Senior Fixed Income Analyst – Municipal Bonds

Quantum Technologies. LLC; Tampa (FL); On-site; USD 89,000 - 126,000; Full time

Job summary

Quantum Technologies. LLC is seeking a Business Analyst in Tampa, FL to support Fixed Income Portfolio Management with emphasis on Municipal Bonds, portfolio attributes, data, and investment rules.

This contract role (12 months + extension) requires 8+ years of BA experience in Asset Management, strong Fixed Income knowledge, and excellent SQL/data-analysis skills to translate requirements into functional specifications and data mappings.

Qualifications

• 8+ years of Business Analyst experience in Asset Management or Financial Services
• Strong Fixed Income domain knowledge, preferably Municipal Bonds
• Understanding of Fixed Income portfolio management and portfolio analytics
• Experience defining and validating financial attributes and calculation logic
• Strong understanding of portfolio, holdings, security master, benchmark, and market/reference data
• Strong SQL and data-analysis skills
• Experience working directly with Portfolio Managers or investment teams

Responsibilities

• Gather, document, and validate requirements from Portfolio Managers and investment teams
• Define security and portfolio-level attributes, calculations, and business rules
• Identify and document data points required by Portfolio Managers for investment analysis and decision-making
• Support Fixed Income portfolio analytics including yield, duration, spread, ratings, portfolio weights, sector/state exposure, and benchmark characteristics
• Translate portfolio-management requirements into functional specifications, data mappings, and user stories
• Analyze and validate investment data using SQL and data analysis
• Develop test scenarios, support UAT, and investigate data/calculation discrepancies
• Collaborate with investment, product, data, and technology teams

Skills

SQL

Fixed Income

Portfolio management

Data analysis

Job description

Quantum Technologies. LLC is seeking a Business Analyst in Tampa, FL to support Fixed Income Portfolio Management with emphasis on Municipal Bonds, portfolio attributes, data, and investment rules.

This contract role (12 months + extension) requires 8+ years of BA experience in Asset Management, strong Fixed Income knowledge, and excellent SQL/data-analysis skills to translate requirements into functional specifications and data mappings.