Senior Fixed Income Business Analyst — Municipal Bonds

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

Job summary

Valiant Technologies LLC is seeking a Business Analyst in Tampa, FL to support Fixed Income Portfolio Management with focus on municipal bonds, portfolio attributes, calculations, and investment data. The role collaborates with Portfolio Managers, data and technology teams to translate requirements into business rules and functional specifications.

The ideal candidate will gather requirements, define attributes, support analytics (yield/duration/spread), and help translate needs into data

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

Skills

Fixed Income domain knowledge

Portfolio analytics

SQL

Data analysis

Stakeholder collaboration

Requirements gathering

Tools

SQL

Job description

Valiant Technologies LLC is seeking a Business Analyst in Tampa, FL to support Fixed Income Portfolio Management with focus on municipal bonds, portfolio attributes, calculations, and investment data. The role collaborates with Portfolio Managers, data and technology teams to translate requirements into business rules and functional specifications.

The ideal candidate will gather requirements, define attributes, support analytics (yield/duration/spread), and help translate needs into data