Hybrid Fixed Income Portfolio Analyst - New York

Atlantic Group; New York (NY); Hybrid; USD 90,000 - 105,000; Full time

Job summary

A financial services firm is seeking a Portfolio Analyst (Fixed Income) in New York, NY. This hybrid role involves monitoring portfolio activity, managing cash flows, preparing client reporting, and conducting investment research. Candidates should possess a Bachelor's degree in Finance, Economics, or Accounting, and have 1-3 years of relevant experience in fixed income analytics. Strong technical skills with Bloomberg and advanced Excel are required, alongside a proactive and detail-oriented work ethic.

Qualifications

• 1-3 years of portfolio analytics, trading support, or fixed income experience within asset management, banking, or an investment firm.
• Strong understanding of fixed income markets, portfolio construction, and investment risk metrics.

Responsibilities

• Review portfolios to ensure alignment with investment guidelines.
• Manage daily cash activity and support rebalancing and transactions.
• Prepare performance reports and presentation materials for client reviews.
• Monitor holdings, run risk reports, and support portfolio decisions.
• Partner with trading, operations, compliance, and client service teams.

Skills

Detail-oriented

Analytical skills

Proactive

Intellectual curiosity

Education

Bachelor's degree in Finance, Economics, Accounting, or a related field

Tools

Bloomberg

Portfolio management systems

CRM platforms

Advanced Excel proficiency

Job description

A financial services firm is seeking a Portfolio Analyst (Fixed Income) in New York, NY. This hybrid role involves monitoring portfolio activity, managing cash flows, preparing client reporting, and conducting investment research. Candidates should possess a Bachelor's degree in Finance, Economics, or Accounting, and have 1-3 years of relevant experience in fixed income analytics. Strong technical skills with Bloomberg and advanced Excel are required, alongside a proactive and detail-oriented work ethic.