Fixed Income Portfolio & Data Analyst

Imea; Boston (MA); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid schedule (4 days in-office, 1)

Discretionary bonus and/or commission

Comprehensive benefits (health/dental)

Employer 401k with match

Tuition reimbursement

Job summary

GW&K is seeking a Fixed Income Portfolio & Data Analyst in Boston to support municipal and taxable fixed income teams with attribution, positioning, and risk reporting. You will bridge analytics between investment professionals and our ED&A data infrastructure.

You’ll manage recurring weekly and monthly deliverables, respond to ad-hoc PM requests, and contribute to client materials, marketing content, and RFPs. The role is hybrid with a strong data/automation focus.

Qualifications

• Bachelor’s degree required.
• 3–5 years in fixed income analytics or performance.
• Strong knowledge of yield curves, duration, convexity, spreads.
• Proficiency with Bloomberg PORT Enterprise (BQL/BQuant).
• Advanced Excel and data modeling skills.

Responsibilities

• Produce and maintain fixed income reporting (attribution, positioning, characteristics, and risk).
• Develop and enhance Bloomberg PORT Enterprise views, groupings, and reports.
• Utilize BQL and BQuant to extract and analyze data workflows.
• Act as analytics partner to fixed income teams and respond to ad hoc requests.
• Support creation and review of client-facing materials (marketing content, factsheets, pitchbooks, RFPs, DDQs).
• Assist with client analyses including portfolio comparisons and illustrations.

Skills

Bloomberg PORT Enterprise

BQL

BQuant

Fixed income analytics

Excel advanced

Python

SQL

Power BI

Power Automate

VBA

CFA (progress towards)

Education

Bachelor’s degree in Finance, Economics, Mathematics, Accounting, or related field

Tools

Bloomberg PORT Enterprise

Power BI

Power Automate

SQL

Python

VBA

Job description

SUMMARY:

The Fixed Income Portfolio & Data Analyst supports the firm's Municipal and Taxable Fixed Income investment teams through strategy attribution, portfolio positioning and characteristics analysis, and risk controls reporting. As a member of the Enterprise Data & Analytics (ED&A) team, this role serves as the primary analytical bridge between the fixed income investment professionals and the firm's broader reporting and data infrastructure. The analyst will manage recurring weekly and monthly deliverables, respond to daily ad-hoc requests from portfolio managers, and support the broader ED&A team with custom client requests, marketing material production, and RFP/DDQ responses.

RESPONSIBILITIES:

• Produce and maintain fixed income reporting (attribution, positioning, characteristics, and risk) on a recurring and ad hoc basis
• Develop and enhance Bloomberg PORT Enterprise views, groupings, and reports to support portfolio analysis and investment decisions
• Utilize BQL and BQuant to extract, analyze, and improve portfolio and market data workflows
• Act as the primary analytics partner to fixed income investment teams, delivering insights and addressing ad hoc requests
• Support creation and review of client-facing materials, including marketing content, factsheets, pitchbooks, RFPs, and DDQs
• Assist with custom analyses and deliverables for clients, including portfolio comparisons and investment illustrations
• Lead or contribute to initiatives that improve reporting efficiency, automation, and analytics capabilities (e.g., SQL, Power BI, Power Automate, generative AI tools)
• Ensure accuracy and integrity of portfolio, benchmark, performance, and attribution data across all outputs

QUALIFICATIONS:

• Bachelor’s degree in Finance, Economics, Mathematics, Accounting, or a related field.
• 3-5 years of experience in fixed income analytics, portfolio analysis, or investment performance within asset management or financial services.
• Strong knowledge of fixed income concepts including yield curves, duration, convexity, spreads, credit, sector allocation, attribution.
• Proficiency with Bloomberg PORT Enterprise including experience with BQL and BQuant.
• Advanced Excel skills (formulas, pivot tables, data modeling, charting).
• Ability to analyze and clearly communicate attribution results to both technical and non-technical audiences.
• Strong analytical, problem-solving, and organizational skills; able to manage multiple deadlines in a fast-paced environment.
• Collaborative team player with experience working across investment, marketing, compliance, and client service teams.
• CFA charterholder or progress towards designation preferred.
• Experience with Python, VBA, SQL, Power BI, Power Automate, or similar tools preferred.
• Familiarity with generative AI tools for analytics or workflow enhancement.

This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote.

The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance.

Base Salary Range: $90,000-$130,000 USD

ABOUT GW&K

GW&K is a growing and dynamic investment management firm that is always looking for talented, hard-working, team-oriented individuals. We are interested in people that fit GW&K's unique and highly collaborative culture.

The people who work at GW&K are the backbone of our firm. Everything we do from our mission to help our clients achieve their investment objectives, to building and sustaining a diverse, equitable, and inclusive culture is achieved because of the dedicated, talented, collaborative people who work here.

GW&K provides comprehensive benefits that are designed to meet the long-term needs of our employees and their families. Along with competitive compensation packages, we offer health and dental care coverage, employer-matched 401k, tuition reimbursement, parental leave and a variety of other benefits that support a healthy work/life balance in a hybrid environment.

GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.

Tagged as: Hybrid