Fixed Income Portfolio Manager Analyst - Wall Street Personnel
Jobs via eFinancialCareers, Plano, Texas, us, 75086
Fixed Income Portfolio Manager Associate (Securitized & Portfolio Risk)
Firm: Investment Firm Location: Plano, Texas Level: Entry–Mid (3–6 years) Compensation: Base: $100k–$150k; Bonus: 30–50% Coverage: Trade execution & maintenance; securitized diligence & surveillance; portfolio risk analytics Additional Exposure: Corporate credit support (as needed) Contact: contactus@wallstreetpersonnel.com
Role Summary The Portfolio Analyst / Associate supports the Fixed Income Portfolio Manager in the day‑to‑day management, execution, and risk oversight of fixed income portfolios, with a core focus on securitized products and portfolio risk discipline. The role also supports the Bank’s investment portfolio under the Treasurer through securitized surveillance, risk analytics, and interest‑rate risk inputs. This is not a primary underwriting role. Success is defined by strong execution discipline, high‑quality monitoring and analysis, and clear, decision‑ready communication that supports both portfolio management and Treasurer‑level discussions.
Responsibilities
Trade Maintenance & Execution (Primary Day‑to‑Day Focus)
Support execution workflows for corporate bonds, money market instruments, and securitized products, including price discovery, dealer runs, comparable analysis, and best‑execution documentation.
Own trade maintenance end‑to‑end: blotter accuracy, allocations, confirmations, settlement follow‑through, exception management, and coordination with operations, custody, and accounting.
Securitized Due Diligence & Surveillance: analyze securitized investments (Agency MBS, ABS, CMBS), produce concise purchase/hold/sell recommendations, monitor duration, yield, DV01, concentration, and guideline adherence.
Rates, Duration Discipline & Portfolio Risk Monitoring: maintain portfolio analytics including duration, DV01, convexity, yield, carry/roll, and liquidity; identify exposure drift and propose adjustments; support scenario analysis and communicate implications.
Qualifications
3–6 years fixed income experience with securitized exposure.
Strong understanding of MBS, ABS, CMBS risk drivers.
Solid bond math foundation.
Bloomberg preferred; Intex/Yield Book/Trepp a plus.
Advanced Excel required; Python/SQL/VBA a plus.
Self‑Starter & Continuous Improvement
Improves workflows and documentation.
Demonstrates ownership and ac
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Firm: Investment Firm Location: Plano, Texas Level: Entry–Mid (3–6 years) Compensation: Base: $100k–$150k; Bonus: 30–50% Coverage: Trade execution & maintenance; securitized diligence & surveillance; portfolio risk analytics Additional Exposure: Corporate credit support (as needed) Contact: contactus@wallstreetpersonnel.com
Role Summary The Portfolio Analyst / Associate supports the Fixed Income Portfolio Manager in the day‑to‑day management, execution, and risk oversight of fixed income portfolios, with a core focus on securitized products and portfolio risk discipline. The role also supports the Bank’s investment portfolio under the Treasurer through securitized surveillance, risk analytics, and interest‑rate risk inputs. This is not a primary underwriting role. Success is defined by strong execution discipline, high‑quality monitoring and analysis, and clear, decision‑ready communication that supports both portfolio management and Treasurer‑level discussions.
Responsibilities
Trade Maintenance & Execution (Primary Day‑to‑Day Focus)
Support execution workflows for corporate bonds, money market instruments, and securitized products, including price discovery, dealer runs, comparable analysis, and best‑execution documentation.
Own trade maintenance end‑to‑end: blotter accuracy, allocations, confirmations, settlement follow‑through, exception management, and coordination with operations, custody, and accounting.
Securitized Due Diligence & Surveillance: analyze securitized investments (Agency MBS, ABS, CMBS), produce concise purchase/hold/sell recommendations, monitor duration, yield, DV01, concentration, and guideline adherence.
Rates, Duration Discipline & Portfolio Risk Monitoring: maintain portfolio analytics including duration, DV01, convexity, yield, carry/roll, and liquidity; identify exposure drift and propose adjustments; support scenario analysis and communicate implications.
Qualifications
3–6 years fixed income experience with securitized exposure.
Strong understanding of MBS, ABS, CMBS risk drivers.
Solid bond math foundation.
Bloomberg preferred; Intex/Yield Book/Trepp a plus.
Advanced Excel required; Python/SQL/VBA a plus.
Self‑Starter & Continuous Improvement
Improves workflows and documentation.
Demonstrates ownership and ac
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