Fixed Income Analyst

• Position Overview
• The Senior Analyst, Fixed Income Attribution serves as a subject matter expert in fixed income performance attribution, providing analytical support, technical expertise, and business partnership across investment teams. This role requires a strong understanding of fixed income securities, attribution methodologies, and performance measurement.

• Key Responsibilities
• Fixed Income Attribution & Performance Analysis
• Manage and support the end-to-end fixed income attribution process, including:
• Transaction loading into vendor platforms
• Security mapping and classification
• Performance return reconciliation
• Attribution reconciliation
• Analysis and interpretation of results
• Ensure the accuracy and integrity of performance and attribution data generated by fixed income attribution platforms.
• Business Analysis & Process Improvement
• Identify business issues, opportunities, and enhancement initiatives related to fixed income attribution processes and reporting.
• Recommend and implement solutions that improve operational efficiency, reporting quality, and platform functionality.
• Evaluate and document business requirements for complex projects and technology initiatives.
• Assess project feasibility and develop recommendations for stakeholders and management.
• Technology & Platform Support
• Provide subject matter expertise for fixed income attribution platforms and related processes.
• Support platform development, testing, implementation, and ongoing enhancements.
• Collaborate with technology teams to design and implement solutions to complex business challenges.
• Stakeholder Partnership
• Build and maintain strong relationships with Portfolio Managers, Portfolio Analysts, Client Reporting teams, and other stakeholders.
• Explain performance and attribution results in a clear and actionable manner.
• Help ensure attribution models align with portfolio management objectives and investment strategies.
• Manage stakeholder expectations and ensure project deadlines and deliverables are achieved.

Qualifications

• Required Qualifications
• Bachelor's degree or an equivalent combination of education and relevant experience.
• Minimum of 5 years of relevant professional experience.
• Strong understanding of fixed income securities, characteristics, and performance attribution concepts.
• Ability to analyze, interpret, and communicate complex attribution results to diverse audiences.
• Preferred Qualifications
• Deep understanding of fixed income attribution methodologies and models.
• Knowledge of return drivers across multiple fixed income strategies.
• Bloomberg PORT
• FactSet
• Progress toward or completion of a professional designation such as:
• CIPM
• CFA