Junior Securities Portfolio Analyst (Melville, NY)

BankUnited; Melville (NY); Hybrid; USD 80,000 - 95,000; Full time

Job summary

BankUnited is seeking a Junior Securities Portfolio Analyst to support the Chief Investment Office in monitoring and analyzing the fixed income portfolio. You will help create periodic reporting and perform quantitative analysis using modern data tools, collaborating with Investment, Credit, Operations and Technology teams.

The role emphasizes data-driven assessment, portfolio construction support, and compliance with AML guidelines; experience with Python, AWS, SQL, Bloomberg, and Tableau is

Qualifications

• Bachelor's degree in a quantitative field is required.
• 0-3 years work experience is expected.
• Experience with structured products is a plus.
• Experience with Python (NumPy, Pandas) is strongly preferred.

Responsibilities

• Build and maintain portfolio reports using Python, AWS, SQL, Bloomberg, CAS, Tableau, and Intex.
• Perform investment analysis, credit stress scenarios, and interest rate shocks on fixed income securities.
• Assist Portfolio Managers with quarterly securities valuation processes.
• Collaborate with Portfolio Managers on portfolio construction and performance assessment.
• Participate in special projects requiring quantitative analysis.
• Adhere to applicable laws and BankUnited policies, including AML provisions.

Skills

Python (NumPy, Pandas)

SQL

Bloomberg

Tableau

Intex

CAS

AWS

Excel

Education

Bachelor's Degree in Mathematics, Econometrics, Statistics, Quantitative Finance, Computer Science or related quantitative field

Tools

CAS

Intex

Bloomberg

Tableau

Job description

Job Summary

The Junior Securities Portfolio Analyst is part of a group that manages the fixed income securities portfolio for BankUnited. This position supports the Chief Investment Office in creating periodic reporting and quantitative analysis designed to monitor and analyze the performance of the Bank's investment portfolio. The role will work closely with the Investment Office and will also interact with the Credit, Operations, and Technology teams.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Build and maintain portfolio reports using database management and analytical tools including Python, AWS, SQL, Bloomberg, CAS, Tableau, and Intex
• Perform and document investment analysis, credit stress scenarios, and interest rate shocks on fixed income securities purchases and sales
• Assist Portfolio Managers in managing quarterly securities portfolio valuation process
• Work closely with Portfolio Managers on portfolio construction, investment strategy, and performance assessment utilizing data, statistical, and computational analysis
• Participate in special projects for Portfolio Managers which includes computational and quantitative analysis skills
• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.

QUALIFICATIONS

Education

• Bachelor's Degree in Mathematics, Econometrics, Statistics, Quantitative Finance, Computer Science or related quantitative field required

Experience

• 0-3 Years of work experience required
• Experience with structured products a strong plus
• Experience with CAS and or Intex a plus
• Experience working with data using Python (NumPy, Pandas, etc...) strongly preferred

Knowledge, Skills, and Abilities

• Strong quantitative skills
• Comfortable using Excel, Word, PowerPoint, etc Excel VBA experience preferred
• Familiarity with AWS Cloud Services, such as EC2, Lambda, Athena, Glue, and Redshift a plus

Additional Information

Candidates residing in locations within BankUnited's footprint may be given preference.

Pay Range Minimum

$80,000.00

Pay Range Maximum

$95,000.00

BankUnited is an Equal Opportunity Employer. BankUnited does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.