Portfolio Analyst (San Francisco)

Insight Investment; San Francisco, Northern (CA, KY); On-site; USD 95,000 - 110,000; Full time

Job summary

Insight Investment is seeking a Portfolio Analyst in San Francisco to support the stable value team. You will assist in portfolio construction, risk monitoring and performance analysis, contributing to client reporting and investment commentary.

The role provides a foundation in fixed income investing with exposure to strategy allocation, data management and cross-functional collaboration within a leading asset manager. A strong analytical background and Excel proficiency are essential.

Qualifications

• 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; detail-oriented and well organized.

Responsibilities

• Support Portfolio Managers in the oversight and monitoring of stable value (fixed income) portfolios.
• Assist with portfolio construction, asset allocation analysis and liquidity monitoring.
• Help monitor portfolio risk metrics and ensure alignment with client guidelines and objectives.
• Track economic data, interest rate trends and credit market developments, summarizing insights for the team.
• Develop and maintain financial models to forecast interest rate scenarios and evaluate their impact on portfolio valuations, duration and performance.
• Trade support, data integrity, market value data management and investment reporting processes.
• Collaborate in generating performance reports, attribution analysis and internal investment materials.
• Contribute to preparation of client presentations, prospect presentations and investment commentary materials.
• Engage cross-functionally with relationship managers, accounting/operations, product development and client service teams.

Skills

Analytical skills

Quantitative skills

Communication skills

Detail oriented

Time management

Education

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

Tools

Excel

Market data systems

Financial modeling tools

Job description

Role Overview:

Insight Investment is seeking a Portfolio Analyst to join its stable value investment team in San Francisco. This is an excellent opportunity for an individual who is looking to deepen their exposure to portfolio management, investment strategy, and institutional asset management - particularly in the 401k/defined contribution space.

The Portfolio Analyst will support Portfolio Managers in the construction, monitoring, and analysis of stable value (fixed income) portfolios. They will play an active role in strategy allocation, risk mitigation, performance analysis and data management, within a collaborative and intellectually rigorous investment environment.

Role Responsibilities:

• Support Portfolio Managers in the oversight and monitoring of stable value (fixed income) portfolios


• Assist with portfolio construction, asset allocation analysis and liquidity monitoring


• Help monitor portfolio risk metrics and ensure alignment with client guidelines and objectives


• Track economic data, interest rate trends and credit market developments, summarizing insights for the team


• Develop and maintain financial models to forecast interest rate scenarios and evaluate their impact on portfolio valuations, duration and performance


• Trade support, data integrity, market value data management and investment reporting processes


• Collaborate in generating performance reports, attribution analysis and internal investment materials


• Contribute to preparation of client presentations, prospect presentations and investment commentary materials


• Engage cross-functionally with relationship managers, accounting/operations, product development and client service teams

This role is designed to provide a strong foundation in portfolio management and stable value (fixed income) investing, with opportunities for growth and increasing responsibility over time.

Experience Required:

• 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 and desire to build a long-term career in investment management

Preferred Qualifications

• Previous experience supporting fixed income portfolio management


• Exposure to fixed income trading, portfolio reporting and data management

Insight is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief, sexual orientation or other factors protected by federal, state and/or local laws. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail]

Insight Investment is an equal opportunities employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, age, or any other status protected by law. Under California pay transparency law we are required to indicate the base salary range for this role of USD 95,000 - 110,000. Any offer of employment will be made based upon the specific skills and experience of the selected candidate and the base salary offered could be higher or lower than indicated.

About Insight Investment:

Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients' needs. Founded in 2002, Insight's collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency and absolute return capabilities. Insight has a global network of operations in the UK, Ireland, Germany, US, Japan and Australia. More information about Insight Investment can be found at: https://www.insightinvestment.com/corporate/