Fixed Income Analyst jobs in Wisconsin

Fixed Income Analyst conducts analysis on debt or fixed income securities in order to make recommendations regarding investment strategy. Stays abreast of trends and news, such as competitive position and financial stability of organizations, in order to identify potential risks. Being a Fixed Income Analyst requires a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be a Fixed Income Analyst typically requires 0-2 years of related experience. Works on projects/matters of limited complexity in a support role. Work is closely managed. (Copyright 2024 Salary.com)

A
Portfolio Specialist - Fixed Income
  • Allspring Global Investments
  • Menomonee Falls, WI FULL_TIME
  • Description
    Elevate Your Career Work where your ideas have impact

    COMPANY

    Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visit .

    At Allspring, unique views inspire us. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. We strive to attract and retain a diverse talent pool that enables us to better serve our global client base. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement. It's also essential for elevating the experience of our clients as well as the communities in which we operate. Thank you for considering Allspring as you explore the next step in your career journey.

    POSITION

    Fixed Income Portfolio Specialist 1 (FIPS-1) are value add members of the investment teams. FIPS-1 are responsible for working with senior members of the team to help to develop and grow the AUM/revenue of their respective team by ensuring that their team's products are aligned with each distribution channel; creating content to support the team's products; directly marketing to internal constituents and external clients; and assisting the PMs with the business and financial management of their team.

    This role will support the Plus Fixed Income team.

    RESPONSIBILITIES

    • Develop expert level product knowledge with ability to clearly articulate and market portfolio strategies to internal constituents and external clients.
    • Develop and deliver high impact presentation decks for various Plus Fixed Income products.
    • Manage RFP process for Plus Fixed Income team and write quarterly/monthly commentaries for respective strategies.
    • Coordinate development of thought leadership pieces and other client materials.
    • Use the firm's different communication channels to help promote the Plus team's products/brand and maximize the team's messaging impact.
    • Participate in investment strategy meetings with investment team.
    • Help prepare and participate in finals presentations, consultant meetings, etc.
    • Provide clients, prospects, and consultants with ongoing updates regarding the investment philosophy, process, and performance of portfolios
    • Coordinate the team's content schedule with Marketing to ensure timely and efficient production.
    • Help deliver a quarterly performance scorecard for the team.

    CANDIDATE

    The candidate should be a dynamic individual that can work in a fast-paced role that interfaces with a wide range of constituents, including senior portfolio managers, analysts, internal sales people and external clients. The candidate should have very strong interpersonal skills, be quantitatively competent, analytically rigorous, and able to write with a flair. In addition, this person should have a keen interest in investment management with some understanding of the fixed income markets.

    REQUIRED QUALIFICATIONS

    • BA/BS or equivalent. An emphasis in finance, economics or quantitative/analytical field preferred.
    • 1 years of investment management experience.

    PREFERRED QUALIFICATIONS

    • 3-5 years of financial services experience.
    • Successful experience in fixed income and bond markets.
    • Superior verbal and written communication skills.
    • Experience leveraging multimedia tools to create investment views and opinions for diverse audiences including creating PowerPoint presentations, charts and graphs for investment clients.
    • Quantitative skills across a variety of data management systems.
    • Understanding of investment products, operations, and servicing requirements.
    • Experience in communicating with institutional investors, consultants and/or internal sales.
    • Familiarity or proficiency in use of Bloomberg, Charles River and/or Factset.
    • An understanding of investments or client portfolio reporting.
    • Strong independent thinking skills, demonstrated problem solving skills.
    • Demonstrate flexibility, communication, teamwork, and leadership across all levels of interactions.
    • CFA/MBA also helpful, but not required.

    #LI-KC1

    We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.



