Junior Fixed Income Analyst – Credit Research & Analytics

PTMA Financial Solutions; Saint Louis Park (MN); On-site; USD 70,000 - 85,000; Full time

Job summary

PTMA Financial Solutions in Saint Louis Park, MN, seeks a Junior Fixed Income Analyst to support credit research and surveillance across assigned sectors, working closely with portfolio managers and the risk team.

You will conduct quantitative and fundamental analyses, prepare reports, monitor exposures, and assist with model maintenance and data integrity using Bloomberg, Clearwater Analytics, and PTMA databases.

Qualifications

• Bachelor's degree required, preferably in Finance, Economics, or Mathematics.
• 1 to 3 years of experience in the investment management or investment banking industry as an entry level fixed income trader or analyst.
• Proficient in Microsoft Word, PowerPoint, and Outlook.

Responsibilities

• Support the portfolio management team’s implementation of credit exposure into separately managed accounts. Conduct quantitative and fundamental analysis and relevant research to support the research process.
• Support portfolio managers and investment committee by performing quantitative/qualitative analyses, ratings assignments and reviews, relative value assessments, and providing appropriate profile updates and changes.
• Assist with written reports on earnings releases/other impactful updates and communicate findings and insights to the investment team for its inclusion in portfolio strategy and positioning.
• Ongoing monitoring of separately managed account exposures. Utilize various financial news and data sources, investment industry research and publications, and regulatory releases to analyze sector/credit trends.
• Maintain and support financial models, evaluate sector statistics, and provide peer analysis to support recommendations and anticipate potential changes to quality profiles.
• Support internal models and the methodology for systems utilized by the team in the credit research process. Identify opportunities for improved risk management across our disciplines.
• Proven quant skills. Prepare and develop reports to support the Portfolio Management Team and client reporting as needed or to be used as decision support for executive and client facing meetings.
• Collaborate and provide backup support to the Quantitative and Risk Analyst functions as needed
• Develop proficiency with key research and portfolio management tools, including Bloomberg, Clearwater Analytics, S&P, PTMA databases

Skills

Credit analysis

Quantitative analysis

Excel advanced

Python

Communication

Collaboration

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 Saint Louis Park, MN, seeks a Junior Fixed Income Analyst to support credit research and surveillance across assigned sectors, working closely with portfolio managers and the risk team.

You will conduct quantitative and fundamental analyses, prepare reports, monitor exposures, and assist with model maintenance and data integrity using Bloomberg, Clearwater Analytics, and PTMA databases.