2,837 Fixed Income jobs in the United States
Asset Management - Fixed Income Portfolio Manager - Associate
Posted 4 days ago
Job Viewed
Job Description
As a portfolio manager within The Customized Bond Portfolio Team (CBP) within the Global Fixed Income Currency & Commodities (GFICC) group of J.P. Morgan Asset Management, you assist in designing, constructing and implementing separately managed account fixed income portfolios. You will have expertise in securitized asset (Mortgage-Backed, Asset-Backed, Commercial Mortgage- Backed) markets/sectors and instruments, to generate relative value ideas that can be implemented in the construction of diversified (risk and duration) portfolios appropriate for specific client needs.
**Job Responsibilities**
+ Fixed income investing with focus on limiting downside risk, individual security selection and price valuation in efficiencies in the market
+ Under the supervision of senior portfolio managers, responsible for developing and implementing strategic asset allocation and optimized portfolios which outperform client defined benchmarks utilizing relative value, macro and microeconomic analysis
+ Provide analysis of portfolio positioning, sector allocations and key risk metrics
+ Determine account & portfolio suitability of securities for participation in investment recommendations
+ Study market commentary, research opinions, and economic forecasts to assist in determining tactical investment strategy
+ Actively participate and represent the platform's philosophy, process & strategy styles at client, consultant and internal meetings
+ Participate in the planning and development of new business processes
**Required qualifications, capabilities and skills**
+ Idea generation and implementation in risk budgeting, analysis, portfolio sector allocations and trading skills are all important to success in this position
+ Experience trading securitized (Mortgage Backed, Asset Backed, Commercial Mortgage- Backed) fixed income securities
+ Strong aptitude to identify and minimize investment/business risk
+ Strong verbal & written communication skills required.
+ Team focused, detailed oriented and process focused individual
+ Excellent decision making and problem solving skills, requiring only limited guidance and oversight
+ Ability to manage complex and at times conflicting priorities and constraints in at times a high stress environment
+ Strong aptitude in desktop technology/productivity tools such as Excel. VBA, Python or other coding
+ Minimum 3+ years of Industry experience with 1 year experience in a similar role.
+ Bachelor's degree in Business, Finance, Economics or Mathematics.
**Preferred qualifications, capabilities and skills**
+ CFA designation and/or a postgraduate degree
+ Experience with portfolio management tools such as Bloomberg, Yield Book, Intex, InvestorTools Perform preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Asset Management - Fixed Income Portfolio Manager - Associate
Posted 8 days ago
Job Viewed
Job Description
As a portfolio manager within The Customized Bond Portfolio Team (CBP) within the Global Fixed Income Currency & Commodities (GFICC) group of J.P. Morgan Asset Management, you assist in designing, constructing and implementing separately managed account fixed income portfolios. You will have expertise in securitized asset (Mortgage-Backed, Asset-Backed, Commercial Mortgage- Backed) markets/sectors and instruments, to generate relative value ideas that can be implemented in the construction of diversified (risk and duration) portfolios appropriate for specific client needs.
Job Responsibilities
- Fixed income investing with focus on limiting downside risk, individual security selection and price valuation in efficiencies in the market
- Under the supervision of senior portfolio managers, responsible for developing and implementing strategic asset allocation and optimized portfolios which outperform client defined benchmarks utilizing relative value, macro and microeconomic analysis
- Provide analysis of portfolio positioning, sector allocations and key risk metrics
- Determine account & portfolio suitability of securities for participation in investment recommendations
- Study market commentary, research opinions, and economic forecasts to assist in determining tactical investment strategy
- Actively participate and represent the platform's philosophy, process & strategy styles at client, consultant and internal meetings
- Participate in the planning and development of new business processes
Required qualifications, capabilities and skills
- Idea generation and implementation in risk budgeting, analysis, portfolio sector allocations and trading skills are all important to success in this position
- Experience trading securitized (Mortgage Backed, Asset Backed, Commercial Mortgage- Backed) fixed income securities
- Strong aptitude to identify and minimize investment/business risk
- Strong verbal & written communication skills required.
