Client Reporting & Analytics Analyst - Non-Investment Grade Fixed Income
Core
Compile portfolio and market-specific materials, including institutional client reporting and bespoke exhibits, for Non-Investment Grade and Insurance Fixed Income portfolios.
Role type
Client Reporting & Analytics Analyst
Builds
Monthly client reports, portfolio analysis, and data for institutional and sub-advised clients.
Domain
Fixed Income (High Yield, Senior Loan)
Deliverable
dashboards & analysis
Required skills
Fixed income portfolio analysis, Advanced Excel, PowerPoint, Formula-driven spreadsheets, Pivot tables, Macros, Data interpretation, Statistics
Preferred skills
CFA/FRM/CAIA certification, Blackrock Aladdin, Clearwater, Bloomberg
Responsibilities
Develop deep understanding of Non-Investment Grade fixed income strategies, Produce monthly client reports and data, Provide portfolio analysis for High Yield and Senior Loan portfolios, Serve as expert for data inquiries on portfolio exposures, Participate in firm-wide initiatives to enhance client service strategies, Maintain confidentiality with client information
Seniority
Junior to Mid-level, hands-on IC