Fixed Income Investment Analyst — Hybrid Portfolio Support

Westfield; Westfield Center (OH); Hybrid; USD 55,000 - 85,000; Full time

Job summary

Westfield is seeking an Associate Investment Analyst to support fixed income, equity, and alternative investment activities. You will gather data, prepare basic analyses, and draft summaries for review by the investment team, under supervision, to support portfolio processes and decision making.

This hybrid role involves updating models, preparing routine reporting materials, and assisting with due diligence and trade support, while travelling occasionally for training and events.

Qualifications

• Bachelor's degree in finance or related field, or equivalent experience.
• 0-2 years of experience applying investment concepts to data, coursework, internships, or related work.
• Familiarity with fixed income, equities, or alternative investments is a plus.

Responsibilities

• Assists with portfolio activities by gathering economic, sector, sub-asset class, security, fund and manager information.
• Prepares basic analysis to support investment review activities and documents findings for review by the team.
• Monitors market activity, portfolio holdings, issuer news, credit spreads, and economic conditions; escalates notable observations.
• Updates and maintains financial models, portfolio reports, watch lists, and analytical tools.
• Supports portfolio construction, sub-asset class analysis, attribution and planning by compiling data and materials.
• Assists with trade support activities by preparing order information and coordinating required documentation.
• Supports due diligence for investments by gathering information and documenting findings.
• Drafts summaries, monthly results, sector reviews, and ad hoc reports for internal and external stakeholders.
• Identifies opportunities to improve documentation, data quality and reporting steps.
• Participates in team strategy discussions by providing data and analysis support.

Skills

Quantitative analysis

Data gathering

Report preparation

Communication

Education

Bachelor's degree in Finance / Economics / Accounting

Tools

Bloomberg

Microsoft Office

Job description

Westfield is seeking an Associate Investment Analyst to support fixed income, equity, and alternative investment activities. You will gather data, prepare basic analyses, and draft summaries for review by the investment team, under supervision, to support portfolio processes and decision making.

This hybrid role involves updating models, preparing routine reporting materials, and assisting with due diligence and trade support, while travelling occasionally for training and events.