**Responsibilities:** **Investment Strategy & Portfolio Leadership** + Contribute to the development and application of macro views across income-oriented and multi-asset portfolios + Collaborate with PMs, analysts, and traders on portfolio positioning, performance drivers, and construction techniques + Leverage tools and data to enhance investment insight, attribution analysis, and risk oversig **ht** **Advisor Engagement & Commercial Alignment** + Represent investment strategy across advisor and end client audiences - translating complex market views into clear, actionable messages + Partner with distribution to support key relationships and strengthen platform visibility through events, content and meetings + Gather field intelligence to inform investment views, product development, and distribution **Cross-Functional Collaboration & Leadership** + Coordinate closely with research, trading and operations to support consistency and alignment across the platform + Contribute to a collaborative and disciplined investment culture; support mentoring and knowledge sharing across the team + Partner with the Managing Director and senior leaders on planning, strategic initiatives, and growth opportunities **Key First-Year Objectives:** **1. Investment & Portfolio Integration** + Build deep familiarity with taxable corporate credit and dividend income strategies + Participate in model reviews, investment discussions and attribution analysis **2. Internal Alignment & Continued Process Optimization** + Gain fluency in asset allocation methodologies and execution workflows currently used by the team + Engage closely with portfolio managers, analysts, and trading desk to reinforce collaboration and support workflows **3. Advisor & Commercial Engagement** + Reconnect with key advisor and distribution partners (target 10+ meetings in 90 days) + Represent the team at client events, conferences, and strategic presentations (e.g., attend all key Raymond James conferences) **4. Strategic & Leadership Contribution** + Support long-term planning around product growth and team development + Actively contribute to culture, mentoring, and cross-functional initiatives (e.g., within Eagle, RJIM, and RJ more broadly)