Analytic Recruiting Inc. · 10 hours ago
Fixed Income Investment Analyst
Texas, United States
Full-time
Onsite
Mid, Senior Level
5+ years expAnalytic Recruiting Inc. is seeking an experienced Fixed Income Portfolio Attribution and Performance Analyst. The role involves calculating investment returns, analyzing performance drivers, and presenting insights to senior management, while working closely with investment professionals.
Human ResourcesSmall and Medium BusinessesStaffing Agency
Hiring Manager
Jim Geiger
Responsibilities
Calculation of investment returns and performance attribution using sophisticated attribution methodologies
Analyze and explain drivers of performance
Interacting with investment professionals throughout the firm
Daily work will involve data creation, report generation, and presentation of insightful analysis to senior managers, portfolio managers, and quantitative analysts. Converting numbers to narrative
The candidate will be expected to work on strategic projects based on portfolio performance data and work with IT to automate the analysis and reporting of performance data
Qualification
Required
3-7 years of experience as a Fixed Income Portfolio Attribution and Performance Analyst
Advanced Excel and Python skills
Strong understanding of the Yield Curve, Spreads, and Duration changes
Current experience working with Fixed Income Portfolio managers
Ability to convert complex real estate loan and mortgage data into strategic insights
Ability to create a narrative for the real estate investment team on a daily, weekly, and monthly basis
Ability to automate and scale new performance and attribution models
Not on the client reporting side but directly supporting actual fixed-income investment managers
Willingness to work in the Dallas office 4 days a week
Strong connection (family or friends) that would motivate relocation to Dallas
Quantitative abilities
Statistical programming skills in Python, SQL, R
Tableau data visualization skills
Experience with Brinson, FactSet, Bloomberg PORT, Aladdin, and Risk Metrics
Superb communication skills
5+ years of relevant experience in fixed-income and real estate investments with a hedge fund or an asset management firm
Preferred
Master's or CFA preferred
Top university degree (advanced is preferred) in a quantitative discipline (mathematics, statistics, engineering, etc)
Benefits
An attractive compensation and benefits package
Company
Analytic Recruiting Inc.
Since 1980, Analytic Recruiting has been a trusted leader in specialized staffing solutions, connecting top-tier talent with organizations seeking advanced quantitative and technology-driven expertise.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase