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Fixed Income Portfolio Analyst

  • Job
    Full-time
    Mid & Senior Level
  • Data
    Banking & Finance
  • London
  • Quick Apply

AI generated summary

  • You should have 3-5 years in a related role, strong fixed income knowledge, advanced analytical skills, Python proficiency, and the ability to work under pressure and collaborate effectively.
  • You will interact with Portfolio Managers and Traders, rebalance portfolios, monitor positions and performance, ensure adherence to guidelines, and improve processes to minimize operational risks.

Requirements

  • Have a strong academic background, progress towards professional qualifications (CFA etc) would also be viewed favorably;
  • Have 3-5 years of relevant professional experience, gained in a similar Portfolio Analyst, Assistant Portfolio Manager or Trader Support role. Previous asset management industry experience is preferred, although candidates from other backgrounds will also be considered;
  • Demonstrate a strong understanding of, and interest in, fixed income capital markets and investing;
  • Have advanced analytical skills, a quantitative orientation, and be detail oriented;
  • Be able to work well under pressure and prioritize tasks;
  • Have strong interpersonal skills, in order to interact effectively with investment and other business professionals around the firm;
  • Be able to think creatively and initiate projects that lead to improved implementation of strategies and trades;
  • Proficiency in Python or similar coding languages

Responsibilities

  • Interacting closely with Portfolio Managers and Traders to ensure the timely and accurate execution of investment strategies across client portfolios.
  • Rebalancing portfolios in response to events such as cash flows, benchmark changes, market price movements and changes in client guidelines.
  • Monitoring portfolio positions, and verifying that transactions are consistent with client guidelines.
  • Interacting with many areas of the firm to improve processes and minimize operational risks.
  • Monitoring performance, risk exposures and key market sensitivities of positions in portfolios.

FAQs

What is the location for the Fixed Income Portfolio Analyst position?

The position is based in London.

What teams will the Fixed Income Portfolio Analyst work with?

The analyst will work with the Global Credit and Leveraged Credit Teams.

What qualifications are preferred for this role?

Candidates with a strong academic background, progress towards professional qualifications (such as CFA), and 3-5 years of relevant experience in a similar role are preferred.

Is previous asset management industry experience required?

While previous asset management industry experience is preferred, candidates from other backgrounds will also be considered.

What skills are necessary for this position?

A strong understanding of fixed income capital markets, advanced analytical skills, attention to detail, and proficiency in Python or similar coding languages are necessary.

Are there opportunities for career growth in this role?

Yes, the role offers opportunities for professional development and career growth within the company.

What are the primary responsibilities of the Fixed Income Portfolio Analyst?

Key responsibilities include interacting with Portfolio Managers and Traders, rebalancing portfolios, monitoring portfolio positions, and improving processes to minimize operational risks.

Is creative thinking encouraged in this role?

Yes, candidates are expected to think creatively and initiate projects that improve the implementation of strategies and trades.

How does Wellington Management foster a collaborative culture?

Wellington Management encourages independent thought and healthy debate among its employees, creating a robust collaborative culture.

Do you have a diversity and inclusion policy?

Yes, Wellington Management is dedicated to building and maintaining a diversified workforce and considers a broad array of candidates with various skills and experiences.

Trusted adviser to investors worldwide

Venture Capital & Private Equity
Industry
1001-5000
Employees
1933
Founded Year

Mission & Purpose

Wellington Management is a global investment management firm that provides a range of investment solutions to institutional clients, including pension funds, endowments, foundations, and other financial institutions. The company offers a diverse set of investment strategies, including equity, fixed income, multi-asset, and alternative investments, with the aim of generating long-term value for their clients. Wellington Management's ultimate mission is to help their clients achieve their financial goals by delivering strong investment performance and providing top-notch investment expertise and solutions. Their purpose is to be a trusted and reliable partner to their clients, offering tailored investment strategies and insights that navigate the complexities of the global financial markets and contribute to the success and growth of their clients' portfolios. Through a combination of research, analysis, and active investment management, Wellington Management aims to deliver superior results and uphold their reputation as a leading investment management firm.

Benefits

  • Health and wellness

    In addition to comprehensive and competitive health coverage for you and your dependents, we offer a variety of wellness programs.

  • Work/life balance

    We offer a range of programs designed to support you and your loved ones through life’s various stages and situations.

  • Financial future

    We aim to help make your future more financially secure by helping you pursue your retirement goals and offering life and other insurance plans.

  • Development

    Because we value continuing education as part of your professional growth, we support pursuits such as the CFA® and other degree programs.