Principal Business Analyst - Fixed Income Analytics CFA (Boston)

Confidential Company; Boston (MA); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Paid vacation

Paid holidays

Company benefits

Job summary

Confidential, a progressive investment management firm, seeks a Principal Business Analyst for Fixed Income Analytics CFA in Boston. The role focuses on instrument pricing, analytics, and performance attribution, working with quantitative researchers and investment teams.

The successful candidate will lead the Fixed Income Analytics platform, ensure data quality, and collaborate across technology to deliver robust analytics capabilities onsite in Boston, MA four days a week with Fridays from

Qualifications

• Expert in FIXED INCOME analytics and security-level analytics and calculations.
• Bachelor’s in Finance or Quantitative Analytics with CFA progress.
• 10+ years as a Business Systems Analyst in investment management.

Responsibilities

• Work on FIXED INCOME analytics including yield, duration, convexity, spreads/OAS, yield curve construction, and pricing models.
• Lead the Fixed Income Analytics platform with focus on instrument pricing, analytics, and attribution capabilities.
• Collaborate with quantitative research and investment teams to translate methodologies into requirements.
• Improve analytics data quality, model transparency, and system robustness.
• Collaborate with technology teams to deliver analytics features on time.

Skills

Fixed Income analytics

Security analytics

Instrument pricing

Performance attribution

Quantitative research

Lead analyst

Education

Bachelor's degree in Finance

CFA (or progress toward)

Quantitative Analytics

Tools

Bloomberg

FactSet

MSCI

Numerix

Calypso

FinCad

Job description

Principal BUSINESS Analyst – Fixed Income Analytics CFA (Boston)

• Fulltime role with Paid Vacation & Paid Holidays & Company Benefits – Onsite in Boston, MA

Confidential, super progressive INVESTMENT Management firm with offices in 15+ countries.

The firm’s flagship analytics platform supports instrument pricing, analytics computation, and performance attribution, and is central to the firm’s investment decision‑making and reporting processes. This is a Business Analyst role, so the strongest candidates probably have a Finance or Quantitative degree and a CFA.

Principal Business Analyst – Fixed Income Analytics will drive the evolution and support of the Security Analytics platform. This role requires a deep understanding of all asset classes, the principles of financial instrument pricing, analytics, and performance attribution, combined with proven analytical and communication abilities. The successful candidate will work closely with quantitative analysts, developers, and investment professionals to ensure the platform meets the evolving needs of the business, data quality standards, and industry‑best practices.

RESPONSIBILITIES

• Work on hardcore FIXED INCOME Analytics including concepts like yield, duration, convexity, spreads/OAS, YieldBook, yield curve construction, Hull-White and SABR calibration, OAS pricing, etc.
• Act as the Lead Business Analyst for the Fixed Income Analytics platform, with a focus on instrument pricing, analytics, and performance attribution capabilities.
• Partner with quantitative research and investment teams to understand pricing and attribution methodologies and translate them into functional and technical requirements.
• Lead initiatives to enhance analytics data quality, model transparency, and system robustness.
• Collaborate with technology teams to ensure timely and accurate delivery of analytics features and enhancements.

REQUIREMENTS

• Must be an expert working specifically with FIXED INCOME analytics. MUST HAVE hands‑on experience performing security-level analytics and calculations for fixed income securities, including concepts like yield, duration, convexity, spreads/OAS, YieldBook, yield curve construction, Hull-White and SABR calibration, OAS pricing, etc.
• This is a “Business” analyst role. Bachelor’s degree required with strong preference for degrees inFinance / Quantitative Analytics and a CFA (or progress toward one).
• Must have 10 or more years of experience as a Business Systems Analyst within a top financial investment management firm like Fidelity, State Street, Goldman, KKR, etc.
• Experience working with analytics and pricing vendors (e.g., Bloomberg, FactSet, MSCI).
• Exposure to vendor valuation libraries and applications (e.g., Numerix, Calypso, FinCad).
• Must have strong understanding and focus on security analytics, instrument pricing, or performance attribution.
• Must work onsite 4 days a week in Boston, MA (Fridays from home).