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Fixed Income Portfolio Analysis Analyst
Fixed Income Portfolio Analysis Analyst-May 2024
New York
May 3, 2025
About Fixed Income Portfolio Analysis Analyst

  As a Fixed Income Portfolio Analyst, you will join a team focused on fixed income portfolio construction and analysis. You will actively monitor portfolio risk metrics by producing reports and analyzing model scenarios, generate orders to express investment conviction, perform pre-trade portfolio analysis, and partner closely with investment professionals and traders to monitor real-time fixed income market activity. Additionally, you'll work closely with Portfolio Managers, Traders, Research Analysts, and Investment Operations teams to support new fixed income strategies and relationships.

  Primary responsibilities/essential functions:

  You have a bachelor's degree in a relevant field of study; CFA certification is a plus.You have 4+ years of experience in financial services, knowledge of fixed income instruments and investment vehicles, markets, and the investment process.You have a solid background in portfolio construction and ideally have experience in High Yield or Rates.You have a working knowledge of the fixed income trade flow and are interested in the operational aspects of supporting the Capital System.You're well-versed in Microsoft Excel and Bloomberg; familiarity with VBA, Aladdin, , and Python is a plus.You demonstrate strong nimble learning abilities and high attention to detail, work well with differing degrees of ambiguity, and are a driven, proactive problem solver.You take the time to create and maintain meaningful relationships. You're a generous collaborator. You've fine-tuned your communication style to influence a variety of personalities.You exercise good judgment and have a process for managing competing priorities and deadlines. You are comfortable when priorities shift, and you manage change with steadfast composure.

  Southern California Base Salary Range: $103,977-$166,363

  New York Base Salary Range: $110,221-$176,354

  In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

  You can learn more about our compensation and benefits here.

  We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

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