Senior Fixed Income BA — Municipal Bonds Analytics

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

Job summary

Robotics Technologies LLC is seeking a seasoned Business Analyst to support Fixed Income portfolio management in Tampa, FL. You will translate investment requirements into data specifications, business rules, and user stories, collaborating with PMs, data, and technology teams.

Ideal candidates have 8+ years in asset management, strong Fixed Income expertise (municipal bonds preferred), and solid SQL/data-analysis skills to validate data and calculations across portfolios.

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

Data analysis

Fixed Income

Portfolio analytics

Requirements gathering

Job description

Robotics Technologies LLC is seeking a seasoned Business Analyst to support Fixed Income portfolio management in Tampa, FL. You will translate investment requirements into data specifications, business rules, and user stories, collaborating with PMs, data, and technology teams.

Ideal candidates have 8+ years in asset management, strong Fixed Income expertise (municipal bonds preferred), and solid SQL/data-analysis skills to validate data and calculations across portfolios.