- Team focused, detailed oriented and process focused individual
- Excellent decision making and problem solving skills, requiring only limited guidance and oversight
- Ability to manage complex and at times conflicting priorities and constraints in at times a high stress environment
- Strong aptitude in desktop technology/productivity tools such as Excel. VBA, Python or other coding
- Minimum 3+ years of Industry experience with 1 year experience in a similar role.
- Bachelor's degree in Business, Finance, Economics or Mathematics.
Preferred qualifications, capabilities and skills
- CFA designation and/or a postgraduate degree
- Experience with portfolio management tools such as Bloomberg, Yield Book, Intex, InvestorTools Perform preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Asset Management - Fixed Income Management Associate - Associate
Posted 17 days ago
Job Viewed
Job Description
**Job Summary:**
As a Management Associate within the Global Fixed Income, Currencies and Commodities (GFICC) team, you will play a crucial role in supporting the Head of GFICC, GFICC COO, and the GFICC Operating Committee. You will focus on enhancing operational efficiencies and contributing to the expansion of business growth.
**Job Responsibilities:**
+ Work closely with the Head of GFICC, GFICC COO and the GFICC Operating Committee on all administrative aspects of managing the global business, with a focus on increasing operating efficiencies and driving business growth
+ Develop a deep understanding of GFICC and proactively participate in development of strategic business initiatives
+ Coordinate agenda, presentations, and follow-ups for management team meetings, internal forums & town halls, management offsites, and select client meetings with an eye toward streamlining processes
+ Take a leadership role in high priority business initiatives to align stakeholders and drive efficient execution
+ Partner across the various GFICC teams and cross-functional partners (e.g., Marketing, Compliance, Legal, Risk, Technology, and Finance) to identify and execute on strategic business initiatives
+ Proactively propose new ideas on client opportunities, product development, business optimization, thought leadership, and strategy innovation
**Required qualifications, capabilities and skills**
+ 3+years of experience with proven track record of delivering complex projects, product and/or new business initiatives
+ Comfortable navigating ambiguity and has strong initiative, energy and analytical approach to completing projects with limited supervision
+ Ability to execute within a fast-paced and demanding environment, while managing multiple concurrent projects across different stakeholders (often with competing priorities)
+ Confidence and skill to think strategically, develop solutions, and present recommendations to business leaders
+ Strong Excel and PowerPoint skills to enable thoughtful discussions/decisions across internal stakeholders
+ Strong attention to detail is required
+ Demonstrates leadership and a winning attitude:
+ Proactive, accountable, and assertive; strong work ethic
+ Agile team player with the ability to work with diverse working styles on projects and coordinate resources effectively
+ Must possess strong emotional intelligence, with the ability to effectively partner and collaborate with various seniority levels within GFICC and across AM.
+ Superior judgment and discretion working with both confidential and sensitive information
**Preferred qualifications, capabilities and skills**
+ General understanding of asset management and financial markets, fixed income knowledge is a plus
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
New York,NY $118,800.00 - $150,000.00 / year
Fixed Income Sales
Posted 1 day ago
Job Viewed
Job Description
The role involves providing expertise on Taxable Fixed Income strategies to support the ongoing growth of the Wealth Management business. Responsibilities include collaborating with Financial Advisors, Traders, and Sales leadership to offer market insights, facilitate trade execution, and share product knowledge across US Treasuries, Agencies, CDs, Investment Grade & High Yield Credit, Preferreds, and MBS.
This position will contribute to scaling the taxable fixed income sales business by enhancing client coverage and supporting reliable execution and idea generation for ultra high net worth clients and financial advisors. The ideal candidate will blend analytical rigor with practical market execution to help scale and modernize our approach across UGM.
• serve as a primary contact for financial advisors and client teams on taxable fixed income markets and trade execution.
• deliver timely updates on market trends, rate shifts, credit conditions, and sector themes.
