Data-Driven Fixed Income Portfolio Analyst

Jobtailor; Westfield Center (OH); On-site; USD 45,000 - 65,000; Full time

Job summary

Jobtailor is seeking an entry-level investment support analyst to assist portfolio teams by gathering market, sector, and security data. You will prepare basic analyses on issuer credit, equity, performance, and risk while updating models and reports to support decision making.

You will monitor market activity, maintain watch lists, and help with trade documentation and due diligence. Strong analytical skills and attention to detail are essential for success in this role.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or related field, or equivalent training/experience.
• 0-2 years of experience applying quantitative/qualitative financial concepts to data.

Responsibilities

• Assist with portfolio activities by gathering information on economics, sectors, assets, and managers.
• Prepare basic analyses including issuer, credit, equity, performance, risk, and valuation information.
• Monitor market activity, portfolio holdings, regulatory developments, and economic conditions.
• Update financial models, portfolio reports, watch lists, and analytical tools.
• Support portfolio construction, attribution, and planning by compiling data and reporting materials.
• Assist with trade support activities, documenting execution details under guidance.
• Support due diligence for investments by gathering information and documenting findings.
• Draft summaries, monthly results, sector reviews, and ad hoc reports for stakeholders.

Skills

Financial Modeling

Investment Analysis

Portfolio Management

Data Analysis

Due Diligence Support

Education

Bachelor's degree in Finance or related field

Tools

Analytical Tools

Financial Reports

Portfolio Reports

Watch Lists

Documentation Systems

Job description

Jobtailor is seeking an entry-level investment support analyst to assist portfolio teams by gathering market, sector, and security data. You will prepare basic analyses on issuer credit, equity, performance, and risk while updating models and reports to support decision making.

You will monitor market activity, maintain watch lists, and help with trade documentation and due diligence. Strong analytical skills and attention to detail are essential for success in this role.