First Manhattan · 2 hours ago
Fixed Income Portfolio Analyst
New York, United States
Full-time
Hybrid
Entry Level
$90K/yr - $105K/yr
1+ years expFirst Manhattan is a $36B+ AUM investment advisory firm with over six decades of experience in long-term wealth compounding. The firm is seeking a motivated, experienced professional to work for their Fixed Income team, managing tax-exempt and taxable fixed income for high net worth and institutional clients.
AdviceFinancial ServicesWealth Management
Responsibilities
Constantly review portfolios on an account-by-account basis to ensure that all investment parameters are set up properly and all necessary revisions to client portfolios have been made
Manage day-to-day cash flows, analyze the impact on accounts and provide actionable advice to the PMs when special situations arise (e.g. rebalancing for gifts, account splits, material withdrawals/inflows, etc.)
Submit trade tickets and confirm trade activity
Prepare presentation materials to be shared with clients during periodic meetings to review accounts
Assist with pulling together commentary and data for our team’s weekly, annual and ad-hoc marketing collateral
Research and analyze current data and materials on existing positions (rating upgrades/ downgrades, incorrect data, missing data etc.) and potential new ideas to ensure client portfolios are properly positioned
Run risk reports to help PMs ensure portfolios are in-line with their investment parameters and client requested restrictions
Work with our technology team to create new reports to help PMs more efficiently manage client portfolios
Interfacing regularly with the Shared Services teams (Trading, Client Service, Operations and Compliance)
Familiarity with all aspects of client administration (setting up new accounts, allocation of trades, processing team requests) is important in this role
Perform general troubleshooting. Address a plethora of one-off issues related to, among other things, performance discrepancies, errors, cost basis variances, issues with domestic and foreign custodian banks, etc
Qualification
Required
1-3 years of experience in the financial services industry
Registered (7, 63, 52) or have relevant internship experience and be willing to get registered immediately
Strong technology skills including using a PMS, a CRM, Bloomberg, and proficiency with Microsoft Excel
Analytical skills
Great communication skills
Fierce attention to detail
Ability to work on complex Excel-based projects
Interest in using technology to enhance the team's processes
Experience in asset management or wealth management (not mandatory)
Detail-oriented
Proactive and organized
Ability to work well with other team members and stakeholders
Ability to take ownership of areas of responsibility
Ability to build strong relationships quickly with team and internal stakeholders
Ability to exhibit calm, stress-free efficiency in a hectic environment
Benefits
Discretionary year-end bonus
Company
First Manhattan
First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Zac Wydra
CEO and Portfolio Manager
Recent News
2026-01-13
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