Portfolio Analyst (Fixed Income)
Atlantic Group, New York, NY, United States
Job Overview
Compensation: $90,000 – $105,000/year + bonus. Job #48100.
Location: New York, NY. Schedule: Monday to Friday (Hybrid). Employment type: Perm (Contingency).
Atlantic Group is hiring a Portfolio Analyst (Fixed Income) in New York, NY for our client, supporting portfolio management, trading, and investment analytics across fixed income strategies.
In this hybrid role, you will monitor portfolio activity, manage cash flows, prepare client reporting, and conduct investment research while leveraging Bloomberg, portfolio management systems, and advanced Excel to support investment decision-making.
Responsibilities
Portfolio Monitoring & Analytics: Review portfolios to ensure alignment with investment guidelines and support portfolio adjustments.
Cash Flow & Trade Support: Manage daily cash activity, submit trade tickets, and support rebalancing and transactions.
Client Reporting: Prepare performance reports and presentation materials for client reviews and meetings.
Research & Risk Analysis: Monitor holdings, run risk reports, and support portfolio positioning decisions.
Operational Support: Partner with trading, operations, compliance, and client service teams to resolve issues and support accounts.
Qualifications
Education: Bachelor’s degree in Finance, Economics, Accounting, or a related field required.
Certification: FINRA Series 7 and 63 required, with Series 52 preferred.
Experience: 1-3 years of portfolio analytics, trading support, or fixed income experience within asset management, banking, or an investment firm.
Industry Knowledge: Strong understanding of fixed income markets, portfolio construction, performance reporting, and investment risk metrics.
Technical Skills: Experience with Bloomberg, portfolio management systems, CRM platforms, and advanced Excel proficiency required.
Skills & Attributes: Detail-oriented and proactive professional with strong analytical skills, intellectual curiosity, and the ability to manage multiple priorities in a fast-paced investment environment.
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Location: New York, NY. Schedule: Monday to Friday (Hybrid). Employment type: Perm (Contingency).
Atlantic Group is hiring a Portfolio Analyst (Fixed Income) in New York, NY for our client, supporting portfolio management, trading, and investment analytics across fixed income strategies.
In this hybrid role, you will monitor portfolio activity, manage cash flows, prepare client reporting, and conduct investment research while leveraging Bloomberg, portfolio management systems, and advanced Excel to support investment decision-making.
Responsibilities
Portfolio Monitoring & Analytics: Review portfolios to ensure alignment with investment guidelines and support portfolio adjustments.
Cash Flow & Trade Support: Manage daily cash activity, submit trade tickets, and support rebalancing and transactions.
Client Reporting: Prepare performance reports and presentation materials for client reviews and meetings.
Research & Risk Analysis: Monitor holdings, run risk reports, and support portfolio positioning decisions.
Operational Support: Partner with trading, operations, compliance, and client service teams to resolve issues and support accounts.
Qualifications
Education: Bachelor’s degree in Finance, Economics, Accounting, or a related field required.
Certification: FINRA Series 7 and 63 required, with Series 52 preferred.
Experience: 1-3 years of portfolio analytics, trading support, or fixed income experience within asset management, banking, or an investment firm.
Industry Knowledge: Strong understanding of fixed income markets, portfolio construction, performance reporting, and investment risk metrics.
Technical Skills: Experience with Bloomberg, portfolio management systems, CRM platforms, and advanced Excel proficiency required.
Skills & Attributes: Detail-oriented and proactive professional with strong analytical skills, intellectual curiosity, and the ability to manage multiple priorities in a fast-paced investment environment.
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