Portfolio Analyst & Trader

About the Role

We are seeking a Portfolio Analyst & Trader to join our Core Bond, Core Plus, and US Rates teams. This role plays a pivotal role in strategy implementation across institutional separate accounts and commingled funds, working closely with Senior Portfolio Managers and Traders. This role reports to the Lead Portfolio Manager for Core Bond and Core Plus.

Key Responsibilities

• Coordinate portfolio construction and implementation for Core Bond, Core Plus, and US Rates portfolios, including a detailed understanding of objectives and guidelines.
• Monitor portfolio exposures, performance, and risk to inform portfolio strategy and maintain targeted exposures.
• Develop expertise in portfolio management systems and processes. Identify opportunities for continuous improvement.
• Execute trades in Treasuries (as well as related derivatives), TIPS, supranationals, and agencies across electronic and voice platforms.
• Develop and maintain relationships with sales and trading counterparties on the sell-side.
• Collaborate with colleagues in middle office and operations to ensure orderly trading and workflow.

Requirements & Tech Stack

• Experience with trading platforms, financial market data sources, and portfolio management systems.
• Fluency with AI tools.

Qualifications

• 0-4 years of experience in trading or research on the buy-side or sell-side; fixed income experience preferred.
• Bachelor’s degree required; strong academic credentials in Economics, Finance, Accounting, Engineering, Mathematics, or a related field preferred.
• Interest in financial markets, macroeconomics, and investing; familiarity with fixed income concepts preferred.
• Analytical skills; capable of creatively solving problems.
• Interpersonal and communication skills.
• Motivated and resourceful self-starter.
• Attention to detail and organizational skills.