• generate and promote actionable investment ideas-particularly in fixed income-with relevant implementation advice.
• support sales and trading with revenue-focused business development and client experience initiatives.
• present market insights and trade strategies to internal audiences through various channels.
• work with other product teams to increase department revenue and grow client business.
• develop and assess fixed income portfolios.
Detailed salary information:
• New York: the salary range for this role is $115000 to $6000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team
Unified Global Markets is seeking a markets-focused professional to join the Taxable Fixed Income Sales Desk.
This is a high-impact opportunity to join a core area of UBS's capital markets platform, working directly with senior sales and trading professional to support and grow our taxable fixed income sales business
Your expertise
• interest in financial markets, with a focus on fixed income
• knowledge of fixed income instruments, interest rate dynamics, and credit markets
• analytical skills and ability to work with large numerical data sets
• ability to communicate with internal stakeholders and financial advisors
• verbal and written communication skills for interaction with Advisors, clients, and trading teams
• advanced proficiency in Microsoft Excel and PowerPoint
• possession of FINRA licenses (SIE, Series 7, Series 63/65, or Series 66) or willingness to obtain them within a specified timeframe
• experience with fixed income platforms (e.g., Bloomberg, Tradeweb)
• Bloomberg API skills
• previous experience supporting fixed income sales or trading desks
• knowledgeable in trade operations, regulations, and order management
About us
UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Salary information
US Only: The expected salary range for this role is $115000 to $16000 base on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
Fixed Income Data Analyst
Posted today
Job Viewed
Job Description
Join to apply for the Fixed Income Data Analyst role at Dodge & Cox Join to apply for the Fixed Income Data Analyst role at Dodge & Cox Get AI-powered advice on this job and more exclusive features. The firm is seeking a Fixed Income Data Analyst to ensure the Client Service organization has access to high quality data and data tools to provide exceptional client service. This role requires coordination and communication across the client, investment, technology, data governance, and investment operations teams. The Data Analyst plays an important role in the data lifecycle by ensuring data is consumed efficiently, consistently, and accurately. This role is critical to the execution of our firm’s digital transformation initiative which includes centralizing data in the cloud, enhancing self service capabilities, and enabling automation of client material production at scale efforts. Reporting line would be within Client Service, with a matrix into Fixed Income Portfolio Analytics Team, or FIPAT. Primary responsibilities will include: Responsible for understanding key data required to support client service organization, representing business requirements, and partnering with fixed income and client service leadership on prioritizing client service data development work across client service applications (Vermillion, Seismic, Tableau, and Adobe Experience Manager) Coordinating effort to remap Client Service reporting tools towards single source cloud data through enterprise migration. Curating and governing derived data sets used in client materials through the creation of new filters and views for use by the client and investment teams Participating in new system integration, testing, and other data-related collaborative work with technology Coordinating and communicating data-driven enhancements to client (and as necessary investment) team Diagnosing and working with the appropriate teams to resolve data issues across internal and third-party applications Partnering with Enterprise Data Governance to ensure data quality requirements are understood Supporting Enterprise Data Governance as they document data lineage and data field definitions in Collibra Qualifications: Dodge & Cox targets candidates with high levels of academic and professional achievement and leadership ability. B.A. or B.S. degree, preferably with coursework in mathematics, finance, economics, or accounting 4+ years of relevant industry work experience (investment data governance, investment data analysis, client reporting, security analysis, financial software, etc.) Microsoft Office, including advanced Excel knowledge Analytical and problem-solving skills Technical mindset with enthusiasm for learning a multitude of systems and programs and working knowledge with Bloomberg system Strong communication and interpersonal skills and desire to work in a team-oriented environment Time management and organizational skills with strong attention to detail Proven ability to work independently, take initiative, and manage multiple projects simultaneously Solutions oriented with a tactful approach Experience with SQL, or other query language, is a plus Chartered Financial Analyst (CFA) accreditation also a plus Requirements: Dodge & Cox has a 4/1 hybrid work model, and all Dodge & Cox employees are required to be in their assigned office as noted in the job posting Monday - Thursday each week, with the option to work remotely