Fixed Income Portfolio Analyst

TalentAlly; Boston (MA); On-site; USD 100,000 - 135,000; Full time

Job summary

A leading investment management firm in Boston is seeking a Fixed Income Portfolio Analyst to support investment strategies for institutional clients. The role involves portfolio analysis, trade execution, and leveraging programming skills to enhance processes, with a competitive salary between $100,000 and $135,000/year.

Qualifications

• Requires a Master's degree in a directly related analytical field.
• Two years of experience in fixed income business.
• Proficiency in quantitative analysis and programming.

Responsibilities

• Perform portfolio analysis to support investment strategies.
• Prepare trades to align portfolio exposures with targets.
• Monitor positions and prepare risk and performance reports.

Skills

Quantitative analysis

Numerical analysis

Risk management

Programming in Python

Programming in Java

SQL

VBA

Using Bloomberg platform

Education

Master's degree in Finance, Economics, Mathematics, or related field

Job description

2 days ago Be among the first 25 applicants

About Us

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About The Role

Company: Wellington Management Company LLP

Location: 280 Congress Street, Boston, MA 02210

Position Title: Fixed Income Portfolio Analyst

Job Description

Perform portfolio analysis to support the execution of investment strategies across institutional client portfolios. Interact closely with Portfolio Managers ('PMs'), Traders and Portfolio Analysts to ensure timely and accurate execution of investment strategies across portfolios as part of the Broad Markets Fixed Income Portfolio Management team. Convert PMs' investment ideas into executable trades for a defined set of portfolios considering multiple complex client restrictions and market specifics. Prepare trades to bring portfolio exposures back in line with targets using cash bonds and derivatives. Make PMs aware of dispersion from targets and recommend trades to bring back to target. Propose trades to rebalance portfolios in response to changes in investment strategies and cash flows. Monitor positions and verify that transactions are consistent with client guidelines. Support client onboarding and offboarding by identification of required operational steps and recommend trades to complete client transitions. Leverage Python, Java, SQL, and VBA to improve the implementation process and engage with IT in the development of customized analysis tools. Monitor performance, risk exposures, and key market sensitivities of positions in portfolios. Prepare risk and performance attribution reports across client portfolios for internal teams with appropriate market commentary. Communicate current portfolio positioning with the Investment Products and relationship teams. Position is fixed location based in Boston office; however, telecommuting from a home office may be permitted up to one (1) day per week.

Job Requirements

Requires a Master's degree (or foreign equivalent) in Finance, Economics, Mathematics, Financial Engineering, Quantitative and Computational Finance or a directly related analytical field plus two (2) years of experience as an Analyst or related occupation in the fixed income business.

Must have two (2) years of experience in each of the following (experience may be gained concurrently):

• Quantitative and numerical analysis in the context of fixed income sectors, investing, and risk
• Working with trading desk or portfolio managers to solve time-sensitive investment problems
• Initiation and oversight of projects that lead to improved risk management and operational aspects of fixed income portfolio management
• Programming in Python, Java, SQL, and VBA in the context of financial and asset management industry
• Using Bloomberg platform
• Preparing risk and performance reporting
  
  

40 hours/week, 9:00am-5:00pm. Salary: $100,000 - $135,000/year. (Multiple Positions Available)

Application Method: Apply online or Send resume to: [e-mail] (Req #92138)

Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail].

PDN-9f2e67d6-ecd5-493f-a3de-3a55b0a1264a

Seniority level

• Seniority level

  Entry level

Employment type

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