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About the Role

The portfolio analyst will support the Investment Grade Income team by aiding in strategy implementation within Structured Products. This role involves client requests, trade support, portfolio monitoring, and interfacing with internal teams.

Responsibilities

• Support Portfolio Managers with daily portfolio analytic and trading tasks.
• Provide daily support for institutional client base and sales and marketing efforts.
• Maintain, update, and develop spreadsheets to support models, provide for presentations and meet reporting needs.
• Complete weekly, monthly, and quarterly tasks including portfolio characteristics, return information, performance attribution, market commentary, and presentations for internal and external clients.

Requirements

• An undergraduate degree in business administration, finance, economics, statistics, or accounting is preferred.
• Proven analytical, problem solving, and quantitative abilities demonstrated through coursework and experience.
• Ability to design clear and concise PowerPoint presentations.
• Ability to interpret complex concepts and translate them into easy-to-understand graphs, charts, and visual graphics.
• Strong technical skills with demonstrated experience in advanced Excel formulas and functions.
• Superior organizational, interpersonal, verbal, and written communication abilities.
• Demonstrated leadership ability, a quick intellect, and a willingness to work in a "hands-on" environment.
• Business experience through internship, co-op, part-time, or full-time position preferred.
• Ability to manage multiple tasks in a fast-paced and fluid environment.
• Remain in stationary position for prolonged periods of time.
• Operate computer programs and software.
• Ability to communicate effectively with audiences in person and in electronic formats.
• Day-to-day contact with others (co-workers and/or public).
• Ability to work in a collaborative business environment in close quarters with peers and varying interruptions.
• Applicants must be legally authorized to work in The United States without sponsorship now or in the future.

Skills

• Advanced Excel formulas and functions
• PowerPoint presentation design
• Capital markets knowledge
• Bloomberg
• FactSet
• FXConnect
• Macroeconomic trends
• Fixed income markets

Location

• San Francisco, CA

Work Type

• Hybrid
• 4 days in-office per week

Experience Level

• Preferred business experience through internship, co-op, part-time, or full-time position

Education Level

• Undergraduate degree in business administration, finance, economics, statistics, or accounting preferred

Salary/Compensations

• $90,000 - $120,000

Benefits

• Participation in an incentive program linked to performance (e.g., annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)

About the Company

• We are an Equal Opportunity/Affirmative Action Employer.

Equal Opportunity

• We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.