5 дней назад
Senior Portfolio Investment Analyst – Fixed Income
95 000 - 110 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Portfolio Investment Analyst – Fixed Income (Portfolio Management/Fixed Income): Supporting portfolio managers and traders with daily portfolio modeling, exposure monitoring, trade allocations, cash flow management, and order generation with an accent on fixed income portfolios, portfolio analytics, and hedging. Focus on coordinating portfolio transactions, determining interest rate and currency hedging information, and solving data-driven portfolio management problems.
Location: Baltimore, Maryland, United States; hybrid work schedule
Base salary: $95,000–$110,000 per year, depending on relevant experience and skills.
Company
is a global asset management organization providing equity, fixed income, and multi-asset investment solutions to individuals, advisors, institutions, and retirement plan sponsors.
What you will do
- Partner with portfolio managers on daily portfolio modeling, exposure monitoring, trade allocations, and cash flow management.
- Use internal portfolio management and trade modeling systems.
- Coordinate portfolio and security transactions with analysts, portfolio managers, traders, compliance, and legal teams.
- Monitor portfolio analytics and generate accurate orders throughout the trade cycle.
- Determine interest rate and currency hedging information and perform other daily portfolio management activities.
- Support the investment process and conduct ad hoc analysis related to investment strategies.
Requirements
- Bachelor’s degree in Business, Finance, Economics, Math, or an equivalent combination of education and relevant experience.
- At least 3 years of or related experience.
- Experience with equity or fixed income portfolios; fixed income experience is strongly preferred.
- Technology proficiency, a data-driven mindset, strong analytical and problem-solving skills, and the ability to process information and summarize conclusions clearly.
- Prioritization, planning, organizational, follow-through, written communication, and verbal communication skills.
- Project management experience.
Nice to have
- Progress toward an MBA, MS in Finance, or CFA designation.
- Knowledge of derivatives and multiple asset classes.
Culture & Benefits
- Hybrid work schedule with flexibility.
- Competitive compensation and annual bonus eligibility.
- Retirement plan and health and wellness benefits, including online therapy.
- Paid time off for vacation, illness, medical appointments, and volunteering.
- Family care resources, including fertility and adoption benefits.
- Inclusive workplace with equal opportunity and a collaborative culture.
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