Job Details
Description
The Fixed Income Analyst - ALM supports the Fixed Income Strategies team by collecting, organizing, and analyzing data to produce and develop Asset/Liability Management Analyses for fixed income clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Assist senior team members in analyzing financial statements, interest rates, liquidity, and credit risk.
- Process monthly and quarterly analyses of clients investment portfolios/balance sheets and various risk measurements using Excel-based and other complex financial models.
- Interact daily with senior team members and sales representatives.
- Interact with clients to obtain data necessary to prepare analyses.
- Manage special project demands of senior team members.
QUALIFICATIONS
- Solid math and analytical skills.
- Strong attention to detail.
- Strong organizational skills with the ability to manage multiple tasks, priorities, and deadlines.
- Strong computer skills.
- Excellent verbal and written communication skills.
- Ability to quickly learn new software programs.
- Strong work ethic.
- Must be able to understand and interpret financial data.
- Must be able to communicate their findings to their clients clearly and precisely.
- Be able to think critically and make sound investment decisions.
EDUCATION AND EXPERIENCE
- Minimum required Bachelors degree in finance, accounting, economics or business.
- Minimum required 0-2 years of related experience required.
LICENSES AND CREDENTIALS
- Minimum required SIE, FINRA Series 7 and Series 63 or must be obtained within 6 months.
SYSTEMS AND TECHNOLOGY
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook.
Qualifications
Skills
Behaviors
Motivations
Education
Required
Bachelors or better in FINANCE or related field.