The Fixed Income Investment Analyst, working under direct supervision, provides support to assigned Portfolio Manager and focuses on developing analytical skills and growing investment acumen. This role provides direct support to assigned portfolio whether that is fixed income, equity, or alternative investments by performing economic, sector and sub-asset class allocation, recommending specific securities, executing trades, and performing ongoing monitoring of securities and portfolios. but may be asked to support activities across the portfolios or other department initiatives as needed.

• Develops and maintains written credit evaluations including issuer overview, industry and competitive analysis, ratio analysis and other relevant information based on qualitative and fundamental factors.
• Works to define the optimal sub-asset class allocation for each portfolio. Responsible for full life-cycle of investments, including sub-asset class research, portfolio construction, trading, and attribution.
• Prepares investment data and financial information reports for portfolio management, risk management, financial management and regulatory oversight purposes. Makes regular presentations to the Investment Committee with investment insights.
• Monitors, analyzes, reviews, and reports on performance returns, attribution, and risk reporting metrics for securities in investment portfolios and maintains ongoing watch list.
• Builds and maintains industry and company-specific models with the goal of understanding the economic drivers of a business. Conducts economic studies to maintain up-to-date information on holdings and recommends additional purchases, sales, or exchanges.
• Reviews investment management agreements and guidelines to check for appropriate provisions to ensure that appropriate trading documentation can be executed.
• Monitors market activity including analysis of market news and discussions with industry limited partner peers and selected industry advisors, monitors domestic and world situations, analyzing their effect on underlying investments to ensure the general partners are successful fiduciaries in pursuit of their given strategies.
• Monitors projected cash, identifies specific fund-level investment decisions, and determines timing of commitments. Assesses investment attractiveness by translating insights into valuation estimates using multiple methods to yield recommendations for the portfolio managers review that outperform the assigned benchmark.
• Attends and participates in internal portfolio management and strategy review meetings to represent risk management and keep up with market developments, sector views and trading strategies.
• Participates in calls with regulators and external auditors to review portfolio actions, OTTI and other potential investment portfolio impacts.
• Participates in periodic assessments of third-party advisors, brokers, and technology providers.

• 0-2 years of experience in Investment Analysis or a related field.
• Bachelor's degree in Business, Finance, Accounting, Actuarial Science, Engineering, Economics or related field and/or commensurate experience.