Fixed Income Portfolio Analyst

4 weeks ago


New York, New York, United States Chubb Full time
Job Overview

The Fixed Income Portfolio Analyst will be responsible for performing quantitative analysis of the firm's investment portfolio, including fixed income portfolio analysis, credit exposure monitoring, income forecasting, and risk management for an asset manager overseeing a $140 billion+ portfolio.

Key Responsibilities
  • Collaborate with a small team of investment professionals on tactical and strategic asset allocation and risk management of the firm's investment portfolio.
  • Monitor the investment portfolio daily, including P&L estimates, credit exposure, cash balances, FX exposure, and derivatives exposure.
  • Communicate daily with external investment managers on market and credit events, investment activities, performance tracking, and review, and compliance to investment guidelines.
  • Conduct monthly and quarterly analyses and reports on market data, asset allocation breakout, portfolio risk exposure, and business unit breakout.
  • Work with senior members of the investment team on short-term and strategic portfolio optimizations that rely on data, portfolio analytics, and technology.
  • Advance and streamline the team's quantitative and qualitative investment processes to improve efficiency and effectiveness, increase scalability of data and analytical solutions, and improve access to information and knowledge sharing.
Qualifications and Skills
  • Strong quantitative and computer modeling skills, including extensive knowledge in Microsoft Excel and databases.
  • Superior oral and written communication abilities.
  • Deeply motivated self-starter able to proactively assume responsibility and add value to the investment process.
  • Self-confidence necessary to interact with senior executives on a day-to-day basis.
  • Highly organized and detail-oriented.
  • Demonstrated track record of successful project/task completion under tight deadlines with minimal supervision.
  • Exposure to fixed income a plus; preferably at an asset management firm, insurance company, or portfolio analytics vendor.
  • Knowledge of analytical tools a plus: Aladdin.
Education
  • BA/BS required, preferably in finance, mathematics, engineering, or computer science.


  • New York, New York, United States Chubb Full time

    Job DescriptionThe Fixed Income Portfolio Analyst will be responsible for analyzing the firm's investment portfolio, including fixed income portfolio analysis, credit exposure monitoring, income forecasting, and risk management for asset managers overseeing $140 billion+ portfolio.Responsibilities:Work with a small team of investment professionals on...


  • New York, New York, United States Chubb Full time

    Job Summary:The Portfolio Risk Manager will be responsible for quantitative analysis of the firm's investment portfolio, including fixed income portfolio analysis, credit exposure monitoring, income forecasting, and risk management for asset manager overseeing $140 billion+ portfolio.Key Responsibilities:Work with a small team of investment professionals on...


  • New York, New York, United States TD Bank Full time

    Job Summary:The Portfolio Manager, Fixed Income is a seasoned professional role requiring in-depth investment-grade fixed income expertise. This position contributes to the implementation of portfolio strategy and structure for all mandates based on deep knowledge of portfolio holdings, a deep understanding of portfolio construction principles, and fixed...


  • New York, New York, United States TD Bank Full time

    Job Summary:The Portfolio Manager, Fixed Income is responsible for conducting in-depth valuations of US and Global investment grade corporations. This role contributes to the implementation of portfolio strategy and structure for all mandates based on deep knowledge of portfolio holdings, a deep understanding of portfolio construction principles, and fixed...


  • New York, New York, United States Goldman Sachs Full time

    About the RoleWe are seeking a highly motivated and experienced Portfolio Manager to join our Insurance Fixed Income team at Goldman Sachs Asset Management. As a Portfolio Manager, you will be responsible for the management of fixed income investment portfolios for insurance companies, working closely with our team of Senior Insurance Portfolio...


  • New York, New York, United States Goldman Sachs Full time

    Insurance Asset Management OpportunityGoldman Sachs Asset Management (GSAM) is a leading investment manager seeking a candidate for the position of Portfolio Manager in the Insurance Fixed Income team.The successful candidate will focus on the management of fixed income investment portfolios for insurance companies, supporting GSAM's team of Senior Insurance...


  • New York, New York, United States TD Bank Full time

    Job Title: Portfolio Manager, Fixed IncomeJob Summary:We are seeking a seasoned Portfolio Manager, Fixed Income to join our team at TD Bank. As a key member of our fixed income investments team, you will be responsible for conducting in-depth valuations of US and Global investment grade corporations.Key Responsibilities:Conduct in-depth valuations of US and...

  • Portfolio Manager

    4 weeks ago


    New York, New York, United States Goldman Sachs Full time

    About This Role:We are seeking a highly motivated and experienced Portfolio Manager to join our Insurance Fixed Income team at Goldman Sachs Asset Management. As a Portfolio Manager, you will be responsible for managing fixed income investment portfolios for insurance companies, working closely with our team of Senior Insurance Portfolio Managers.Our...

