Portfolio Analyst (Fintech)

TL;DR

Portfolio Analyst (Fintech): Analyzing portfolio performance, attribution, and risk metrics for fixed income strategies with an accent on data-driven insights and investment reporting. Focus on collaborating with portfolio managers and traders to enhance analytical tools and support complex investment decision-making processes.

Location: Must be based in Atlanta, Georgia. This role follows a hybrid workplace model requiring at least four days per week in the office.

Company

hirify.global is a leading independent global investment firm dedicated to providing a wide range of investment strategies and vehicles to clients worldwide.

What you will do

• Analyze and interpret performance attribution results for global fixed income portfolios.
• Evaluate portfolio, benchmark, and risk characteristics to identify key performance drivers.
• Partner with portfolio managers and traders to provide actionable analytical insights.
• Produce comprehensive portfolio analytics, including holdings, sector, and country exposure reports.
• Design and implement enhanced analytics and attribution tools to improve operational efficiency.
• Support ad hoc quantitative analysis and investment-related requests.

Requirements

• Bachelor's degree in Finance, Economics, Mathematics, or a related field.
• Demonstrated interest or experience in portfolio analytics, performance measurement, or investment research.
• Foundational knowledge of fixed income securities, derivative instruments, and risk concepts.
• Strong analytical, quantitative, and problem-solving skills.
• Ability to communicate complex findings to diverse stakeholders.
• Must be able to work from the Atlanta office four days per week.

Nice to have

• MBA degree.
• Experience with platforms like FactSet, Bloomberg, Eagle, or Barclays Point.
• Programming skills in VBA or R.
• Progress toward or completion of the CFA designation.

Culture & Benefits

• Comprehensive health and wellbeing benefits.
• 401(k) matching program (100% up to 6%).
• Flexible paid time off and parental leave benefits.
• Employee stock purchase plan.
• Collaborative environment focused on professional growth and development.