Hybrid Fixed Income Portfolio & Data Analyst

Gwkinvest; Boston (MA); Hybrid; USD 110,000 - 140,000; Full time

Job summary

Gwkinvest in Boston is seeking a Fixed Income Portfolio & Data Analyst to support the Municipal and Taxable Fixed Income investment teams. The role involves managing regular reporting, responding to ad-hoc requests, and supporting analytical tasks related to portfolio positioning and risk controls. The ideal candidate has 3–5 years of experience in fixed income analytics and a bachelor's degree in a related field. The position offers a hybrid work schedule with a base salary range of $110,000–$140,000 USD.

Qualifications

• 3–5 years of experience in fixed income analytics, portfolio analysis, or investment performance.
• Strong knowledge of yield curves, duration, convexity, spreads, and attribution.
• CFA charterholder or progress towards designation preferred.

Responsibilities

• Produce and maintain fixed income reporting on a recurring and ad hoc basis.
• Develop Bloomberg PORT Enterprise views to support portfolio analysis.
• Act as the primary analytics partner to fixed income investment teams.

Skills

Fixed income analytics

Bloomberg PORT Enterprise

Advanced Excel skills

Analytical skills

Collaboration

Education

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

Tools

SQL

Power BI

Python

Job description

Gwkinvest in Boston is seeking a Fixed Income Portfolio & Data Analyst to support the Municipal and Taxable Fixed Income investment teams. The role involves managing regular reporting, responding to ad-hoc requests, and supporting analytical tasks related to portfolio positioning and risk controls. The ideal candidate has 3–5 years of experience in fixed income analytics and a bachelor's degree in a related field. The position offers a hybrid work schedule with a base salary range of $110,000–$140,000 USD.