16 часов назад
Portfolio Analyst, Fixed Income
90 000 - 130 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
Robinhood
4 дня назад
Finance & Strategy Senior Analyst (Fintech)
111 000 - 130 000$
14 часов назад
Portfolio Construction Analyst (Fixed Income & Portfolio Risk Analysis)
120 000 - 160 000$
3 часа назад
Investment Analyst Development Program (Fixed Income)
81 500 - 134 500$
2 дня назад
Research Analyst (Municipal Fixed Income)
115 000 - 140 000$
3 дня назад
Financial Analyst
100 000 - 125 000$
1 день назад
Fixed Income Portfolio Manager
137 400 - 233 600$