Portfolio Analyst: Stable Value (Fixed Income)

Insight Investment; San Francisco (CA); Vor Ort; USD 95.000 - 110.000; Vollzeit

Zusammenfassung

Insight Investment in San Francisco seeks a Portfolio Analyst to support the stable value team. You will assist in portfolio construction, risk analysis, performance reporting and client communications.

This role offers growth, hands-on experience in fixed income investing, and cross-functional collaboration within a leading asset manager. The successful candidate will hold a Bachelor’s degree in business, finance, or economics, with strong Excel and analytical skills, and an interest in a

Qualifikationen

• Bachelor's degree in business, finance, economics or related field.
• Experience in fixed income, investment analysis or asset management.
• Foundational understanding of bond markets and rate dynamics.
• Strong analytical and quantitative skills.
• Excel and financial modelling proficiency; market data systems a plus.
• Excellent written and verbal communication.
• Detail-oriented with strong time management.
• Interest in a long-term investment management career.

Aufgaben

• Support Portfolio Managers in oversight and monitoring of stable value portfolios.
• Assist with portfolio construction, asset allocation analysis and liquidity monitoring.
• Help monitor portfolio risk metrics and ensure alignment with client guidelines.
• Track economic data and credit market developments; summarize insights.
• Develop and maintain financial models to forecast interest rate scenarios.
• Trade support, data integrity, and investment reporting processes.
• Collaborate on performance reports, attribution analysis and client materials.
• Prepare client and prospect presentations and investment commentary.
• Engage cross-functionally with relationship managers and operations.

Kenntnisse

Analytical skills

Excel

Financial modelling

Ausbildung

Bachelor's degree in business/finance/economics

Tools

Market data systems

Jobbeschreibung

Insight Investment in San Francisco seeks a Portfolio Analyst to support the stable value team. You will assist in portfolio construction, risk analysis, performance reporting and client communications.

This role offers growth, hands-on experience in fixed income investing, and cross-functional collaboration within a leading asset manager. The successful candidate will hold a Bachelor’s degree in business, finance, or economics, with strong Excel and analytical skills, and an interest in a