Fixed Income Research Analyst (Credit & Risk)

PTMA Financial Solutions; Saint Louis Park (MN); On-site; USD 80,000 - 95,000; Full time

Job summary

PTMA Financial Solutions in Minnesota is seeking an Analyst to support fixed income credit research and surveillance across assigned sectors, collaborating with portfolio managers and risk teams.

The role emphasizes quantitative and qualitative analysis, accurate reporting, and the preparation of profile updates used in portfolio strategy and client communications. Bachelor’s degree required; CFA/MBA progress preferred.

Qualifications

• Bachelor's degree in Finance, Economics, Mathematics, or related field.
• 1–3 years in investment management or investment banking as an entry level fixed income trader or analyst.
• Proficient in Microsoft Word, PowerPoint, and Outlook.

Responsibilities

• Support fixed income credit research and surveillance for assigned sectors.
• Assist with quantitative/qualitative analyses and ratings reviews.
• Prepare reports for portfolio management and client meetings.
• Ongoing monitoring of separately managed account exposures and sector/credit trends.
• Maintain financial models and provide peer analysis to support recommendations.
• Support internal models and risk management methodologies.
• Develop proficiency with research and portfolio management tools including Bloomberg and analytics tools.

Skills

Fixed income knowledge

Excel

Python

Data analysis

Communication

Collaboration

Attention to detail

Multitasking

Education

Bachelor's degree in Finance/Economics/Mathematics

CFA/MBA in progress

Tools

Bloomberg

Clearwater Analytics

S&P

PTMA databases

Job description

PTMA Financial Solutions in Minnesota is seeking an Analyst to support fixed income credit research and surveillance across assigned sectors, collaborating with portfolio managers and risk teams.

The role emphasizes quantitative and qualitative analysis, accurate reporting, and the preparation of profile updates used in portfolio strategy and client communications. Bachelor’s degree required; CFA/MBA progress preferred.