Portfolio Analyst/Associate - SMA/Municipals
Core
Oversee fixed income portfolios, monitor risk exposures, and manage operational aspects for Tax-Exempt Municipal and Government Bonds.
Role type
Associate Portfolio Analyst (Fixed Income)
Builds
Separately Managed Accounts (SMA) and Municipal bond portfolios
Domain
Fixed Income / Municipal Bonds
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Fixed income analysis, Municipal bond market knowledge, Portfolio risk monitoring, Compliance guidelines adherence, Re-balancing coordination, Performance attribution analysis, Excel power user, Process optimization
Preferred skills
Python programming, Retail ladder strategies
Technologies
Proprietary risk systems, Excel, Python
Responsibilities
Monitor portfolio positions and products versus client guidelines, Coordinate with Portfolio Management on re-balancing, Utilize proprietary risk systems for monitoring portfolio exposures, Conduct performance and attribution analyses, Assist in account transitions and cash flow management, Respond to ad-hoc requests from the Portfolio Management team
Seniority
Junior, hands-on IC