Senior Analyst

Senior Analyst, Investment Advisory – Warrenville, IL

 

 Summary

Manages multiple fixed-income portfolios for institutional clients on a non-discretionary basis.  Supports Executive Director and Portfolio Managers of the Investment Advisory.

 Essential Duties and ResponsibilitiesMonitor client portfolio holdingsPerform client portfolio analytics. Use a “total rate of return” approach to securities analyticsCoordinate the Relative Value process supporting the sector analyticsSupport building Sector Allocation Strategies for each benchmark portfolio under managementEvaluate portfolio manager performance on client portfoliosDesign and develop strategies using cash and derivative instruments to structure product that meets the needs of the client.Maintain documentation of analytics performed for all client and prepurchase analytics. Support communications with the investment sales desk regarding investment activities and member needs.  Support broker dealer analytical needs as availability permitsOther responsibilities as assigned.

 Supervisory Responsibilities

None.

 QualificationsThorough knowledge of fixed income investments, asset/liability management, and portfolio management strategies for liability-based portfolios is required.Comprehensive understanding of total return as it applies to fixed income securities and financial institutions balance sheetsStrong quantitative, technical and analytical skills.Ability to prioritize and handle multiple tasks and deadlines.Client-orientation, and ability to work in a team environment.Strong communication skills and attention to detail.Proficient in Microsoft Word and Excel.Proficient in use of Bloomberg, Derivative Solutions’ Fixed Income Manager and other investment systems. Knowledge of Sendero and other ALM packages a plus.Comprehensive knowledge and experience in all of the financial solutions delivered by FSG

 Education And/Or ExperienceBachelors degree in business, economics, mathematics or other quantitative field.CFA and/or MBA is highly desired.Minimum 3-5 years work experience in fixed income capital markets.Experience managing investment portfolios.Thorough knowledge or experience in managing balance sheets

 Language Skills

Must be able to effectively communicate with management, staff, and clients in both written and verbal form.  Ability to write speeches and articles for publication that conform to prescribed style and format.

 Mathematical Skills

Must be able to apply financial concepts and work extensively with numerical data. 

 Reasoning Ability

Must be able to sift through extensive data to determine whether information is reasonable and accurate.  Must also be able to prioritize multiple tasks and find practical ways to improve the quality and efficiency of tasks that are performed.

 Certificates, Licenses, Registrations

None required.

 Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.