The Fixed Income Portfolio Analyst plays a pivotal role in managing investment portfolios, assessing risk, and optimizing returns for our clients. This position requires a keen interest in financial markets, strong analytical skills, and the ability to communicate investment strategies effectively. The candidate could choose to remain as a career Portfolio Analyst, or view the role as a stepping stone to a Portfolio Manager position in the firm.
Responsibilities:
Portfolio Management: Support the fixed income team in the management of investment portfolios.
Research and Analysis: Conduct research and analysis on various asset classes and market trends to inform investment decisions.
Risk Assessment: Assess portfolio exposure to ensure alignment with investment objectives and risk tolerance.
Portfolio Analytics and Performance Monitoring: Monitor portfolio performance and conduct regular performance attribution analysis to evaluate the effectiveness of investment strategies.
Client Communication: Assist in the communication of investment strategies, performance updates, and market insights to clients.
Collaboration: Collaborate with internal teams, including portfolio managers, traders, operations, risk and legal & compliance officers, to implement investment strategies and ensure compliance with regulatory requirements.
Qualifications:
- Bachelor's degree in Finance, Economics, or related field.
- Proven experience (> 5 years) in portfolio management, investment analysis, or related roles within
- the financial services industry.
- Strong quantitative and analytical skills, with proficiency in financial modeling (Python ideally) and
- statistical analysis. Proficiency in Bloomberg.
- Ability to work effectively both independently and as part of a team in a fast-paced, dynamic
- environment.
- Strong attention to detail, organizational skills, and ability to prioritize tasks effectively.
