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Fixed Income Portfolio Analyst

External
wellington logoWellington · Boston, MA
Full-timeOn-site2w ago
ExcelPython
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About the role

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. We are looking to hire a Fixed Income Portfolio Analyst. Based in Boston, the ideal candidate will work with the Global Credit team to implement their investment strategies in client portfolios. The team offers a range of investment styles designed to meet the diverse needs of clients around the globe, with a focus on global credit, providing an exciting opportunity to work and learn in complex financial markets within a dynamic and collaborative environment.

Responsibilities

  • Primary responsibilities:
  • Interacting closely with p ortfolio m anagers , t raders , and others across the firm to ensure timely and accurate execution of investment strategies across client portfolios
  • Rebalancing portfolios in response to investment strategies, cash flows, benchmark changes, market price movements and changes in client guidelines
  • Monitoring positions and verifying that transactions are consistent with client guidelines
  • Monitoring performance, risk exposures and key market sensitivities of positions in portfolios
  • Collaborating with various areas of the firm to improve investment processes and minimize operational risks
  • Maintaining and improving internal tools that support the Securitized Team's investing process

Requirements

  • The successful candidate for this position is likely to have :
  • A minimum of 3-5 years of relevant professional experience in the fixed income space as a portfolio analyst , risk analyst , quantitative analysist or similar
  • Demonstrated strong understanding of, and interest in, fixed - income investing
  • Advanced analytical skills, a quantitative orientation, and a detail-oriented mindset
  • Experience working with larg e , complex datasets , and performing analysis that influences decision-making
  • Proficient programming skills in Python are preferred
  • Ability to think creatively and initiate projects that lead to improved implementation of strategies and trades
  • Ability to work well under pressure and prioritize tasks
  • Strong interpersonal skills to interact effectively with investment and other business professionals around the firm
  • Strong academic credentials. An undergraduate degree is required . A post-graduate degree or relevant professional qualification ( e.g. CFA), or progress towards one, would be viewed favorabl y
  • Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible . In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees a

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