Senior Fixed Income Analyst

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

Our Modern, Flexible Workplace:

 

We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers and coworkers.

It is anticipated that an incumbent in this role will work onsite 100% of the time and will have a dedicated workspace. Work location is subject to change based on business needs.

Summary of the Job:

 

We are seeking an experienced fixed income analyst to join our investment team. A successful candidate will be able to demonstrate a commitment to value-based investment principles, and a history of analyzing and recommending fixed income investments, primarily in the corporate credit sector, for inclusion in our managed portfolios. Our analysts spend the majority of their time identifying new investment opportunities and monitoring current portfolio holdings. In addition, all analysts participate in regular investment meetings and are asked to contribute to the discussion and evaluation of ideas proposed by other team members.

About This Role:

 

Key Accountabilities

 

1.       Develop New Investment Ideas:  Analyze and propose new investment ideas for our fixed income strategies.  Conduct fundamental, independent research combined with relative value analysis to form recommendations.  Prepare research reports and supporting documentation and present recommendations to portfolio managers.

2.       Ongoing Research and Industry Coverage:  Analyze and monitor existing security holdings in the various fixed income strategies for assigned sectors and/or asset classes.  Conduct credit analysis, cross-sector relative value estimates, and monitor sector and industry trends.

3.       Investment Committee Meetings:  Actively participate in investment committee meetings to improve the overall quality of our research and investment process.  Constructively critique the analysis of peers and defend your investment ideas within the quantitative, qualitative and business outlook framework.

4.       Trading:  Assist in executing trades and building relationships with brokers and other market participants

5.       Client/Vendor Relationships:  Assist with research and preparation of materials for presentations to current and prospective clients.  Aid in maintaining vendor relationships as needed.

The Ideal Candidate for This Role:

 

Primary Qualifications

• Five or more years of fixed income securities analysis experience, preferably corporate credit.
• CFA Charter holder, or progress toward the CFA charter.
• In depth knowledge of the investment industry, finance, accounting, and economics.
• Excellent analytical and decision-making skills.
• Superior written and verbal communication skills.

Secondary Qualifications

• Exposure to BondEdge or other Fixed Income portfolio management applications and other fixed income analytical tools (e.g., Bloomberg).
• Understanding of structured securities such as ABS/CMBS.

Compensation:

 

Compensation range (base pay): $124,343.00-$211,384.00

This role may have a specific starting pay within this range.

Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.

Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

• Medical, Dental, Vision Insurance

• 401k, With Matching Contributions

• Time Off Programs

• Health Savings Account (HSA)/Dependent Care

• Employee Banking

• Growth Opportunities

• Tuition Assistance

• Short-Term/L