Senior Fixed Income Analyst - Municipal Bonds & Analytics

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

Job summary

Cloud Analytics Technologies, LLC in Tampa seeks an experienced Business Analyst to support Fixed Income portfolio management with emphasis on municipal bonds, data specifications, and business rules. You will translate requirements into functional specs and collaborate across investment, data, and technology teams.

The role requires 8+ years in asset management, strong SQL skills, and a solid understanding of portfolio analytics and data governance.

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 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

Fixed Income domain knowledge

SQL & data analysis

Stakeholder collaboration

Asset management experience

Requirements gathering

Job description

Cloud Analytics Technologies, LLC in Tampa seeks an experienced Business Analyst to support Fixed Income portfolio management with emphasis on municipal bonds, data specifications, and business rules. You will translate requirements into functional specs and collaborate across investment, data, and technology teams.

The role requires 8+ years in asset management, strong SQL skills, and a solid understanding of portfolio analytics and data governance.