    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

     

  • 1 Month Ago

A
Portfolio Specialist - Fixed Income
  • Allspring Careers
  • Menomonee Falls, WI FULL_TIME
  • Elevate Your Career Work where your ideas have impact COMPANY Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solution...
  • 1 Month Ago

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Entry Level CSR - Work From Home
  • American Income Life Insurance Company
  • Milwaukee, WI FULL_TIME
  • We are looking for an individual with great customer service skills for one of the main supplemental benefits companies in the nation for over 65 years! The Company is expanding in our territories and...
  • 13 Days Ago

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Portfolio Director
  • Housing Low Income Families and Individuals
  • Milwaukee, WI FULL_TIME
  • Portfolio Director is responsible for the general management and oversight of all properties assigned to the portfolio; properties may include HUD Section 8, Low Income Housing Tax Credit, HUD 202, HU...
  • 30 Days Ago

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Fixed Route Bus Operator
  • City of Racine
  • Racine, WI FULL_TIME
  • Job Description INTRODUCTION: Providing Mobility and Independence through the provision of safe and reliable transit. POSITION PURPOSE:Provides safe, reliable, courteous transportation services to cus...
  • 18 Days Ago

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Fixed Route Bus Operator
  • City of Racine
  • WI 53405, WI PART_TIME
  • INTRODUCTION: Providing Mobility and Independence through the provision of safe and reliable transit. POSITION PURPOSE:Provides safe, reliable, courteous transportation services to customers of the Be...
  • 29 Days Ago

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Senior Fixed Income Analyst
  • Fort Washington Investment Advisors, Inc.
  • Cincinnati, OH
  • Welcome to Western & Southern Financial Group – Our focus on creating value for our customers through everything we do i...
  • 4/24/2024 12:00:00 AM

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Fixed Income Quantitative Analyst, Index Products
  • Fidelity TalentSource LLC
  • Merrimack, NH
  • Job Description: The Group Quantitative Research and Investing (QRI) is an investments and research division within Asse...
  • 4/24/2024 12:00:00 AM

M
Fixed Income Credit Lead
  • MassMutual
  • Boston, MA
  • The Opportunity The primary responsibility of this role is to research, analyze and monitor opportunities and risks acro...
  • 4/24/2024 12:00:00 AM

F
Fixed Income Quantitative Analyst (Municipal Bonds)
  • Fidelity TalentSource LLC
  • Merrimack, NH
  • Job Description: The Group Quantitative Research and Investing (QRI) is an investments and research division within Asse...
  • 4/23/2024 12:00:00 AM

I
Senior Fixed Income Analyst
  • Intercontinental Exchange Holdings, Inc.
  • New York, NY
  • Overview: Job Purpose ICE Data Services, a subsidiary of Intercontinental Exchange, is looking for a Senior Fixed Income...
  • 4/23/2024 12:00:00 AM

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Fixed Income Quantitative Analyst, Securitized Products
  • Fidelity TalentSource LLC
  • Merrimack, NH
  • Job Description: The Group Quantitative Research and Investing (QRI) is an investments and research division within Asse...
  • 4/23/2024 12:00:00 AM

M
Fixed Income Credit Lead
  • MassMutual
  • Hartford, CT
  • The Opportunity The primary responsibility of this role is to research, analyze and monitor opportunities and risks acro...
  • 4/23/2024 12:00:00 AM

B
Fixed Income Analyst - Banking and Financial Sectors
  • Brown Brothers Harriman & Co.
  • New York, NY
  • At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you thi...
  • 4/21/2024 12:00:00 AM

Wisconsin is bordered by the Montreal River; Lake Superior and Michigan to the north; by Lake Michigan to the east; by Illinois to the south; and by Iowa to the southwest and Minnesota to the northwest. A border dispute with Michigan was settled by two cases, both Wisconsin v. Michigan, in 1934 and 1935. The state's boundaries include the Mississippi River and St. Croix River in the west, and the Menominee River in the northeast. With its location between the Great Lakes and the Mississippi River, Wisconsin is home to a wide variety of geographical features. The state is divided into five dist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Fixed Income Analyst jobs
$61,158 to $124,090