Fixed Income Analytics & Reporting Specialist

Imea; Boston (MA); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid schedule

Health & dental care

Employer-matched 401k

Tuition reimbursement

Parental leave

Job summary

GW&K Investment Management in Boston is seeking a Fixed Income Portfolio & Data Analyst to support municipal and taxable fixed income teams through attribution, positioning, and risk reporting. As part of the Enterprise Data & Analytics team, you’ll bridge portfolio professionals with data infrastructure, manage weekly/monthly deliverables, and respond to ad-hoc requests.

The role offers a hybrid schedule with a base salary range of $90,000–$130,000 and potential discretionary bonus based on

Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, Accounting, or a related field.

Responsibilities

• Produce and maintain fixed income reporting (attribution, positioning, characteristics, and risk) on a recurring and ad hoc basis
• Develop and enhance Bloomberg PORT Enterprise views, groupings, and reports to support portfolio analysis and investment decisions
• Utilize BQL and BQuant to extract, analyze, and improve portfolio and market data workflows
• Act as the primary analytics partner to fixed income investment teams, delivering insights and addressing ad hoc requests
• Support creation and review of client-facing materials, including marketing content, factsheets, pitchbooks, RFPs, and DDQs
• Assist with custom analyses and deliverables for clients, including portfolio comparisons and investment illustrations
• Lead or contribute to initiatives that improve reporting efficiency, automation, and analytics capabilities (e.g., SQL, Power BI, Power Automate, generative AI tools)
• Ensure accuracy and integrity of portfolio, benchmark, performance, and attribution data across all outputs

Skills

Fixed income analytics

Bloomberg PORT Enterprise

BQL

BQuant

Advanced Excel

Python

SQL

Power BI

Power Automate

VBA

Generative AI tools

Communication of attribution results

Education

Bachelor’s degree in Finance, Economics, Mathematics, or related field

Tools

Bloomberg PORT Enterprise

Power BI

Power Automate

SQL

Python

VBA

Job description

GW&K Investment Management in Boston is seeking a Fixed Income Portfolio & Data Analyst to support municipal and taxable fixed income teams through attribution, positioning, and risk reporting. As part of the Enterprise Data & Analytics team, you’ll bridge portfolio professionals with data infrastructure, manage weekly/monthly deliverables, and respond to ad-hoc requests.

The role offers a hybrid schedule with a base salary range of $90,000–$130,000 and potential discretionary bonus based on