Altitude Technology Solutions Inc
Altitude Technology Solutions Inc

Business Analyst – Fixed Income Portfolio Management

New York, NY, US • Posted 3 days ago • Updated 3 days ago
Contract W2
Contract Independent
6 Months
No Travel Required
On-site
$60 - $65/hr
Fitment

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Job Details

Skills

  • Banking
  • Financials
  • Fixed Income
  • Asset Management

Summary

Business Analyst  || New Jersey /New York /Chicago- 3 days onsite (local)
Key Requirement: Understanding "Fixed Income Portfolio Management" and prior experience in Asset Management or Financial Services is a must-have. + STRONG COMMUNICATION SKILLS.
 
 
  • Visa- GC-EAD, H1-B, -EAD
  • DL front and Back copy is mandatory with issue and expiry date

  • For H1-B candidates they must have minimum 3 years of US experience

  • Must have valid Linkedin

  • Candidate must be ok for f2f interview if requested by client for the final round
    •  
     
     
    Role- Business Analyst – Fixed Income Portfolio Management 
     
    Position Overview
     
    Business Analyst supporting Fixed Income Portfolio Management, with a focus on Municipal Bonds, portfolio attributes, calculations, and investment data. The role will work closely with Portfolio Managers, data, and technology teams to translate investment requirements into business rules, data specifications, and functional requirements.
     
     
    Key Responsibilities
     
    • Gather, document, and validate requirements from Portfolio Managers and investment teams
    • Define security and portfolio-level attributes, calculations, and business rules
    • Identify and document data points required by Portfolio Managers for investment analysis and decision-making
    • Support Fixed Income portfolio analytics including yield, duration, spread, ratings, portfolio weights, sector/state exposure, and benchmark characteristics
    • Translate portfolio-management requirements into functional specifications, data mappings, and user stories
    • Analyze and validate investment data using SQL and data analysis
    • Develop test scenarios, support UAT, and investigate data/calculation discrepancies
    • Collaborate with investment, product, data, and technology teams
     
     
    Required Qualifications
     
    • 8+ years of Business Analyst experience in Asset Management or Financial Services
    • Strong Fixed Income domain knowledge, preferably Municipal Bonds
    • Understanding of Fixed Income portfolio management and portfolio analytics
    • Experience defining and validating financial attributes and calculation logic
    • Strong understanding of portfolio, holdings, security master, benchmark, and market/reference data
    • Strong SQL and data-analysis skills
    • Experience working directly with Portfolio Managers or investment teams
     
     
     
    Regards
    Ravi Sharma
    Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
    • Dice Id: 91163703
    • Position Id: 9136752
    • Posted 3 days ago
    Contact the job poster
    Ravi Sharma

    Ravi Sharma

    Recruiter @ Altitude Technology Solutions Inc

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