Fixed Income Data & Portfolio Analyst (Hybrid)

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

Benefits offered by this job

Health and dental coverage

Employer-matched 401k

Tuition reimbursement

Parental leave

Hybrid work schedule

Job summary

GW&K Investment Management is seeking a Fixed Income Portfolio & Data Analyst to support municipal and taxable fixed income teams through attribution, positioning, and risk reporting. You will partner with portfolio managers, develop Bloomberg PORT views, and drive data workflows with BQL/BQuant.

The role sits in the Enterprise Data & Analytics team, handling weekly/monthly deliverables, ad hoc requests, and client-facing materials.

Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, Accounting, or a related field.
• 3–5 years of experience in fixed income analytics, portfolio analysis, or investment performance within asset management or financial services.
• Strong knowledge of fixed income concepts including yield curves, duration, convexity, spreads, credit, sector allocation, attribution.
• Proficiency with Bloomberg PORT Enterprise including experience with BQL and BQuant.
• Advanced Excel skills (formulas, pivot tables, data modeling, charting).
• Ability to analyze and clearly communicate attribution results to both technical and non-technical audiences.
• Strong analytical, problem-solving, and organizational skills; able to manage multiple deadlines in a fast-paced environment.
• Collaborative team player with experience working across investment, marketing, compliance, and client service teams.
• CFA charterholder or progress towards designation preferred.
• Experience with Python, VBA, SQL, Power BI, Power Automate, or similar tools preferred.
• Familiarity with generative AI tools for analytics or workflow enhancement.

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

Portfolio analysis

Data visualization

Communication skills

Advanced Excel

Education

Bachelor’s degree in Finance/Economics/Math/Accounting

Tools

Bloomberg PORT Enterprise

BQL

BQuant

Excel

Power BI

Power Automate

SQL

Python

VBA

Job description

GW&K Investment Management is seeking a Fixed Income Portfolio & Data Analyst to support municipal and taxable fixed income teams through attribution, positioning, and risk reporting. You will partner with portfolio managers, develop Bloomberg PORT views, and drive data workflows with BQL/BQuant.

The role sits in the Enterprise Data & Analytics team, handling weekly/monthly deliverables, ad hoc requests, and client-facing materials.