13 дней назад
Portfolio Management Analyst - Investment Strategy
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Portfolio Management Analyst - Investment Strategy (Fixed Income): Providing analytical support for portfolio managers, business unit directors, and the Chief Investment Office with an accent on quantitative portfolio analysis, asset-liability risk modeling, and investment decision support. Focus on analyzing duration, convexity, credit, reinvestment, and liquidity risks, as well as constructing benchmarks, evaluating trades, and explaining portfolio changes.
Location: Cedar Rapids, Iowa, United States; office environment with occasional travel of less than 10%.
Company
is an international financial services company providing insurance, retirement, investment, and financial solutions.
What you will do
- Collect, produce, and organize quantitative information for portfolio decision-making using Aladdin, ClearWater Analytics, Bloomberg, Excel, and Power BI.
- Complete recurring analytical projects independently after initial training and support projects responding to market or portfolio-specific circumstances.
- Assist portfolio managers with historical, current, and potential asset-liability risk modeling and analysis.
- Analyze duration, convexity, credit, reinvestment, and liquidity risks within investment portfolios.
- Support benchmark construction, trade analysis, capital and yield positioning evaluation, and commentary on portfolio changes.
Requirements
- Bachelor’s degree in a quantitative discipline.
- 1–2 years of relevant experience in fixed income investment analytics, insurance investments, or institutional asset management.
- Experience in a front-office investment role at a bank, hedge fund, asset management firm, or insurance company.
- Proficiency in Excel and experience with Bloomberg, BlackRock Aladdin, and Clearwater Analytics.
- Strong analytical skills and the ability to translate analysis into clear, actionable recommendations.
- Ability to work in an office environment in Cedar Rapids, Iowa, with occasional internal travel.
Culture & Benefits
- Competitive pay and bonuses for eligible employees.
- Pension plan, 401(k) match, employee stock purchase plan, and tuition reimbursement.
- Medical, dental, vision, disability, and other insurance benefits.
- Paid time off starting at 160 hours annually in the first year and ten paid holidays per year.
- Career training and development opportunities, wellness programs, employee resource groups, and inclusion and diversity programs.
- Parental leave, adoption assistance, employee assistance, backup care, and volunteer PTO.
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