What are the responsibilities and job description for the Fixed Income Portfolio Analyst position at Evergreen Gavekal?
We are a rapidly growing regional wealth manager with offices in Bellevue, Portland, San Francisco, and Napa, managing over $5 billion in Assets Under Management. Our culture fosters creative thinking, an entrepreneurial mindset, and a willingness to take on diverse responsibilities. Evergreen Gavekal offers a comprehensive suite of investment services to guide affluent families through the complexities of managing wealth.
The Fixed Income Portfolio Analyst will play a critical role in Evergreen’s investment evaluation process. This position reports to the Chief Investment Officer and works closely with the broader investment team. The ideal candidate will have strong analytical skills, a proactive work ethic, and the ability to operate with a high degree of autonomy. We seek a professional who is passionate about fixed income markets, demonstrates intellectual curiosity, and is eager to contribute to the firm’s investment success.
Key Responsibilities:
- Conduct fundamental and quantitative analysis of fixed income securities across various sectors, in public and private markets, providing actionable investment recommendations.
- Collaborate with the investment team to support portfolio construction, risk management, and asset allocation strategies.
- Track macroeconomic trends, interest rate movements, and credit markets to assess potential portfolio implications.
- Develop and maintain models for security valuation, scenario analysis, and fund flows using advanced spreadsheet and statistical techniques.
- Execute trades through various custodians and trading platforms while ensuring precision and compliance with investment mandates.
- Support due diligence and monitoring of external investment managers and fixed income funds.
- Maintain and enhance databases, ensuring accurate collection and synthesis of research information.
- Prepare clear and insightful written reports, presentations, and market updates for both internal stakeholders and clients.
- Assist with ad hoc research projects and contribute to the development of investment strategies.
Required Qualifications:
- Minimum 3 years of related experience in investment analysis, fixed income research, or a similar role.
- High integrity and a strong sense of responsibility.
- Bachelor's degree (BA/BS) in Finance, Economics, Mathematics, or a related field.
- Strong written and verbal communication skills, with the ability to articulate investment insights clearly.
- Proficiency in digital research tools and financial market analysis.
- Detail-oriented mindset with a deep understanding of risk management and trade execution.
- Ability to thrive in a fast-paced, team-oriented environment and collaborate across departments.
Preferred Qualifications:
- Experience using Bloomberg Terminal or other financial data platforms.
- CFA charter holder or actively pursuing the CFA designation.
- Prior experience in the financial industry, with a solid understanding of fixed income and/or equity markets.
- Familiarity with performance attribution, fixed income risk modeling, and credit analysis.
Why Join Evergreen?
- Opportunity to work in a dynamic, high-growth investment firm with a collaborative culture.
- Competitive compensation and benefits package, with support for professional development.
- The ability to make a meaningful impact in a firm that values innovative thinking and intellectual curiosity.
- This role provides a pathway to senior investment roles within the firm and offers direct exposure to high-level investment decision-making.