on Friday. The salary range for this position is $130,000 - $65,000. The listed pay scale denotes only the pay range of the base salary and does not include discretionary bonus compensation, which may make up an important portion of the total remuneration. Dodge & Cox encourages applicants to consider the value of the many competitive benefits it offers, including coverage of 100% of all healthcare premiums for employees and their families and fully funding a retirement plan at 25% of the total compensation to the IRS limit. Dodge & Cox also provides additional benefits such as commuter, health & wellness, backup care, matching gift, employee assistance, and life and disability insurance. The listed pay scale reflects the base salary Dodge & Cox reasonably expects to pay for this position and is not a reflection of the highest and lowest base salary of any current Dodge & Cox employee. Actual base salary will be based on factors such as the candidate's prior relevant experience (including within and external to Dodge & Cox, as applicable), education, skills, and knowledge. The job description above is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. It is the Company’s policy to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital or domestic partner status, sexual orientation, gender identity or expression, age, ancestry, national origin, disability, or medical condition, as defined in state and federal laws. This policy covers all aspects of employment including, but not limited to, recruitment, selection, training, promotion, transfer, compensation, demotion, and termination. By applying for a position with Dodge & Cox, you acknowledge that you have read our EEO Policy All Dodge & Cox employees must adhere to the Firm’s security policies and Code of Ethics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Investment Management Referrals increase your chances of interviewing at Dodge & Cox by 2x Get notified about new Fixed Income Analyst jobs in San Francisco, CA . 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Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Fixed Income Data Analyst
Posted today
Job Viewed
Job Description
To learn more about how we use your personal data, please read our Applicant Privacy Notice (click here) Fixed Income Data Analyst page is loaded Fixed Income Data Analyst Apply locations San Francisco Office time type Full time posted on Posted Yesterday job requisition id R000543 The firm is seeking a Fixed Income Data Analyst to ensure the Client Service organization has access to high quality data and data tools to provide exceptional client service. This role requires coordination and communication across the client, investment, technology, data governance, and investment operations teams. The Data Analyst plays an important role in the data lifecycle by ensuring data is consumed efficiently, consistently, and accurately. This role is critical to the execution of our firm’s digital transformation initiative which includes centralizing data in the cloud, enhancing self service capabilities, and enabling automation of client material production at scale efforts. Reporting line would be within Client Service, with a matrix into Fixed Income Portfolio Analytics Team, or FIPAT. Primary responsibilities will include: Responsible for understanding key data required to support client service organization, representing business requirements, and partnering with fixed income and client service leadership on prioritizing client service data development work across client service applications (Vermillion, Seismic, Tableau, and Adobe Experience Manager) Coordinating effort to remap Client Service reporting tools towards single source cloud data through enterprise migration. Curating and governing derived data sets used in client materials through the creation of new filters and views for use by the client and investment teams Participating in new system integration, testing, and other data-related collaborative work with technology Coordinating and communicating data-driven enhancements to client (and as necessary investment) team Diagnosing and working with the appropriate teams to resolve data issues across internal and third-party applications Partnering with Enterprise Data Governance to ensure data quality requirements are understood Supporting Enterprise Data Governance as they document data lineage and data field definitions in Collibra Qualifications: Dodge & Cox targets candidates with high levels of academic and professional achievement and leadership ability. B.A. or B.S. degree, preferably with coursework in mathematics, finance, economics, or accounting 4+ years of relevant industry work experience (investment data governance, investment data analysis, client reporting, security analysis, financial software, etc.) Microsoft Office, including advanced Excel knowledge Analytical and problem-solving skills Technical mindset with enthusiasm for learning a multitude of systems and programs and working knowledge with Bloomberg system Strong communication and interpersonal skills and desire to work in a team-oriented environment Time management and organizational skills with strong attention to detail Proven ability to work independently, take initiative, and manage multiple projects simultaneously Solutions oriented with a tactful approach Experience with SQL, or other query language, is a plus Chartered Financial Analyst (CFA) accreditation also a plus Requirements: Dodge & Cox has a 4/1 hybrid work model, and all Dodge & Cox employees are required to be in their assigned office as noted in the job posting Monday - Thursday each week, with the option to work remotely on Friday. The salary range for this position is $130,000 - $165,000. The listed pay scale denotes only the pay range of the base salary and does not include discretionary bonus compensation, which may make up an important portion of the total remuneration. Dodge & Cox encourages applicants to consider the value of the many competitive benefits it offers, including coverage of 100% of all healthcare premiums for employees and their families and fully funding a retirement plan at 25% of the total compensation to the IRS limit. Dodge & Cox also provides additional benefits such as commuter, health & wellness, backup care, matching gift, employee assistance, and life and disability insurance. The listed pay scale reflects the base salary Dodge & Cox reasonably expects to pay for this position and is not a reflection of the highest and lowest base salary of any current Dodge & Cox employee. Actual base salary will be based on factors such as the candidate's prior relevant experience (including within and external to Dodge & Cox, as applicable),education, skills, and knowledge. The job description above is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. It is the Company’s policy to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital or domestic partner status, sexual orientation, gender identity or expression, age, ancestry, national origin, disability, or medical condition, as defined in state and federal laws. This policy covers all aspects of employment including, but not limited to, recruitment, selection, training, promotion, transfer, compensation, demotion, and termination. By applying for a position with Dodge & Cox, you acknowledge that you have read our EEO Policy All Dodge & Cox employees must adhere to the Firm’s security policies and Code of Ethics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. About Us W e manage money for individuals and institutions globally with a single investment philosophy applied across a focused set of offerings. Undistracted by short-term product trends or asset gathering, we concentrate on serving our clients by adhering to our time-tested investment approach. We build investment portfolios using deep fundamental research, a strict price discipline, a long-term investment horizon, and team decision-making. Our engaging, collaborative environment pushes us to accomplish our best. That’s why many of us devote our careers to Dodge & Cox, ensuring stability and compounding our intellectual capital across generations. This institutional memory—combined with our collaborative culture and focused business model—makes us uniquely suited for long-term investing and enables us to continuously seek lasting value for our clients in a rapidly changing world. Protect yourself from recruitment scams We have noticed an increase in fraudulent individuals posing as representatives of Dodge & Cox, offering false job interviews or opportunities in exchange for financial or personal information. We take these matters very seriously and want to ensure you are informed and protected. Please keep the following in mind during your job search: We will never ask for payment or request banking information at any stage of our recruitment process. All official communications will come from a verified Dodge & Cox email address (@dodgeandcox.com). Be cautious of any communication from personal or non-company email addresses. Do not engage with or respond to suspicious emails. If you are uncertain about the legitimacy of a communication, verify that the email address belongs to Dodge & Cox (@dodgeandcox.com). If you receive any suspicious or fraudulent communication, please report it immediately by contacting us at . Your vigilance should keep you protected and help us maintain the integrity of our hiring process. #J-18808-Ljbffr
Fixed Income Portfolio Analyst
Posted 7 days ago
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Job Description
Job Listing Summary
Fixed Income Portfolio AnalystLocation: Boston, United States
Company: Wellington Management Company LLP
Employment Type: Full-Time
Role OverviewThe 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.
- 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.
- 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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Fixed Income Portfolio Analyst
Posted 7 days ago
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Job Description
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.
Overview
About the Role
We are looking to hire a Fixed Income Portfolio Analyst. Based in Boston, the ideal candidate will work with the Securitized Team to implement their investment strategies in client portfolios.
The Securitized Team actively manages portfolios that provide exposures to agency mortgage-backed securities (MBS), mortgage derivatives (CMO), asset-backed securities (ABS), collateralized loan obligations (CLO), commercial mortgage-backed securities (CMBS), among others. The team offers a range of investment styles designed to meet the diverse needs of clients around the globe, providing an exciting opportunity to work and learn in complex financial markets within a dynamic and collaborative environment.
