Fixed Income Investment Analyst

About the Role

Xponance is seeking a Fixed Income Investment Analyst to join the firm’s Fixed Income investment team. This role offers hands-on exposure to the investment process, working closely with portfolio managers and traders across portfolio analytics, market research, trading support, reporting, and data-driven projects. It is well suited for a recent college graduate or early-career professional with strong analytical skills, an interest in financial markets, and a desire to learn. The ideal candidate is intellectually curious, detail-oriented, highly motivated, and comfortable taking ownership of projects. Over time, this role offers the opportunity to develop deeper expertise in portfolio management and trading while helping the team improve and automate its analytical tools and processes.

Key Responsibilities

Portfolio & Investment Support

• Support portfolio managers and traders with daily portfolio monitoring, market analysis, and investment research.
• Maintain economic dashboards, market data, and recurring portfolio analytics.
• Develop an understanding of portfolio positioning, including duration, yield curve, sector, and security exposures.
• Analyze market, portfolio, and historical data to help identify trends and support investment decisions.
• Produce portfolio characteristics, performance analytics, and reporting for clients and consultants.
• Contribute analysis and data to market commentary, investment outlooks, and other team research.

Trading & Portfolio Operations

• Monitor existing holdings, new issues, and broader market activity alongside portfolio managers and traders.
• Assist with trade allocations and coordinate with operations to ensure accurate and timely settlement.
• Track portfolio, trading, and brokerage activity for internal reporting and compliance requirements.
• Maintain trading-related data and reporting, including approved broker information.
• Interact with brokers and other market participants and develop toward increased trading responsibilities over time.

Analytics & Data Technology

• Use tools such as Excel, Bloomberg, FactSet, Power BI, Python, and APIs to analyze portfolio and market data.
• Build and improve dashboards, analytical tools, and reporting used by the Fixed Income team.
• Identify repetitive or inefficient processes and develop ways to simplify, automate, or improve them.
• Assist in developing new analytical tools, data workflows, and other technology-driven solutions for the investment team.
• Help the team evaluate and adopt new data and technology capabilities as needs evolve.

Qualifications

• Bachelor’s degree required.
• 0–3 years of relevant professional experience.
• Strong academic foundation and demonstrated interest in financial markets and investing.
• Strong quantitative, analytical, and problem-solving skills.
• High level of attention to detail and a commitment to producing accurate work.
• Strong Excel skills.
• Ability and willingness to learn new systems, investment concepts, and technical skills quickly.
• Self-motivated and comfortable taking ownership of assignments with increasing independence.
• Curious and resourceful, with a desire to understand why something works rather than simply completing a task.
• Able to identify problems, suggest improvements, and find better ways to automate or streamline recurring work.
• Highly organized and able to manage multiple priorities in a fast-moving investment environment.
• Clear written and verbal communicator who works well across portfolio management, trading, operations, and compliance.

Experience with Python, Bloomberg, APIs, Power BI, or other analytical tools is a plus, but not required.