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: Bachelor's 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.

Education

• Bachelors or better in FINANCE or related field