Fixed Income Portfolio Analyst — Stable Value Focus

Insight Investment; San Francisco, Northern (CA, KY); Hybrid; USD 95,000 - 110,000; Full time

Job summary

Insight Investment is seeking a Portfolio Analyst in San Francisco to support the stable value team. You will assist in portfolio construction, risk monitoring and performance analysis, contributing to client reporting and investment commentary.

The role provides a foundation in fixed income investing with exposure to strategy allocation, data management and cross-functional collaboration within a leading asset manager. A strong analytical background and Excel proficiency are essential.

Qualifications

• Bachelor's degree in business, finance, economics or a related technical field.
• Experience in fixed income, investment analysis, trading support, research or asset management.
• Foundational understanding of bond markets, interest rate dynamics and economic market conditions.
• Strong analytical and quantitative skills.
• Proficiency in Excel and financial modeling; familiarity with market data systems is a plus.
• Excellent written and verbal communication; detail-oriented and well organized.

Responsibilities

• Support Portfolio Managers in the oversight and monitoring of stable value (fixed income) portfolios.
• Assist with portfolio construction, asset allocation analysis and liquidity monitoring.
• Help monitor portfolio risk metrics and ensure alignment with client guidelines and objectives.
• Track economic data, interest rate trends and credit market developments, summarizing insights for the team.
• Develop and maintain financial models to forecast interest rate scenarios and evaluate their impact on portfolio valuations, duration and performance.
• Trade support, data integrity, market value data management and investment reporting processes.
• Collaborate in generating performance reports, attribution analysis and internal investment materials.
• Contribute to preparation of client presentations, prospect presentations and investment commentary materials.
• Engage cross-functionally with relationship managers, accounting/operations, product development and client service teams.

Skills

Analytical skills

Quantitative skills

Communication skills

Detail oriented

Time management

Education

Bachelor's degree in business, finance, economics or related field

Tools

Excel

Market data systems

Financial modeling tools

Job description

Insight Investment is seeking a Portfolio Analyst in San Francisco to support the stable value team. You will assist in portfolio construction, risk monitoring and performance analysis, contributing to client reporting and investment commentary.

The role provides a foundation in fixed income investing with exposure to strategy allocation, data management and cross-functional collaboration within a leading asset manager. A strong analytical background and Excel proficiency are essential.