Fixed Income Portfolio Analyst — Flexible Remote

Financeroles; Boston (MA); On-site; USD 80,000 - 150,000; Full time

Benefits offered by this job

retirement plan

health and wellbeing

dental

vision

pharmacy coverage

health savings account

flexible spending accounts and commut

employee assistance program

life and disability insurance

adoption assistance

back-up childcare

tuition/CFA reimbursement and paidtime

Job summary

Wellington Management in Boston seeks a Fixed Income Portfolio Analyst to work with the Global Credit team to implement investment strategies in client portfolios within a collaborative, global environment. You will rebalance portfolios, monitor positions and risk, and help improve investment processes.

A 3–5 year background in fixed income and Python skills are highly valued; undergraduate degree required, CFA progress encouraged.

Qualifications

• Minimum 3–5 years of relevant experience in fixed income as portfolio analyst, risk analyst, or similar.
• Demonstrated understanding of, and interest in, fixed-income investing.
• Strong analytical, a quantitative orientation, and detail-oriented mindset.
• Experience working with large, complex datasets, and performing analyses that influence decisions.
• Proficient programming skills in Python are preferred.
• Ability to initiate projects that improve implementation of strategies and trades.
• Ability to work well under pressure and prioritize tasks.
• Strong interpersonal skills to interact with investment and business professionals.
• Undergraduate degree required; postgraduate degree or CFA progress viewed favorably.

Responsibilities

• Interacting with portfolio managers, traders, and others to ensure timely execution of investment strategies across client portfolios.
• Rebalancing portfolios in response to investment strategies, cash flows, benchmark changes, market price movements and client guidelines.
• Monitoring positions and verifying transactions are consistent with client guidelines.
• Monitoring performance, risk exposures and key market sensitivities of positions in portfolios.
• Collaborating with various areas of the firm to improve investment processes and minimize operational risks.
• Maintaining and improving internal tools that support the Securitized Team's investing process.

Skills

Fixed income investing

Analytical skills

Interpersonal skills

Ability to work under pressure

Data analysis

Education

Bachelor's degree

Progress toward CFA or CFA

Tools

Python

Job description

Wellington Management in Boston seeks a Fixed Income Portfolio Analyst to work with the Global Credit team to implement investment strategies in client portfolios within a collaborative, global environment. You will rebalance portfolios, monitor positions and risk, and help improve investment processes.

A 3–5 year background in fixed income and Python skills are highly valued; undergraduate degree required, CFA progress encouraged.