Financial Analyst

Andrews & Cole; Washington (Washington County); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Excellent work-life balance

Best-in-class benefits

Job summary

A prominent investment firm is seeking a Financial Analyst to support the management of their investment-grade fixed income portfolio. This role involves preparing portfolio reports, analyzing performance and risk metrics, and enhancing portfolio management systems. The ideal candidate will have 1-3 years of experience in investment management, strong Excel skills, and a desire to advance their career. This position offers a collaborative environment and opportunities for professional development.

Qualifications

• 1–3 years of experience in fixed income, investment management, or a related analytical role.
• Advanced proficiency in Excel, including financial modeling and data analysis.
• Experience with Bloomberg and portfolio management systems preferred.
• Strong interest in fixed income markets.
• Ability to manage multiple priorities in a deadline-driven environment.

Responsibilities

• Prepare and analyze portfolio reports, including performance and risk metrics.
• Monitor portfolio positioning, including duration and compliance with investment guidelines.
• Lead the upgrade of portfolio management systems and reporting infrastructure.
• Serve as the primary point of contact for data integrity and reporting processes.
• Support ad hoc analysis and projects for Portfolio Managers.

Skills

Financial modeling

Data analysis

Attention to detail

Analytical skills

Communication skills

Problem-solving

Education

Degree in finance, economics, mathematics, or related field

CFA designation or progress toward CFA

Tools

Bloomberg

Portfolio management systems

Excel

Job description

Andrews & Cole is partnering with an investment firm that focuses on building real estate investments in underserved areas to grow their investment team. This is a great role with challenging, meaningful work plus opportunities to learn and grow. Excellent work-life balance and best-in-class benefits. The Financial Analyst will support the day-to-day management and oversight of the firm’s investment-grade fixed income portfolio, with a primary focus on portfolio analytics, reporting, and operational execution. This role will serve as a key resource to the Portfolio Management team, with significant responsibility for maintaining data integrity, enhancing analytical infrastructure, and primary responsibility for leading the effort to upgrade portfolio systems and reporting capabilities. The position is designed as a foundational role within the investment team, with the opportunity to develop toward increased investment responsibilities over time. The Financial Analyst will work closely with the Portfolio Managers and Senior Financial Analyst.

RESPONSIBILITES

• Prepare and analyze portfolio reports, including performance, attribution, and risk metrics
• Monitor portfolio positioning, including duration, cash balances, and compliance with investment guidelines
• Review trade, settlement, and valuation data to ensure accuracy and consistency across systems
• Lead the effort to evaluate, enhance, and upgrade portfolio management systems and reporting infrastructure
• Serve as the primary point of contact for portfolio systems, data integrity, and reporting processes
• Develop and maintain portfolio analytics, models, and reporting tools to improve investment team workflows
• Partner with operations, risk, and compliance teams to resolve data, reporting, and process-related issues
• Support ad hoc analysis and projects for Portfolio Managers and senior leadership

QUALIFICATIONS

• 1–3 years of experience in fixed income, investment management, or a related analytical role
• Advanced proficiency in Excel, including financial modeling and data analysis
• Experience with or exposure to Bloomberg and/or portfolio management systems preferred
• Strong interest in fixed income markets
• Demonstrated ability to work with large datasets and maintain high standards of data accuracy and integrity
• Strong analytical and problem-solving skills with exceptional attention to detail
• Ability to manage multiple priorities and operate effectively in a deadline-driven environment
• Strong interpersonal and communication skills; ability to work collaboratively across teams
• Self-starter with a proactive approach to identifying and improving processes and systems
• Degree in finance, economics, mathematics, or other related quantitative/analytical field from an accredited college or university.
• CFA designation or progress toward CFA designation is preferred. Candidates who do not hold the CFA designation will be expected to actively pursue it as a requirement of the role.