Allocation & Portfolio Analytics Analyst

RocketFin Inc; New York (NY); On-site; USD 80,000 - 87,000; Full time

Job summary

A financial services firm in New York is seeking an Investment Allocation Analyst to manage the allocation of investments across various subsidiaries and product lines. The role requires strong analytical skills and experience with fixed income securities. Candidates should have a bachelor's degree and 2+ years of relevant work experience. Successful applicants will collaborate with asset managers and validate new system functionalities. The position offers a pay range of $80 - $87 USD.

Qualifications

• Familiarity with fixed income securities.
• Ability to work independently to meet deadlines.
• Able to prioritize multiple projects simultaneously.

Responsibilities

• Allocate newly purchased securities to subsidiaries and product lines.
• Coordinate allocations for upcoming purchases with asset managers.
• Share investment details with portfolio managers.

Skills

Analytical skills

Communication skills

Project management

Excel and VBA knowledge

Education

Bachelor’s degree or higher

Job description

A financial services firm in New York is seeking an Investment Allocation Analyst to manage the allocation of investments across various subsidiaries and product lines. The role requires strong analytical skills and experience with fixed income securities. Candidates should have a bachelor's degree and 2+ years of relevant work experience. Successful applicants will collaborate with asset managers and validate new system functionalities. The position offers a pay range of $80 - $87 USD.