized conferences and forums
What Will Help You Be Successful in This Role?
Experience, Education & Certifications:
- Bachelor’s degree in a related field
- 5+ years of relevant experience in asset management is an advantage
- Chartered Financial Analyst (CFA) Level I completed (minimum); progress toward the CFA designation preferred
- Strong knowledge of or interest in fixed‑income markets and instruments
Technical Skills:
- Proficiency in Microsoft Office; strong Excel skills, including Visual Basic for Applications (VBA).
- High proficiency with Bloomberg functionality and analytics
- Working knowledge of Structured Query Language (SQL) and Python is a plus
Soft Skills:
- Strong conceptual, structural, and analytical skills
- Excellent written and verbal communication skills
- Ability to identify key issues in complex topics and articulate insights clearly
- Strong ability to prioritize tasks and manage multiple deadlines
- Collaborative team player who supports shared priorities
About Western Asset
At Western Asset we’re saying hello to the future. Committed to being the leading fixed‑income investment management firm in the world, we’re investing in new technologies, methodologies and markets. We’re also investing in our people. Our business is guided by a belief in doing the right thing: that if we treat our clients and colleagues with fairness and respect, success will follow. We’re building on our reputation and resources with an entrepreneurial approach that drives innovation. Every day is an opportunity for us to get better by making the most of the possibilities that our people and ideas can bring.
We believe an inclusive and respectful workplace promotes the formation of different ideas and viewpoints, enhances independent thinking, and helps create a work environment where the best ideas are identified and implemented. We are committed to unlocking the potential of our team by providing an inclusive and supportive environment that offers everyone the chance to grow personally, advance professionally, and participate fully in the Firm’s success.
EQUAL EMPLOYMENT OPPORTUNITY ("EEO")
Western Asset Management is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment 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, and/or any other characteristic protected by law.
Link to Equal Employment Opportunity Statement: https://westernasset.com/careers/careers-site/common/pdfs/EQUAL_EMPLOYMENT_OPPORTUNITY.pdf
Join our talent pool
We’re always on the look‑out for creative, curious, collaborative, and entrepreneurial individuals. Even if you don’t see any current opportunities that match your skills, we’d still like to hear from you. Sign up for our Talent Pool and we’ll get in touch when something suitable comes up.
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