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Portfolio Management Analyst - Investment Strategy
junior · Corporate Finance
Responsibilities
- Collect, produce and organize quantitative information necessary for portfolio decision-making using a variety of software tools including Blackrock’s Aladdin system, ClearWater Analytics, Bloomberg, Excel, and Power BI.
- Some projects will be recurring in nature and others will be designed to address specific circumstances that have arisen in the markets or in specific portfolios.
- Recurring projects will constitute a part of the responsibilities that analysts will be expected to complete without direction after initial training.
- Assist portfolio managers in modeling and analysis of historical, current and potential asset-liability risks such as duration, convexity, credit, reinvestment and liquidity within portfolios.
- Provide analytical support for projects such as benchmark construction, trade analysis, , evaluation of capital and yield positioning, and commentary on drivers of portfolio changes.
Qualifications
- 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
- Proficient in Excel
- Experience using Bloomberg, BlackRock Aladdin, and Clearwater Analytics
- Strong analytical skills with the ability to translate analysis into clear, actionable recommendations
Working Conditions
- Office Environment
- Occasional Travel <10%
- Internal travel as needed
This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.