Investor Strides LLC
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.
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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.
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