  • Fixed Income Analyst

    4 weeks ago


    New York, New York, United States Nippon Life Global Investors Americas, Inc. Full time

    Job Summary:We are seeking a highly skilled Fixed Income Analyst to join our team at Nippon Life Global Investors Americas, Inc. The successful candidate will be responsible for analyzing and recommending investment-grade and high-yield corporate bonds to out-perform defined market benchmarks.Key Responsibilities:Conduct fundamental credit analysis with...


  • New York, New York, United States Piper Sandler Companies Full time

    About the RoleWe are seeking a highly skilled Fixed Income Analyst and Developer to join our Piper Sandler Financial Strategies group in New York, NY.Key ResponsibilitiesSupport senior strategists in developing professional reports and strategies for client presentationDemonstrate understanding of fixed income, derivatives, economic, market and sector...


  • New York, New York, United States Piper Sandler Companies Full time

    About the RoleWe are seeking a highly skilled Fixed Income Analyst and Developer to join our Piper Sandler Financial Strategies group (PSFS) in New York, NY.Key ResponsibilitiesSupport senior strategists in developing professional reports and strategies for client presentationModel peer analysis and balance sheet data for financial institutionsMaintain...


  • New York, New York, United States The Goldman Sachs Group Full time

    Join Our Team as a Municipal Fixed Income Portfolio ManagerAt Goldman Sachs Asset & Wealth Management, we're looking for a talented Junior Portfolio Manager to join our Municipal Fixed Income team in New York. As a key member of our team, you'll be responsible for building relationships with dealers and counterparties, ensuring trade integrity, and providing...


  • New York, New York, United States The Goldman Sachs Group, Inc Full time

    Job DescriptionA career with Goldman Sachs Asset & Wealth Management offers the opportunity to help clients across the globe achieve their financial goals, while you develop your skills and expertise. As part of one of the world's leading asset managers, you can expect to participate in exciting investment opportunities, collaborate with talented colleagues,...


  • New York, New York, United States TD Bank Group Full time

    Job Summary:As a seasoned Portfolio Manager, Fixed Income with TD Epoch, you will be responsible for conducting in-depth valuations of US and Global investment grade corporations. This role contributes to the implementation of portfolio strategy and structure for all mandates based on deep knowledge of portfolio holdings, a deep understanding of portfolio...

  • Business Analyst

    4 weeks ago


    New York, New York, United States Aegistech Full time

    A W2 Contract Business Analyst for a Middle Office/Opts role in Fixed Income along with Repos experience is available with our client, a global investment bank, located in NYC.Key Responsibilities:Oversee the creation and approval of core project documentation including business requirements, functional requirements, technical specifications, user acceptance...


  • New York, New York, United States Goldman Sachs Full time

    Role OverviewThe Investment Specialist (IS) team is part of the Global Fixed Income and Liquidity Solutions Portfolio Management team at Goldman Sachs Asset & Wealth Management.As a key member of this team, you will work closely with Client Portfolio Managers (CPMs) to develop and grow our Fixed Income product offerings.This includes providing portfolio and...


  • New York, New York, United States Goldman Sachs Full time

    Job OverviewA career with Goldman Sachs Asset & Wealth Management offers a unique opportunity to help clients across the globe achieve their financial goals, while you develop your skills and expertise in the field of fixed income investment.As part of our Global Fixed Income and Liquidity Solutions Portfolio Management team, you will work closely with...


  • New York, New York, United States Phaxis Full time

    Key ResponsibilitiesAs a Fixed Income Supervision Associate at Phaxis, you will play a crucial role in supporting the Fixed Income Sales & Trading Floor with various activities. This includes liaising with internal teams and external vendors to maximize best practices and efficiencies.Day-to-Day ActivitiesSupport the Fixed Income Sales & Trading Floor with...


  • New York, New York, United States ApTask Full time

    ApTask is seeking a skilled Fixed Income Analyst to join our team. The ideal candidate will have 2+ years of experience in fixed income operations and possess strong communication skills.Key Responsibilities:Understand operational processes and controlsEnsure all functions and procedures are performed in a timely and accurate mannerDevelop and maintain...

  • Derivatives Trader

    4 weeks ago


    New York, New York, United States Alliance Bernstein Full time

    Job SummaryWe are seeking a skilled Derivatives Trader to join our Fixed Income group. The successful candidate will be responsible for executing trades on behalf of an Insurance ALM hedging book, providing strategic guidance and thought leadership on hedging strategies and liquidity management.Key ResponsibilitiesExecution of all trades for a dedicated...