Junior Analyst, Investments (Hybrid)

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

The Structured Securities Junior Analyst plays a critical role in helping the portfolio management team operate effectively, make informed decisions, and manage risk in a complex fixed income environment. This position sits at the center of portfolio construction, trading, and investment analysis—giving the analyst direct exposure to how a multi-billion-dollar portfolio is managed day to day.

You will monitor key portfolio risk metrics, build and produce reports that inform senior decision-makers, support the trading process in real time, and contribute to the evaluation of new investment opportunities. The work is hands-on, offering a front-row view of how markets move, how trades get executed, and how investment ideas become portfolio holdings.

The role is important because it strengthens the team’s ability to respond quickly to market developments, maintain accurate and timely information, and execute complex transactions with precision. It is interesting because you will learn how fixed income markets function, how structured securities are underwritten and valued, and how portfolio managers balance risk and return across a wide range of assets. The Junior Analyst develops foundational investment skills while contributing directly to the team’s trading, monitoring, and portfolio decision-making.

Job Responsibilities

• Support daily trading and portfolio activity. Assist with trading process, track dealer runs, prepare trade summaries, setup new securities in our trading systems, and ensure trades flow cleanly through compliance and operations. Monitor settlements, pricing, and market color throughout the day.
• Contribute to investment analysis and underwriting. Help gather data, build or refresh models, run scenario analyses, and participate in early-stage evaluation of new deals. Summarize key points for senior analysts and portfolio managers to support buy/sell decisions.
• Maintain portfolio and risk monitoring tools. Update surveillance data, create dashboards, collateral reports, and exposure summaries. Identify trends or performance changes and escalate anything that looks unusual or requires follow-up.
• Perform research and market work. Monitor market news, dealer commentary, and asset-class developments. Pull comparable deals, secondary levels, and maintain reference materials used by the team for relative-value work.
• Support reporting and internal communication. Prepare materials for investment committee, working groups, weekly team meetings, and ad hoc leadership requests. Ensure data accuracy and maintain a clean, consistent reporting framework.
• Build relationships with internal and external partners. Work closely with traders, PMs, risk, compliance, operations, and IT. Interact with dealers, managers, and analysts to gather information and support execution.

The above list reflects the core day-to-day expectations; additional responsibilities may evolve as the analyst grows.

Job Requirements

Education, experience, skills, and abilities required for success in the role.

• A genuine interest in markets and fixed income, with the curiosity to dig into complex structures, collateral pools, and data-heavy investment problems.
• Bachelor’s degree required; MBA or CFA (or active progress toward the CFA) is preferred and demonstrates long-term commitment to the investment profession.
• 0-2 years of relevant experience (full-time roles or substantive internships) in investing, financial services, or a related analytical field.
• Strong analytical horsepower: comfort working in Excel at an advanced level, the ability to interpret large datasets, and a readiness to learn new tools quickly. Experience with data visualization, programming, or investment analytical systems (Bloomberg, Intex, etc.) is a plus.
• Clear and concise communication skills, both written and verbal, with the ability to summarize complex ideas for senior decision-makers.
• Practical judgment and reliability: the ability to prioritize, operate under deadlines, and produce accurate work with limited supervision.
• Collaborative