Fixed Income Portfolio Analyst

Job Listing Summary

Fixed Income Portfolio Analyst

Location: Boston, United States

Company: Wellington Management Company LLP

Employment Type: Full-Time

Role Overview

The Fixed Income Portfolio Analyst will work with the Securitized Team to implement investment strategies in client portfolios, focusing on various fixed-income securities.

Key Responsibilities

• Interact closely with portfolio managers, traders, and others to ensure timely execution of investment strategies.
• Rebalance portfolios in response to investment strategies, cash flows, and market changes.
• Monitor positions and verify transactions against client guidelines.
• Monitor performance, risk exposures, and market sensitivities of portfolio positions.
• Collaborate with various areas to improve investment processes and minimize operational risks.
• Maintain and improve internal tools supporting the Securitized Team's investing process.

Required Experience

• 3-5 years of relevant professional experience in the securitized space as a portfolio analyst, risk analyst, or similar role.
• Strong understanding of fixed-income investing.
• Experience with large datasets and analysis influencing decision-making.
• Proficient programming skills in Python preferred.

Qualifications

• Undergraduate degree required; post-graduate degree or relevant professional qualification (e.g., CFA) is favorable.
• Strong analytical skills, detail-oriented mindset, and ability to work under pressure.
• Strong interpersonal skills for effective interaction with investment professionals.