Fixed Income Portfolio Analyst — Analytics & Systems

Andrews & Cole; Washington (Washington County); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Excellent work-life balance

Best-in-class benefits

Job summary

A prominent investment firm is seeking a Financial Analyst to support the management of their investment-grade fixed income portfolio. This role involves preparing portfolio reports, analyzing performance and risk metrics, and enhancing portfolio management systems. The ideal candidate will have 1-3 years of experience in investment management, strong Excel skills, and a desire to advance their career. This position offers a collaborative environment and opportunities for professional development.

Qualifications

• 1–3 years of experience in fixed income, investment management, or a related analytical role.
• Advanced proficiency in Excel, including financial modeling and data analysis.
• Experience with Bloomberg and portfolio management systems preferred.
• Strong interest in fixed income markets.
• Ability to manage multiple priorities in a deadline-driven environment.

Responsibilities

• Prepare and analyze portfolio reports, including performance and risk metrics.
• Monitor portfolio positioning, including duration and compliance with investment guidelines.
• Lead the upgrade of portfolio management systems and reporting infrastructure.
• Serve as the primary point of contact for data integrity and reporting processes.
• Support ad hoc analysis and projects for Portfolio Managers.

Skills

Financial modeling

Data analysis

Attention to detail

Analytical skills

Communication skills

Problem-solving

Education

Degree in finance, economics, mathematics, or related field

CFA designation or progress toward CFA

Tools

Bloomberg

Portfolio management systems

Excel

Job description

A prominent investment firm is seeking a Financial Analyst to support the management of their investment-grade fixed income portfolio. This role involves preparing portfolio reports, analyzing performance and risk metrics, and enhancing portfolio management systems. The ideal candidate will have 1-3 years of experience in investment management, strong Excel skills, and a desire to advance their career. This position offers a collaborative environment and opportunities for professional development.