Analyst, Fixed Income

Position Summary Based in Philadelphia, the Analyst will report to Fixed Income Portfolio Manager, Anujeet Sareen.  Analyst will be responsible for assisting the Global Fixed Income team’s efforts in generating alpha within a well-established valuation framework. She/he will provide analytical support by evaluating the portfolio strategy and well as testing macro and value ideas across global fixed income markets. Research conducted must be supported and driven by identifying and monitoring significant macroeconomic themes in countries followed and key events around the world. The Analyst will function as a generalist responsible for monitoring and forecasting policies, politics, and economic indicators while utilizing existing bond/currency valuation models to identify price opportunities. The successful candidate will be expected to produce and maintain reports for both internal and external purposes. He/she will have a strong curiosity in markets, economics and history, and over time, will be expected to have an increased impact on the agenda of the team as they gain experience.

Qualifications

The Analyst should: (i) employ a proactive and team-oriented interpersonal approach that is inspiring to colleagues at all levels; (ii) be an organized and thoughtful investor; and (iii) work collaboratively.  The Analyst will ideally have the following experience and qualifications:

• Strong academic background. CFA or working towards a CFA is preferred, with at least three to five years of work experience in relevant field.
• Demonstrated understanding of fixed income investment management, including bonds and currencies.
• Self-starter and driven personality. Strong sense of accountability.
• Comfort with the use of quantitative modeling.
• High degree of intellectual curiosity and creativity. The Analyst must be a strong macro-thinker, but also a multi-dimensional and thoughtful person.
• Technologically oriented.
• Ability to distill large amounts of information and analysis succinctly, including updating and distributing research and analysis in an organized and consistent fashion.

Major Responsibilities

The Analyst will assist in analysis of investment ideas through identifying global top-down themes impacting the global fixed income universe. Working with the other members of the Brandywine Global fixed income team, the successful candidate will complete ad hoc projects as assigned by portfolio managers and partner with the team to help generate superior investment results for clients. These may include updating tools to assist in reviewing economic data and financial markets, replicating existing models, backtesting strategies, producing presentations for prospects and clients, and the preparation and distribution of reports to the investment team. She/he will monitor market developments and technical drivers to anticipate market moves and credit-worthiness. Through research rigor and studying macroeconomic trends, the successful candidate will help the portfolio managers craft a differentiated view and identify valuation anomalies in the marketplace to seek alpha for the funds.

Compensation and Opportunity

Our client offers competitive compensation and benefits.  Future opportunities are limited only by the successful candidate’s capacity to contribute to the growth and success of the company.

Firm Overview

Brandywine Global was incorporated in 1986 as Brandywine Asset Management, LLC. After building a track record with large- and small-cap domestic value strategies, the firm sought to increase the depth and breadth of products to meet the needs of their clients. In 1992, they introduced their first global fixed income strategies.

In January 1998, Brandywine Global became a wholly owned but independently operated subsidiary of Legg Mason, Inc. In July 2020, Legg Mason, Inc. was acquired by Franklin Resources, Inc. As a Specialist Investment Manager of Franklin Resources, Inc., Brandywine Global continues to retain complete investment autonomy and full control over all management, strategic, and employment decisions with the backing of and ability to leverage the scale and resources of a global leader in asset management.

Since its founding, Brandywine Global has pursued one investment approach: value investing. Through in-depth research studies and practical experience, the founding partners determined that value-style investing—whether in equity or fixed income markets, domestically or internationally—may provide excellent risk-adjusted returns over full investment cycles.

Their dedication to this approach earned them a reputation as pioneers in the field of value investing. Today, their teams of investment professionals take great pride in this designation and continue to carry on the vision. Only by being creative and diligent can investors identify and capture value across all markets and time periods to deliver excellent risk-adjusted, long-term performance.