Senior Fixed Income Business Analyst – Municipal Bonds

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

Job summary

Machine Learning Technologies, LLC is seeking a seasoned Business Analyst to support Fixed Income Portfolio Management with emphasis on Municipal Bonds. You will translate investment requirements into business rules, data specifications, and actionable user stories, collaborating with portfolio managers, data teams, and technology professionals.

The role requires 8+ years in asset management, strong Fixed Income knowledge, and solid SQL/data-analysis skills to validate data and calculations for

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

Business Analysis

Fixed Income

Data Analysis

SQL

Portfolio Management

Investment experience

Tools

SQL

Job description

Machine Learning Technologies, LLC is seeking a seasoned Business Analyst to support Fixed Income Portfolio Management with emphasis on Municipal Bonds. You will translate investment requirements into business rules, data specifications, and actionable user stories, collaborating with portfolio managers, data teams, and technology professionals.

The role requires 8+ years in asset management, strong Fixed Income knowledge, and solid SQL/data-analysis skills to validate data and calculations for