Portfolio Analyst

• Support Portfolio Managers in overseeing and monitoring stable value (fixed income) portfolios
• Assist with portfolio construction, asset allocation analysis, and liquidity monitoring
• Monitor portfolio risk metrics and alignment with client guidelines and objectives
• Track economic data, interest rate trends, and credit market developments and summarize insights
• Develop and maintain financial models for interest rate scenarios and portfolio valuation, duration, and performance analysis
• Support trading, data integrity, market value data management, and investment reporting processes
• Generate performance reports, attribution analysis, and internal investment materials
• Prepare client and prospect presentations and investment commentary materials
• Collaborate with relationship managers, accounting/operations, product development, and client service teams

• Bachelor’s degree in business, finance, economics, or a related technical field
• Experience in fixed income, investment analysis, trading support, research, or asset management
• Foundational understanding of bond markets, interest rate dynamics, and economic market conditions
• Strong analytical and quantitative skills
• Proficiency in Excel and financial modeling
• Familiarity with market data systems is a plus
• Excellent written and verbal communication skills
• Detail-oriented with strong organizational and time management abilities
• Demonstrated interest in building a long-term career in investment management
• Previous fixed income portfolio management experience preferred
• Exposure to fixed income trading, portfolio reporting, and data management preferred

Demonstrates expertise in fixed income portfolio management, including asset allocation analysis, risk monitoring, and financial modeling. Proficient in generating performance reports and collaborating with cross-functional teams to support investment strategies.

• Fixed Income Portfolio Management
• Financial Modeling
• Analytical Skills
• Excel Proficiency
• Investment Analysis

• Portfolio Construction
• Asset Allocation Analysis
• Risk Metrics Monitoring
• Performance Reporting
• Attribution Analysis
• Market Value Data Management
• Liquidity Monitoring
• Bond Market Understanding
• Interest Rate Dynamics
• Economic Data Tracking

• Excellent Communication Skills
• Detail-Oriented
• Organizational Skills
• Time Management Abilities

• Investment Management
• Fixed Income
• Trading Support
• Research
• Asset Management

• Market Data Systems