Portfolio Specialist - Fixed Income presso Northwestern Mutual
Northwestern Mutual · Milwaukee, Stati Uniti d'America · Onsite
- Professional
- Ufficio in Milwaukee
Summary:
The Portfolio Specialist provides critical data management expertise to the Fixed Income team. This position requires data analytics experience, securities and trading knowledge and strong communication skills.
Primary Duties & Responsibilities
Analyzes quantitatively and qualitatively fixed income securities.
General understanding of credit fundamentals, and their impact on fixed income securities pricing.
Utilizes proper tools, analyzes and recommends individual Fixed Income securities for purchase or sale.
Understand general portfolio analytics, their application and recommends tactical positioning of portfolios based on this analysis, both from a macro and portfolio level point of view.
Reconciles daily book of business analytics, daily cash numbers, and overnight market moving analysis.
Performs portfolio write ups for advisors, when necessary, in a professional and thought-out manner.
Communicates outcomes of analysis to senior management in a professional manner.
Qualifications
Bachelor's degree in Computer Science, Information Technology, MIS, Mathematics, Statistics, Finance, Economics, Business, or a related field
At least 2 years of experience performing quantitative data analysis utilizing analytical tools.
Experience with Perform® Software and Bloomberg are desired.
Strong analytical and Excel skills are required, experience with Visualization tools like PowerBI or Tableau are desired.
General understanding of securities, trading markets.
Strong written/verbal communication skills.
Compensation Range:
Pay Range - Start:
Pay Range - End:
$112,060.00Geographic Specific Pay Structure:
We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
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Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
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