[Remote] Fixed Income Analyst
Note: The job is a remote job and is open to candidates in USA. Alderson Loop is a company that supports investment professionals through accurate performance analysis. They are seeking a Senior Analyst for Fixed Income Attribution who will provide expertise in fixed income processes and ensure the accuracy of performance data.
Responsibilities
- Understand the end-to-end process for fixed income attribution analysis, including transaction loading to vendor platforms, security mapping, return reconciliation, attribution reconciliation, and interpretation of results
- Analyze and define business issues, opportunities, and enhancements, and help implement solutions to improve reporting processes and technology surrounding the fixed income attribution platform
- Use technical knowledge and business expertise to recommend and design solutions to complex business problems, including supporting development and testing for fixed income attribution platforms
- Analyze and review business requirements for complex projects, determine feasibility, develop project documentation and proposals, and make recommendations to managers and business partners
- Serve as an escalation point for system or business process issues and manage relationships with affected stakeholders to ensure deadlines and expectations are met
- Apply sound business judgment, technical knowledge, and project management experience to navigate institutional business lines and influence outcomes where appropriate
- Work with investment staff and stakeholders to explain attribution results and help ensure models align with portfolio management objectives
Skills
- Bachelor's degree in Finance, Accounting, Economics, Mathematics, Business, or a related field, or an equivalent combination of education and relevant experience
- 3+ years of experience in investment performance measurement, portfolio accounting, performance accounting, attribution analysis, or investment operations
- Hands-on experience with Bloomberg PORT, including transaction validation, performance analysis, and reconciliation activities
- Experience reconciling holdings, transactions, returns, and performance data across investment platforms and reporting systems
- Experience supporting fixed income portfolios and investment performance reporting processes
- Advanced Microsoft Excel skills, including data analysis, reconciliation, and reporting
- Experience communicating performance and attribution results to investment professionals and business stakeholders
- Experience working with FactSet or other performance measurement and attribution platforms
- Understanding of fixed income securities, portfolio characteristics, and sources of return
- Working knowledge of SQL and relational databases
- Experience participating in performance measurement, attribution, or reporting platform enhancements and transformation initiatives
- Progress toward or completion of a CIPM, CFA, or other relevant investment industry designation
Company Overview