Fixed Income Analyst Job Description
Fixed income analyst
provides fundamental coverage of a sector within the global fixed income markets, with particular focus on the U.S.
Fixed Income Analyst Duties & Responsibilities
To write an effective fixed income analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included fixed income analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Working adjacent to COO of Fixed Income in various control monitoring functions, procedure/ process maintenance and development items for the Fixed income group
Research and resolve fixed income compliance issues relating to corporate trading, municipal trading and underwriting, and fixed income institutional sales
Research and resolve compliance issues relating to the Firm’s fixed income taxable and tax-exempt sales & trading operations
Update written supervisory procedures relating to the Firm’s fixed income sales and trading operations
Ensure fixed income sales & trading supervisors carry out the Firm’s supervisory responsibilities
Assist the Firm’s Examination Group with drafting audit plans and conducting on-site examinations of the Firm’s fixed income sales & trading offices
Assist with vendor management, entitlement management and relationship management with various Fixed Income vendors
Create and update detailed PowerPoint presentations and Excel spreadsheets
Prepare, update and maintain product language and data for fixed income products in the RFP databases
Develop product knowledge on fixed income investments and all USFI products
Fixed Income Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Fixed Income Analyst
List any licenses or certifications required by the position: CFA, ITIL, DA, BA
Education for Fixed Income Analyst
Typically a job would require a certain level of education.
Employers hiring for the fixed income analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Economics, Business, Accounting, Computer Science, Engineering, Mathematics, MBA, Graduate, Statistics
Skills for Fixed Income Analyst
Desired skills for fixed income analyst include:
Fixed income
Fixed Income Markets
Bloomberg
Computer programming
Information technology
Statistical analysis
Assigned markets
Excel
Fixed Income Securities issued in the Asia Pacific region
Desired experience for fixed income analyst includes:
Work with sales & trading supervisors to ensure that systems to monitor sales & trading information are current
Familiarity and experience with bond and loan covenants
Fluency in a second European language is preferred
The role will be in NY and it will require daily communication and interaction with Global teams in London, Paris and Pune
The candidate will represent IT in regulatory round tables with various stakeholders
Minimum of 7 to 10 years of experience as a BA in the financial industry with a strong and proven background in business analysis and/or project management
Fixed Income Analyst Examples
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Fixed Income Analyst Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of fixed income analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for fixed income analyst
- Establishing and Implementing index management procedures to match the Index Provider's methodologies
- Ensure quality & timeliness for all index data including index fundamentals, price-level data, vendor data
- Work closely with other internal departments and resources including Global Data, Core Product, PORT, and R&D to develop workflows, quality assurance, and product enhancements
- Assist with writing of product and client commentaries and updates
- Prepare data and update product presentations and client marketing material including fund fact sheets, sales aids and quarterly investment reports
- Update consultant and client databases with product data and portfolio information
- Provide ad hoc analysis and responses for data related client queries
- Create in-depth earnings reports including financial projections, credit valuation and recommendations based on expected performance
- Present detailed and persuasive company reports to PMs reviewing potential investment ideas
- Consult with management on proposed investment ideas and strategies
Qualifications for fixed income analyst
- Able to cut through ambiguity and define next steps, requirements and objectives
- Ability to take the lead proactively and with sensitivity in dealing with a senior audience and peers
- Ability to work with business users and other global teams in technology
- Ability to manage relationships with the Front Office in different regions
- Able to translate business needs into technical objectives and vice versus
- Ability to set direction and see efforts through to implementation
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Fixed Income Analyst Job Description
Job Description Example
Our growing company is hiring for a fixed income analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for fixed income analyst
- Work on quantitative portfolio manager tasks for a team of investment grade credit portfolio managers
- Work across team to implement enhancements/changes to their processes if necessary to ensure investment strategies are consistent with communicated philosophy
- Maintain and develop the existing analytical infrastructure, prepare quarterly performance attribution and benchmark comparisons
- Conduct research to deepen the team's understanding of indices and competitor groups and assist in developing strategies to outperform them
- Liaise with industry sources to capture and develop new investment ideas
- Foster the development of global views across outer-office teams
- Provide analysis and expertise in the system configuration of Charles River Development V9
- Accurately document V9 standard configuration set ups
- Work as part of the project team to gather requirements from the required business areas
