Portfolio Analyst
Core
Analyze portfolio performance, attribution, and risk metrics for fixed income strategies (ETFs, retail, institutional) and deliver analytical insights to investment professionals.
Role type
Portfolio Analyst (Fixed Income)
Builds
Portfolio analytics and reporting, including holdings analysis, sector/country exposures, and valuation metrics.
Domain
Fixed Income Investment Management
Deliverable
dashboards & analysis
Required skills
Fixed income attribution methodologies, risk modeling, financial market knowledge, investment analytics platforms (FactSet, Bloomberg, Eagle, Barclays Point, StyleAdvisor), quantitative analysis, problem-solving
Preferred skills
MBA, CFA designation, programming (VBA, R), investment operations/accounting experience
Technologies
FactSet, Bloomberg, Eagle, Barclays Point, StyleAdvisor, VBA, R
Responsibilities
Analyze and interpret performance attribution results for global fixed income portfolios; Evaluate portfolio, benchmark, and risk characteristics to identify performance drivers; Partner with portfolio managers and stakeholders to address analytical needs; Produce portfolio analytics and reporting; Assist in designing and implementing enhanced analytics tools; Support ad hoc quantitative analysis; Maintain and support portfolio analytics platforms.
Seniority
Individual Contributor, Analyst level