Portfolio Analyst

Jobtailor; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor in San Francisco seeks a dedicated investment support professional to assist in fixed income portfolio management, construction, and analytics. You will track market data, model rate scenarios, and help prepare reports and client materials.

The role emphasizes analytical rigor, Excel proficiency, and collaboration with cross-functional teams to support investment strategies.

Qualifications

• Bachelor’s degree in business, finance, economics, or related field.
• Experience in fixed income, investment analysis, trading support, research, or asset management.
• Foundational understanding of bond markets, interest rate dynamics, and economic market conditions.
• Strong analytical and quantitative skills.
• Proficiency in Excel and financial modeling.
• Familiarity with market data systems is a plus.
• Excellent written and verbal communication skills.
• Detail-oriented with strong organizational and time management abilities.
• Demonstrated interest in building a long-term career in investment management.
• Previous fixed income portfolio management experience preferred.
• Exposure to fixed income trading, portfolio reporting, and data management preferred.

Responsibilities

• Support Portfolio Managers in overseeing stable value portfolios
• Assist with portfolio construction, asset allocation analysis, and liquidity monitoring
• Monitor portfolio risk metrics and alignment with client guidelines
• Track economic data, interest rate trends, and credit market developments
• Develop and maintain financial models for interest rate scenarios and portfolio valuation
• Support trading, data integrity, market value data management, and investment reporting processes
• Generate performance reports, attribution analysis, and internal investment materials
• Prepare client and prospect presentations and investment commentary materials
• Collaborate with relationship managers, accounting/operations, product development, and client service teams

Skills

Fixed Income Portfolio Management

Financial Modeling

Analytical Skills

Excel Proficiency

Investment Analysis

Education

Bachelor’s degree in business, finance, economics, or related field

Tools

Market Data Systems

Job description

• Support Portfolio Managers in overseeing and monitoring stable value (fixed income) portfolios
• Assist with portfolio construction, asset allocation analysis, and liquidity monitoring
• Monitor portfolio risk metrics and alignment with client guidelines and objectives
• Track economic data, interest rate trends, and credit market developments and summarize insights
• Develop and maintain financial models for interest rate scenarios and portfolio valuation, duration, and performance analysis
• Support trading, data integrity, market value data management, and investment reporting processes
• Generate performance reports, attribution analysis, and internal investment materials
• Prepare client and prospect presentations and investment commentary materials
• Collaborate with relationship managers, accounting/operations, product development, and client service teams

Requirements

• Bachelor’s degree in business, finance, economics, or a related technical field
• Experience in fixed income, investment analysis, trading support, research, or asset management
• Foundational understanding of bond markets, interest rate dynamics, and economic market conditions
• Strong analytical and quantitative skills
• Proficiency in Excel and financial modeling
• Familiarity with market data systems is a plus
• Excellent written and verbal communication skills
• Detail-oriented with strong organizational and time management abilities
• Demonstrated interest in building a long-term career in investment management
• Previous fixed income portfolio management experience preferred
• Exposure to fixed income trading, portfolio reporting, and data management preferred

Core Competencies

Demonstrates expertise in fixed income portfolio management, including asset allocation analysis, risk monitoring, and financial modeling. Proficient in generating performance reports and collaborating with cross-functional teams to support investment strategies.

Highest-signal resume keywords

• Fixed Income Portfolio Management
• Financial Modeling
• Analytical Skills
• Excel Proficiency
• Investment Analysis

ATS Optimization Keywords

Hard Skills

• Portfolio Construction
• Asset Allocation Analysis
• Risk Metrics Monitoring
• Performance Reporting
• Attribution Analysis
• Market Value Data Management
• Liquidity Monitoring
• Bond Market Understanding
• Interest Rate Dynamics
• Economic Data Tracking

Soft Skills

• Excellent Communication Skills
• Detail-Oriented
• Organizational Skills
• Time Management Abilities

Industry Keywords

• Investment Management
• Fixed Income
• Trading Support
• Research
• Asset Management

Tools & Technologies

• Market Data Systems