Fixed Income Portfolio Analyst

Investor Strides LLC; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

A leading company in asset management is seeking a Fixed Income Portfolio Analyst to support their Financial Reserves Management Team in Boston. The role involves managing portfolios, monitoring risks, and collaborating with stakeholders to enhance processes. Candidates should have strong analytical skills and relevant experience in fixed income capital markets.

Qualifications

• Undergraduate degree with strong academic credentials required.
• Post-graduate degree or CFA/CAIA is favorable.
• 3-5 years of relevant experience in asset management.

Responsibilities

• Interact with Portfolio Managers and Traders to execute investment strategies.
• Rebalance portfolios based on strategies and market movements.
• Monitor performance and risk exposures of portfolio positions.

Skills

Analytical skills

Detail-oriented

Interpersonal skills

Programming in Python

Programming in Matlab/R

Education

Undergraduate degree

Post-graduate degree or relevant professional qualification (CFA/CAIA)

Job description

Job Listing Summary

Fixed Income Portfolio Analyst

Location: Boston, United States

Company: 10500 WMC Wellington Management Company LLP

Date Posted: September 20, 2024

Employment Type: Full-Time

Job Overview

Wellington Management is seeking a Fixed Income Portfolio Analyst to support the Financial Reserves Management (FRM) Team in portfolio management activities. Candidates with asset management experience are preferred, but other backgrounds will also be considered.

Key Responsibilities

• Interact closely with Portfolio Managers and Traders for timely execution of investment strategies.
• Rebalance portfolios based on investment strategies, cash flows, benchmark changes, and market movements.
• Monitor positions and ensure transactions align with client guidelines.
• Collaborate with various firm areas to enhance processes and reduce operational risks.
• Monitor performance, risk exposures, and market sensitivities of portfolio positions.

Qualifications

• Undergraduate degree with strong academic credentials required.
• Post-graduate degree or relevant professional qualification (e.g., CFA/CAIA) is favorable.
• 3-5 years of relevant professional experience in the asset management industry.
• Strong understanding and interest in fixed income capital markets.
• Advanced analytical skills and detail-oriented mindset.
• Proficient programming skills in Python or Matlab/R.
• Strong interpersonal skills and ability to work under pressure.