Fixed Income Analyst

Atlanta, Georgia (US)
Salary based on experience.
May 13, 2019
Jun 12, 2019
Industry Sector
Asset Management
Employment Type
Full Time


Specific duties include:

  • Monitor credit and duration of existing holdings of municipal and corporate securities.  Perform credit analysis of potential investment securities for existing clients.
  • Work with other fixed income associates and the Bond Policy Committee to research new investment ideas for portfolio consideration.
  • Execute individual fixed income transactions as needed.
  • Focus on improvement in the areas of fixed income trading, credit modeling, and monitoring systems.
  • Input municipal trade details into proprietary spreadsheet application in order to assist Fixed Income Portfolio Managers in assessing trends in the municipal bond market
  • Maintain the securities databases, which consist of approximately 3,500 individual securities. Includes updating credit ratings, updating bonds that may have been pre-refunded or Escrowed to Maturity, updating variable coupon rates, updating security descriptions, etc.
  • Maintain databases on existing holdings as to credit worthiness.
  • Create portfolio reviews for existing clients and prospects and participate in the presentation of these materials.


The ideal individual’s qualifications include:

  • Strong attention to detail and ability to multi-task under pressure
  • Proficiency in Microsoft Excel, Word, & PowerPoint
  • Strong communication skills (both verbal and written)
  • Good problem-solving and analytical skills
  • Ability to work independently and in a team environment
  • Bachelor’s degree in a field related to the industry
  • Experience with Advent APX a plus
  • Experience with Bloomberg analytics
  • Designations such as CFA, CIPM, or work towards any of these is desirable.
  • The individual must be able to demonstrate a high level of initiative, collaborate with teammates, and have self-discipline to produce high quality work while facing strict deadlines on multiple requests.