About the Firm
We are a leading buy-side investment management firm with over $100 billion in Assets Under Management (AUM), serving institutional and high-net-worth clients globally. Our firm offers a full range of investment strategies across fixed income, equities, and multi-asset portfolios.
We are committed to delivering customized, research-driven investment solutions and maintaining a culture of excellence, collaboration, and integrity.
Position Overview
We are seeking a highly motivated Portfolio Analyst to join our Core Bond / Fixed Income team in Downtown Los Angeles.
This role will support senior portfolio managers and strategists across portfolio construction, risk management, performance analytics, and investment implementation. The ideal candidate is detail-oriented, analytical, and eager to grow within a top-tier buy-side investment environment.
Key Responsibilities
• Support portfolio managers with portfolio monitoring, construction, and risk analysis
• Manage investment-related activities including:
• Cash management
• Duration and yield targets
• Sector allocation
• Exposure monitoring
• Assist with trade setup, compliance reviews, and execution support for:
• New issues
• Secondary trades
• Inflows and outflows
• Collaborate with research analysts to:
• Evaluate credit opportunities
• Monitor existing holdings
• Support investment recommendations
• Work closely with trading teams to implement portfolio strategies
• Conduct performance attribution and analysis across fixed income strategies
• Develop, maintain, and enhance analytical and reporting tools
• Ensure data accuracy and integrity across internal systems
• Automate recurring reports and ad-hoc analysis
• Prepare client-facing materials including:
• Market commentary
• Performance reports
• Presentations
• Portfolio updates
• Support marketing and client service efforts as needed
Qualifications
• Proactive, self-motivated professional with strong ownership mentality
• High attention to detail and strong organizational skills
• Strong analytical, quantitative, and problem-solving abilities
• Advanced proficiency in:
• Python
• SQL
• Excel
• Experience with data visualization tools (e.g., Tableau) is a plus
• Ability to think critically and improve operational processes
• Excellent written and verbal communication skills
• Team-oriented mindset with a “get it done” attitude
• 3–7 years of relevant experience in asset management, investment analysis, or related fields preferred
Education & Certifications
• Bachelor’s degree required (Finance, Economics, Mathematics, or related field preferred)
• CFA designation or progress toward CFA is strongly preferred
Compensation & Benefits
• Base Salary: $100,000 – $150,000
• Discretionary performance bonus
• 401(k) with profit-sharing
• Comprehensive medical, dental, vision, and life insurance
• Paid time off and holidays
• Professional development support
Work Environment
This role is based in our Downtown Los Angeles office and requires full-time, in-office presence during market hours. Our collaborative culture promotes mentorship, professional growth, and long-term career development.
