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Senior Portfolio Analyst, Fixed Income | London, UK | Hybrid

Mayford James

London

Hybrid

GBP 125,000 - 150,000

Full time

30+ days ago

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Job summary

An established industry player is seeking a Senior Portfolio Analyst to join their Fixed Income Team. In this dynamic role, you will analyze investment portfolios and develop institutional-level analysis to inform key stakeholders. Your expertise in asset management and strong understanding of fixed income will be crucial in providing outstanding client service and retaining assets. This innovative firm values your insights on ESG issues and offers a hybrid working environment, allowing you to thrive while contributing to impactful investment strategies. If you are passionate about finance and eager to make a difference, this opportunity is for you.

Qualifications

  • Mindset for developing nuanced investment messaging and analysis.
  • 3+ years in Asset Management with a focus on Fixed Income.

Responsibilities

  • Analyze investment portfolios and develop institutional-level portfolio analysis.
  • Engage with portfolio managers to ensure accuracy of investment messages.

Skills

Asset Management
Financial Analysis
Client Service
ESG Issues
Investment Messaging

Education

Chartered Financial Analyst Accreditation (CFA)

Tools

Bloomberg
PORT
Haver
Excel

Job description

Senior Portfolio Analyst, Fixed Income
Mayford James London, United Kingdom

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Posted: 2 days ago | Job Type: Hybrid | Permanent | Competitive

A Leading Asset Manager is looking to hire a Senior Portfolio Analyst into the Fixed Income Team. You will be responsible for:

  1. Analysing investment portfolios and developing institutional-level portfolio analysis, messaging, and content to inform key stakeholders.
  2. Engaging with both the portfolio manager and portfolio specialist to ensure the consistency, accuracy, and integrity of investment messages.
  3. Developing analysis and content.
  4. Providing outstanding client service and to gather and retain assets.

You will be:

  1. Conducting analysis on assigned investment strategies while incorporating financial market conditions, competitor analysis, asset class characteristics, portfolio construction, and positioning to support the needs of the portfolio manager or portfolio specialist.
  2. Providing research and support to marketing, sales, and client service efforts.
  3. Creating custom analysis, often under the direction of the portfolio specialist, either to anticipate client concerns or to respond to client inquiries in a time-sensitive environment on a global scale.
  4. Developing and maintaining knowledge necessary to act as a subject matter resource on markets, portfolios, portfolio manager thinking and positioning, benchmarks, and peers. Subject matter knowledge is used to support existing strategies and may be used to bolster new product initiatives.
  5. Creating quality and nuanced investment messaging, often in conjunction with the portfolio specialist, to effectively communicate and position results of analysis and inform key stakeholders.

You will possess:

  1. A minimum of 3 years Asset Management experience in a related field.
  2. Chartered Financial Analyst Accreditation (CFA) or currently working towards the CFA.
  3. Solid understanding of Fixed Income and corporate bonds.
  4. Strong interest in Environment, Social and Governance (ESG) issues.
  5. Good knowledge of derivative instruments.
  6. Experience with market data services (Bloomberg, PORT, Haver) and advanced Excel skills.
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