Investment Analyst - Fixed Income & Multi-Asset

Investor Strides LLC; Pennsylvania; Remote; USD 80,000 - 150,000; Full time

Job summary

A leading investment firm is seeking an Investment Analyst specializing in Fixed Income and Multi-Asset strategies. The role involves conducting due diligence, analyzing trends, and collaborating on product development. Applicants should have a strong background in finance or economics, with excellent quantitative and communication skills. This position offers a competitive salary and the opportunity to work in a dynamic environment.

Qualifications

• Prior experience in fixed income analysis/trading or product management preferred.
• Strong quantitative/technical skills, particularly with Excel.

Responsibilities

• Act as a subject matter expert for mutual funds/ETFs.
• Conduct due diligence on investment performance and risk.
• Perform thorough portfolio analysis using various tools.

Skills

Quantitative Skills

Writing Skills

Presentation Skills

Organizational Skills

Relationship-Building Skills

Education

BA/BS in Finance, Economics, or Quantitative Discipline

Tools

Excel

Morningstar

Factset

Bloomberg

Lipper

Job description

Job Listing Summary

Investment Analyst - Fixed Income & Multi-Asset

Company: Hartford Fire Ins. Co

Location: Telecommute (Wayne, PA)

Employment Type: Full-Time

Date Posted: April 3, 2025

Key Responsibilities

• Act as a subject matter expert for a subset of mutual funds/ETFs within the Fixed Income and Multi-Asset line-up.
• Conduct due diligence and communicate findings regarding investment performance and risk to senior management and the Board of Directors.
• Analyze key trends within the asset class and positioning of competitors.
• Perform thorough portfolio analysis using tools like Morningstar, Factset, Bloomberg, and Lipper.
• Contribute to product development and management efforts across the Fixed Income and Multi-Asset suite.
• Assist with enhancements of investment tools and processes.
• Collaborate with the broader organization on product positioning, marketing content, and investment insights.

Qualifications

• BA/BS required; concentration in finance, economics, or quantitative discipline preferred.
• Prior experience in fixed income analysis/trading, product management, or fund evaluation/oversight is favorable.
• Strong quantitative/technical skills, particularly with Excel or other spreadsheet software.
• Knowledge of investment tools for performance analysis and portfolio analytics.
• Strong writing and presentation skills.
• Excellent organizational and relationship-building skills.
• Ability to take initiative and work independently as well as in a team environment.

Compensation

The annualized base pay range for this role is $80,000 - $150,000, with additional rewards including bonuses and long-term incentives.