Job Summary

Our client would like to consider external candidates for a Fixed Income Analyst. Fixed Income Analyst Responsibilities Under broad supervision will be to manage fixed income portfolios, research, and recommend various investment vehicles (with a primary emphasis on a fixed income – credit analysis and monitoring) for client investment. Also, work in a team environment with other Research Analysts with the additional responsibility of fixed income trading.

  • Minimum Qualification: Degree
  • Experience Level: Mid level
  • Experience Length: 3 years

Job Description/Requirements

Job Description:

  • Manage client fixed income portfolio in conjunction with our Wealth Management Advisors.
  • Develop position swap strategies for managing fixed income portfolio duration.
  • Monitor credit and duration of existing holdings to assess continued exposure.
  • Research new investment ideas for portfolio consideration.
  • Execute individual fixed income transactions while adhering to the fixed income 4-point test.
  • Focus on continuous improvement in the areas of fixed income trading, credit modeling, and monitoring systems.
  • Provide research and input in the development of the Greenleaf Trust-approved asset allocation strategy.
  • Support Wealth Management Advisors with client-specific requests.
  • Develop seminar and conference call materials and participate in the presentation of this material.
  • Initiate, monitor successfully execute and settle primarily fixed income trades in conjunction with GLT Operations, Wealth Management Advisors, and outside brokerage relationships.
  • All other duties as assigned.


  • Bachelor’s Degree and 3-5years experience in financial analysis (ideally fixed income/credit analysis or trading) or equivalent education and experience.
  • Chartered Financial Analyst designation required.
  • Expert Excel knowledge and experience required.
  • Strong Bloomberg knowledge and experience desired.


  • Strong communications skills.
  • Strong thought leadership and analytical ability.
  • Detailed oriented.
  • Strong ability in the identification and implementation of process and systems improvements.
  • Ability to develop and refine complex financial models, analytical processes, and methodologies.
  • Ability to collaborate with other team members to develop and grow a robust learning environment among the Research Team.
  • Strong decision-making and consensus-building skills required in the asset selection process.
  • Self-motivated, ability to work independently while fully functioning in a team environment.
  • Ability to maintain a positive attitude while investment recommendations are reviewed and challenged by other Research Team members.
  • Ability to monitor and assess numerous data sources, industry sectors, asset classes, and investments.
  • Ability to work successfully in a cross-functional environment with Wealth Management Advisors, Compliance, and Operations on trades and other issues tied to Research Team.
  • Ability to work in a complex environment and successfully perform with multiple priorities.
  • Ability to fully and successfully complete trades / resolve issues in the area of fixed income trades.
  • Creatively develop new investment strategies, robust risk mitigation approaches, and process improvements.

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| Full Time |
NGN Confidential
| Full Time |
NGN Confidential
| Full Time |
NGN Less than 75,000