Junior Portfolio Manager
BGS Consulting, Washington, District of Columbia, United States
Financial Analyst
The Financial Analyst will support the day‑to‑day management and oversight of the Trust’s investment‑grade fixed income portfolio, with a primary focus on portfolio analytics, reporting, and operational execution. This role will serve as a key resource to the Portfolio Management team, with significant responsibility for maintaining data integrity, enhancing analytical infrastructure, and leading the effort to upgrade portfolio systems and reporting capabilities. The position is designed as a foundational role within the investment team, with the opportunity to develop toward increased investment responsibilities over time.
Essential Job Functions The Financial Analyst will work closely with the Portfolio Managers and Senior Financial Analyst.
Responsibilities
Prepare and analyze portfolio reports, including performance, attribution, and risk metrics
Monitor portfolio positioning, including duration, cash balances, and compliance with investment guidelines
Review trade, settlement, and valuation data to ensure accuracy and consistency across systems
Lead the effort to evaluate, enhance, and upgrade portfolio management systems and reporting infrastructure
Serve as the primary point of contact for portfolio systems, data integrity, and reporting processes
Develop and maintain portfolio analytics, models, and reporting tools to improve investment team workflows
Partner with operations, risk, and compliance teams to resolve data, reporting, and process‑related issues
Support ad hoc analysis and projects for Portfolio Managers and senior leadership
Requirements
1–3 years of experience in fixed income, investment management, or a related analytical role
Advanced proficiency in Excel, including financial modeling and data analysis
Experience with or exposure to Bloomberg and/or portfolio management systems preferred
Strong interest in fixed income markets
Demonstrated ability to work with large datasets and maintain high standards of data accuracy and integrity
Strong analytical and problem‑solving skills with exceptional attention to detail
Ability to manage multiple priorities and operate effectively in a deadline‑driven environment
Strong interpersonal and communication skills; ability to work collaboratively across teams
Self‑starter with a proactive approach to identifying and improving processes and systems
Education / Certifications Degree in finance, economics, mathematics, or other related quantitative/analytical field from an accredited college or university. CFA designation or progress toward CFA designation is preferred. Candidates who do not hold the CFA designation will be expected to actively pursue it as a requirement of the role.
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Essential Job Functions The Financial Analyst will work closely with the Portfolio Managers and Senior Financial Analyst.
Responsibilities
Prepare and analyze portfolio reports, including performance, attribution, and risk metrics
Monitor portfolio positioning, including duration, cash balances, and compliance with investment guidelines
Review trade, settlement, and valuation data to ensure accuracy and consistency across systems
Lead the effort to evaluate, enhance, and upgrade portfolio management systems and reporting infrastructure
Serve as the primary point of contact for portfolio systems, data integrity, and reporting processes
Develop and maintain portfolio analytics, models, and reporting tools to improve investment team workflows
Partner with operations, risk, and compliance teams to resolve data, reporting, and process‑related issues
Support ad hoc analysis and projects for Portfolio Managers and senior leadership
Requirements
1–3 years of experience in fixed income, investment management, or a related analytical role
Advanced proficiency in Excel, including financial modeling and data analysis
Experience with or exposure to Bloomberg and/or portfolio management systems preferred
Strong interest in fixed income markets
Demonstrated ability to work with large datasets and maintain high standards of data accuracy and integrity
Strong analytical and problem‑solving skills with exceptional attention to detail
Ability to manage multiple priorities and operate effectively in a deadline‑driven environment
Strong interpersonal and communication skills; ability to work collaboratively across teams
Self‑starter with a proactive approach to identifying and improving processes and systems
Education / Certifications Degree in finance, economics, mathematics, or other related quantitative/analytical field from an accredited college or university. CFA designation or progress toward CFA designation is preferred. Candidates who do not hold the CFA designation will be expected to actively pursue it as a requirement of the role.
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