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16 часов назад

Portfolio Analyst, Fixed Income

90 000 - 130 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Portfolio Analyst, Fixed Income (Investment-Grade Debt): Analyzing fixed-income portfolios and developing institutional-level portfolio analysis, messaging, and content with an accent on portfolio construction, market conditions, benchmarks, peers, and investment positioning. Focus on validating AI-enabled analytical outputs, aggregating investment data, supporting portfolio managers and specialists, and preparing strategy updates, RFPs, and client materials.

Location: Baltimore, Maryland, United States; hybrid work with up to one day per week from home

Base salary: $90,000–$130,000 annually, depending on location, experience, and skills; discretionary bonus may apply.

Company

hirify.global 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

  • Analyze investment-grade debt portfolios, including market conditions, competitor positioning, asset class characteristics, portfolio construction, benchmarks, and peers.
  • Use AI-enabled analytics and automation to aggregate data, perform recurring analysis, identify comparisons, and generate initial analytical outputs.
  • Refine, validate, and quality-control analytical outputs and investment messaging for accuracy, consistency, and alignment with approved materials.
  • Build portfolio and investment-strategy knowledge through ongoing analysis, investment materials, and collaboration with portfolio managers, specialists, and senior analysts.
  • Support responses to client, consultant, and internal inquiries, as well as presentations, exhibits, quarterly strategy updates, RFPs, and written commentaries.
  • Contribute to education, onboarding, and training related to investment strategies, markets, and asset classes.

Requirements

  • Bachelor’s degree or equivalent experience.
  • At least 2 years of relevant work experience.
  • Strong analytical and communication skills.
  • Fixed-income investment experience and progress toward or completion of the CFA and/or a master’s degree are preferred.
  • Comfort with AI-enabled tools, automation, and analytics for efficient and responsible analytical and content-related work is preferred.
  • FINRA licenses are not required and will not be supported for this role.

Culture & Benefits

  • Hybrid work schedule.
  • Annual bonus eligibility and a retirement plan.
  • 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 focused on equal opportunity and fair treatment.

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