Responsibilities
Primary responsibilities:
- Interacting closely with portfolio managers, traders, 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
The successful candidate for this position is likely to have:
- A minimum of 3-5 years of relevant professional experience in the securitized 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 large, 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 favorably
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .
Benefits
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 80,000 - 180,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellingtons 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 and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
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Portfolio Manager - Fixed Income
Posted 6 days ago
Job Viewed
Job Description
Do you want to use your expertise and portfolio management knowledge to help us identify new investment opportunities? Do you want to be a part of a growing business within a well-established asset management platform?
We're looking for a Portfolio Manager to:
•allocate and execute trades across client portfolios
•knowledgeable trading of all aspects of investment grade municipals across the curve
•maintenance and rebalancing portfolios across strategies
•working with InvestorTools to increase automation, improve quality of data, and create new trading tools
•engagement with advisors/clients in relation to markets and portfolio strategy
•update and maintenance of reports for weekly/bi-weekly strategy meetings
Detailed salary information:
•New York: the salary range for this role is $135000 to $9000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team
You'll be working in UBS Global Asset Management's Municipal Fixed Income in New York. Our team is responsible for the management of Municipal Bonds portfolios for private clients on the Separately Managed Account (SMA) platform. As a portfolio manager, you'll play an important role in the real-time implementation and management of investment portfolios.
Your expertise
•ideally 3+ Years of Municipal Portfolio Management and Trading Experience
•strong working knowledge of InvestorTools Perform Portfolio Management System
•numerical and analytic skillset with excellent attention to detail
•comfort with discussing markets and portfolio strategy
•keen interest in markets
•strong interpersonal skills
•ability to work well under pressure
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
Salary information
US Only: The expected salary range for this role is $135000 to $19 00 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see "Your role" section for detailed salary information.
Product Associate, Fixed Income
Posted 8 days ago
Job Viewed
Job Description
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Public Group - Fixed Income Strategies - Product Associate (Newport Beach, CA)
We are seeking an Associate to join the Product Strategy Group responsible for Fixed Income Strategies at PIMCO. The role will be part of a broader development program for associates to build skillsets relevant to succeeding in the next stage of their career. It will support the team across dimensions of global client service, business management, and product development, including for example:
Performing detailed portfolio risk and performance attribution to combine with economic commentary for ongoing monthly/quarterly reporting to investors
Responding to ad hoc inquiries related to fixed income strategies, both externally (clients) and internally across groups
Creating content relevant to key messaging for the strategies by type of client (e.g., retail vs institutional), well as maintaining marketing and other general education materials
Contributing to new business development including RFP reviews, and creation of pitch-books and other strategy marketing materials
Helping set and execute team priorities, leading projects, and mentoring junior colleagues
Assisting in the development of new products and custom solutions for institutional clients
Managing research projects related to competitors and industry topics
Target skillset:
Bachelor's degree in Finance, Economics, Accounting, Mathematics, Engineering, or other related disciplines
2-3 years of experience of relevant work experience, ideally in investment management, alongside a passion for markets more broadly
General familiarity across fixed income asset classes e.g. rates, FX, MBS, corporate credit, emerging markets, equities, and commodities
Knowledge of and experience with ETF vehicle and marketplace
Strong analytical and critical thinking capabilities - exhibiting quantitative, organizational, and problem-solving skills.
Driven and a self-starter, with a demonstrated ability to deliver results in a dynamic environment.
Ability to organize, distill, and communicate complex topics effectively via both verbal and written communication
Ability to work effectively and professionally with all levels of personnel both internally and externally. The role will also require building strong internal relationships across the firm including with account management, legal, operations, and portfolio management teams, for example.
Advanced Excel skills (any VBA/programming experience viewed favorably)
CFA designation, or active status in program, encouraged
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.