Fixed Income Reporting Analyst
4 days ago
This is an exciting opportunity to contribute to a global team while gaining significant exposure to the investment management industry. You will collaborate across multiple teams-Portfolio Analytics, Client Service, Portfolio Management, Marketing, RFP, and Legal-to contribute to strategic marketing initiatives and gain exposure to projects across various asset classes and sales distribution channels.
The estimated salary for this position is £50,000 - £65,000 per annum, depending on experience.
Key Responsibilities:
- Develop an in-depth understanding of global fixed income strategies to produce client reports and portfolio review presentations.
- Run performance attribution reports and conduct ad-hoc analysis on key drivers of portfolio performance.
- Assist with the global client analytics reporting process, ensuring compliance with investment management agreements (IMAs).
- Serve as the main contact for portfolio data and statistics, ensuring accurate and timely responses.
- Enhance key reporting tools, working with IT to improve the quality of client-facing deliverables.
- Participate in firm-wide strategic client service initiatives and contribute to efficiency-focused projects.
- Communicate effectively with investment strategy experts, incorporating feedback from investment, sales, and legal teams.
- Develop and maintain Python scripts to automate data analysis and improve workflow efficiency.
Qualifications:
- Proficient in using Python for workflow automation.
- Advanced skills in Excel and PowerPoint are essential.
- A Bachelor's degree in Finance, Business, Science, or Mathematics is preferred.
- 4+ years of post-graduate experience in asset management is advantageous.
- Strong understanding of financial markets, fixed income, investment strategies, and performance attribution analysis.
- Experience in creating complex, formula-driven spreadsheets, pivot tables, and macros.
- Strong analytical skills, with the ability to interpret statistics and fixed income market data.
- Experience building presentations with data-driven slides, including graphics.
- Motivated team player, with a proactive, self-starting approach and a strong attention to detail.
- Excellent organisational skills and ability to prioritise tasks in a fast-paced, deadline-driven environment.
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