Portfolio Analyst (Fixed Income)

Atlantic Group; New York (NY); Hybrid; USD 90,000 - 105,000; Full time

Job summary

A financial services firm is seeking a Portfolio Analyst (Fixed Income) in New York, NY. This hybrid role involves monitoring portfolio activity, managing cash flows, preparing client reporting, and conducting investment research. Candidates should possess a Bachelor's degree in Finance, Economics, or Accounting, and have 1-3 years of relevant experience in fixed income analytics. Strong technical skills with Bloomberg and advanced Excel are required, alongside a proactive and detail-oriented work ethic.

Qualifications

• 1-3 years of portfolio analytics, trading support, or fixed income experience within asset management, banking, or an investment firm.
• Strong understanding of fixed income markets, portfolio construction, and investment risk metrics.

Responsibilities

• Review portfolios to ensure alignment with investment guidelines.
• Manage daily cash activity and support rebalancing and transactions.
• Prepare performance reports and presentation materials for client reviews.
• Monitor holdings, run risk reports, and support portfolio decisions.
• Partner with trading, operations, compliance, and client service teams.

Skills

Detail-oriented

Analytical skills

Proactive

Intellectual curiosity

Education

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

Tools

Bloomberg

Portfolio management systems

CRM platforms

Advanced Excel proficiency

Job description

Job Overview – Portfolio Analyst (Fixed Income)

Compensation: $90,000 – $105,000/year + bonus
Location: New York, NY
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring a Portfolio Analyst (Fixed Income) in New York, NY for our client, supporting portfolio management, trading, and investment analytics across fixed income strategies. In this hybrid role, you will monitor portfolio activity, manage cash flows, prepare client reporting, and conduct investment research while leveraging Bloomberg, portfolio management systems, and advanced Excel to support investment decision‑making.

Responsibilities as the Portfolio Analyst (Fixed Income)

• Portfolio Monitoring & Analytics: Review portfolios to ensure alignment with investment guidelines and support portfolio adjustments.
• Cash Flow & Trade Support: Manage daily cash activity, submit trade tickets, and support rebalancing and transactions.
• Client Reporting: Prepare performance reports and presentation materials for client reviews and meetings.
• Research & Risk Analysis: Monitor holdings, run risk reports, and support portfolio positioning decisions.
• Operational Support: Partner with trading, operations, compliance, and client service teams to resolve issues and support accounts.

Qualifications for the Portfolio Analyst (Fixed Income)

• Education: Bachelor's degree in Finance, Economics, Accounting, or a related field required.
• Certification: FINRA Series 7 and 63 required, with Series 52 preferred.
• Experience: 1-3 years of portfolio analytics, trading support, or fixed income experience within asset management, banking, or an investment firm.
• Industry Knowledge: Strong understanding of fixed income markets, portfolio construction, performance reporting, and investment risk metrics.
• Technical Skills: Experience with Bloomberg, portfolio management systems, CRM platforms, and advanced Excel proficiency required.
• Skills & Attributes: Detail‑oriented and proactive professional with strong analytical skills, intellectual curiosity, and the ability to manage multiple priorities in a fast‑paced investment environment.

Application Notice

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.