In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
As a Senior Portfolio Analyst on the Multi-Sector Bond team, you will contribute to the management of a wide range of fixed income investment strategies, including Strategic Income and Core Plus. Responsibilities include performing data analysis on performance, risk, market dynamics & opportunities, and portfolio construction.
What We're Looking For:
This role requires somebody who wants to go above and beyond, and thrives in a dynamic environment. You will work closely with several portfolio managers, traders, and research analysts on short-term and long-term projects to ensure superior performance for our clients. To be most successful, you will need to blend curiosity, flexibility, and precision
What you will do:
Manage fundamental aspects of portfolio monitoring, such as drivers of performance, reporting, and risk monitoring.
Work with a broad set of partners to ensure portfolios operate smoothly and within guidelines.
Contribute to building portfolios by working with data, creating operational processes, and evaluating investment ideas.
Develop monitors, reports, and presentations for portfolio management, internal partners, and clients.
Become knowledgeable & proficient in several data and investment systems, such as Bloomberg, Excel, and BlackRock Solutions.
What You'll Like About This Role:
Opportunity to gain in-depth exposure to fixed income investing.
Opportunities to collaborate with fundamental research analysts and portfolio managers across the organization to exchange ideas, communicate insights, and broaden your expertise
Making an impactful contribution to the success of the team and helping clients to achieve their investment goals
Structured mentoring and career progression
Competitive base salary plus an attractive yearly performance driven bonus
Access to robust healthcare coverage & retirement saving plan with a company match
An organization with steadfast commitment to diversity and inclusion
A working climate that values and supports different perspectives and culture
What Qualifications We Look For:
Bachelor's degree or equivalent
0-3 years experience
Strong interpersonal skills with the ability to interface with multiple teams and individuals at various levels.
Ability to combine superior problem-solving and analytical skills with effective communication of data-supported ideas.
Demonstrated interest in financial markets and concepts.
Technological aptitude with Microsoft Office, programming languages such as R or Python, and an ability to quickly learn specialized investment systems.
Proven intellectual curiosity
Attention to detail, accuracy, and timeliness, and a cooperative can-do attitude