- Support Portfolio Managers in managing discretionary fixed income portfolios for International Region clients
- Contribute to investment and portfolio construction decisions across government bonds, corporate credit, currency, securitised assets, and specialist sectors
- Assist with investment manager research, selection, and ongoing oversight
- Help design, develop, and implement investment strategies and portfolio solutions
- Develop understanding of fixed income markets, manager universes, and portfolio positioning
- Analyse portfolio performance, risk metrics, and underlying manager results
- Maintain, enhance, and document portfolio and risk management processes
- Support integration of technology and AI-enabled tools
- Assist with portfolio performance reporting and investment materials
- Build relationships with Portfolio Management, Manager Research, Investment, Operations, and external investment manager teams
- Support client management and business development initiatives where appropriate
Requirements
- Previous experience within investment management, investment consulting, asset management, or a related financial services environment
- Genuine passion for investment markets and portfolio management
- Strong analytical and quantitative skills
- Excellent attention to detail and highly organised approach
- Strong problem-solving skills
- Ability to work independently and collaboratively
- Effective communication skills
- Experience using investment data and analytical tools
- Proficiency with Microsoft Excel and other business applications
- Three or more years of investment industry experience (standout qualification)
- Experience with fixed income portfolios, multi-manager funds, or manager research
- Knowledge of portfolio construction techniques, risk analysis, and performance attribution
- Experience with eVestment, FactSet, or similar investment research and analytics tools
- Strong interest in data and AI technologies within investment processes
- Progress towards or completion of CFA, CAIA, FIA, FSAI, or equivalent (standout qualification)
- Experience working with institutional investors
Core Competencies
Demonstrates expertise in managing discretionary fixed income portfolios, with strong analytical skills for portfolio performance analysis and risk metrics. Proficient in investment strategy development and familiar with AI technologies in investment processes.
Highest-signal resume keywords
- Fixed Income Portfolio Management
- Investment Strategy Development
- Portfolio Performance Analysis
- CFA, CAIA, FIA, FSAI Progress
- Investment Data Analysis
Hard Skills
- Analytical Skills
- Quantitative Skills
- Portfolio Construction Techniques
- Risk Analysis
- Performance Attribution
- Investment Research
- Multi-Manager Funds
- Investment Manager Selection
- Investment Performance Reporting
- Data Analysis
Soft Skills
- Attention to Detail
- Organizational Skills
- Problem-Solving Skills
- Collaboration
- Effective Communication
Certifications & Qualifications
- CFA
- CAIA
- FIA
- FSAI
Industry Keywords
- Investment Management
- Asset Management
- Investment Consulting
- Financial Services
- Institutional Investors
Tools & Technologies
- Microsoft Excel
- eVestment
- FactSet
- AI-Enabled Tools
- Investment Analytical Tools
#J-18808-Ljbffr
Portfolio Analyst, Fixed Income employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
