Portfolio Strategies Analyst – Fixed Income

Cantor Fitzgerald; Memphis (TN); On-site; USD 55,000 - 75,000; Full time

Job summary

Cantor Fitzgerald's Portfolio Strategies Group in Memphis, TN is seeking a junior-level analyst to gain a solid introduction to the fixed income business. You will load and maintain client investment portfolios, manage data used throughout the analytics process, and produce daily/weekly/monthly reporting, plus ad-hoc reports.

The role includes system testing/validation and exposure to how portfolio positioning connects to broader balance sheet strategy for depository clients.

Qualifications

• Broad understanding of economic theory and influences on fixed income valuations.
• Creative, forward-thinking.
• Ability to communicate and willingness to learn.
• Self-motivated, ability to handle multiple tasks simultaneously.

Responsibilities

• Load and maintain client investment portfolios.
• Manage data used in the analytics process.
• Produce daily/weekly/monthly reporting and ad-hoc reports.
• System testing and validation.
• Exposure to how portfolio positioning connects to balance sheet strategy for depository clients.

Skills

Fixed income concepts

Economic theory

Communication

Multitasking

Job description

Cantor Fitzgerald’s Financial Institutions Strategies group works closely with depository institutions, insurance companies, money managers and municipalities across the country.

The Portfolio Strategies Group, based in Memphis, TN, is searching for a junior-level analyst.

This entry-level position will provide a solid introduction to the fixed income business. Duties include loading and maintaining client investment portfolios, managing data that is incorporated throughout the analytics process and producing daily/weekly/monthly reporting in addition to ad-hoc report creation. Further duties include system testing and validation. Over time, the role also offers exposure to how portfolio positioning connects to broader balance sheet strategy for our depository clients.

This analyst position will be required to obtain securities industry licensing.

Qualifications

• Broad understanding of economic theory and influences on fixed income valuations
• Creative, forward-thinking
• Ability to communicate and willingness to learn
• Self-motivated, ability to handle multiple tasks simultaneously