- Have a strong understanding of OTC Derivatives including pricing and analytics
Qualifications for fixed income analyst
- Ability to set role model of “can do” attitude, positive motivation
- May design, implement and improve workflows, assign projects
- Must be fluent in English, fluency in a second European language is preferred
- Bachelor’s degree and 3-6 years of financial services experience, preferably in asset management
- BA/BS in Business, Finance, Mathematics, Economics or equivalent work experience
- Keen interest towards project management
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Fixed Income Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of fixed income analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for fixed income analyst
- Make buy, sell and hold recommendations to Financial Advisors
- Develop and maintain written credit recommendations of specific credit issues
- Complete analysis on preferred shares and communicate credit trends within sectors individual issuers
- Report on trends in all sectors of the IG Corporate market and provide relative value recommendations
- Assisting portfolio managers with day to day management of six Core/Core Plus mutual funds - maintaining duration/key rate positioning, cash balances, sector allocations, and notional derivatives exposure
- Structuring and implementing duration and yield curve trades across Core/Core Plus mutual funds using securities, futures, and swaps
- Providing data and commentary for Core Relative Value Packet monitoring beta adjusted credit risk
- Coordinating with Complex Securities Committee on derivative exposures
- Conduct fundamental credit analysis with emphasis on financial modeling to identify profitable corporate bonds for the portfolo
- Create in-depth reports including financial projections, credit evaluation and recommendations based on expected performance
Qualifications for fixed income analyst
- Experience in data workflow applications
- Commitment to enhancing and developing products/processes
- Ability to work collaboratively with people across groups
- Minimum of 3-5 years of experience in relevant areas
- Good knowledge of Accounting (General Accounting, Accounts Receivables, Accounts Payables)
- Professional French desirable
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Fixed Income Analyst Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of fixed income analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for fixed income analyst
- Performing data analysis on the valuation of tradable market securities (bonds, equities, Mutual Funds, ETFs, etc)
- Analyze the incidents thoroughly (logs analysis,etc… )
- Escalate the incidents to appropriate development team (support level 3) when required
- Ensure the continuity of the business by a strong relationship with the local helpdesk-support team, the infrastructure teams, and the other PRD teams in EMEA
- Guarantee a high level of service & quality by industrialising the different processes and participating to the local and global projects and by communicating about it
- Take part to transversal initiatives across ITEC/PRD/EMA
- Ensure knowledge of traders is up to date on the applications
- Updating senior analysts/ portfolio managers on major company or sector news events, rating actions
- Maintain client portfolios in the analytic system
- Collaborate with business groups to define solutions to business needs
Qualifications for fixed income analyst
- A very high GPA
- Detailed knowledge and ability with Excel and PowerPoint
- Programming skills in Matlab w/sufficient knowledge of C/C++, VB, KdB/Q, etc
- Basic understanding of Fixed Income products (bond math), specifically MBS/ABS
- 1 to 3 years related experience (middle office, settlements, operations)
- Familiarity of generating various daily reports regarding the foreign settlement purging and full clean up of settled trades
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Fixed Income Analyst Job Description
Job Description Example
Our company is looking to fill the role of fixed income analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for fixed income analyst
- Provide on-going support and troubleshooting production and test issues to perform root cause analysis, reconciliations, recommending corrective action and leading the resolution efforts
- Taking deep analytical dives on data while being able to conceptualize, synthesize and critically evaluate gathered information, and communicate findings and recommendations
- Participates in planning sessions with a client to implement process improvement within an assigned client area
- Understands client’s priorities of projects and requests
- Partner with business users, internal technology team and external vendors to understand requirements, and identify solutions to support business needs
- Initiate and project manage business process reviews and workflow changes
- Define and document functional and technical requirements, strategic delivery approach, priorities, key deliverables and timelines
- Manages system issues appropriately and escalate to senior management where needed
- Trade Input - borrow and loan returns, recalls and repos re-rates
- Manage positions for excess and return allocation to Security Lenders
Qualifications for fixed income analyst
- Must be fluent in the math and concepts of fixed income instruments (corporate bonds, treasuries, futures, CDS, sovereign bonds, foreign currencies, ) with proven achievement in deliverables consistently requiring precision and accuracy
- You will have experience in within the European securitized marketand making investment decisions
- Bachelor’s degree, preferably in Business, Finance, Economics or Computer Science
- 2+ years of progressive Business Analyst, Technical Analyst or related experience, preferably in the Financial Services industry
- Experience with Microsoft Excel, Access and/or SQL Server
- Prior Fixed Income experience a strong plus