Jobs
>
Cincinnati

    Senior Fixed Income Analyst - Cincinnati, United States - Western & Southern Life

    Default job background
    Description

    Overview:

    Summary of Responsibilities:

    The Senior Fixed Income Analyst works closely with the Securitized Products Group portfolio managers to enhance the portfolio management process via the development and maintenance of various databases, financial models and information systems. The Senior Fixed Income Analyst interfaces with the middle office, accounting, settlements, actuarial and marketing functions to facilitate the flow of information between all areas. The analyst is exposed to all facets of the fixed income portfolio management process, including portfolio structuring, security analysis, trading, risk management and reporting. This experience should provide the foundation for advancement into research or portfolio management. Works with minimal supervision and is responsible to make an established range of decisions, escalating to Manager when necessary and updating Manager on a regular basis.

    Responsibilities:

    Position Responsibilities:

    Works with middle office analysts to produces daily, monthly and quarterly reporting for internal risk management as well as customized and standardized reporting for all affiliated and external clients. Responsible for the oversight and enhancement of existing databases, financial models and reporting systems includes data integrity and process optimization. Performs ad hoc analysis of macro-economic variables, analysis of various fixed income subsectors, analysis of individual securities or issuer platforms, top-down portfolio exposure analysis and any other ad hoc analytical requests from both internal and external constituents. Assists with the implementation, maintenance and use of front-end portfolio management systems (PORT) and assimilates data from various third-party systems, including PAM, PACE, Intex, Trepp and Bloomberg.

    Interfaces with accounting, IT, actuarial, and marketing functions to facilitate flow of information between all areas.

    Analyze securities in specific subsectors (TBD) of the securitized market with the ability to recommend securities for inclusion in total return fixed income mandates and ALM mandates with goal of generating alpha or matching liabilities, respectively.

    • Cultivates and maintains relationships with external research, sales, syndication and trading teams.

    Performs other duties as assigned by management.

    Qualifications:

    Selection Criteria:

    • Typically requires 3+ years of proven successful experience in structured products markets or demonstrated strong interest in the fixed income asset management business.
    • Demonstrated excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner.
    • Proven ability to effectively interact and communicate with all levels of staff and management.
    • Demonstrated strong analytical skills including data anlaysis in Excel (VBA preferred) and data visualization tools.
    • Proven ability to conceptualize, implement and use new tools and methodologies.
    • Ability to work under multiple deadlines and minimal supervision.
    • Demonstrated experience effectively influencing a group to a recommended course of action.
    • Proven strong quantitative and mathematical skills.
    • Demonstrated desire and initiative to strive for continuous improvement and excellence.
    • Proven strong team orientation. Must provide examples from working experience of going above and beyond to promote the interets of the team.

    Work Setting:

    • Works in an office setting and frequently remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
    • Visual acuity to read a variety of correspondence, reports and forms, and to prepare and analyze data.

    Educational Requirements:

    • Bachelors degree in finance, accounting, economics, or quantitative-related field.

    Computer Skills and Knowledge of Hardware & Software Required:

    • Microsoft Office applications with a strong working knowledge of Microsoft Excel. Knowledge of Visual Basic programming and database software a plus.

    Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):

    • CFA designation or willingness to work toward obtaining the CFA or MBA is preferred

    Position Demands:

    • Extended hours required during peak workloads or special projects.


  • Fort Washington Investment Advisors, Inc. Cincinnati, United States

    Welcome to Western & Southern Financial Group – Our focus on creating value for our customers through everything we do is foundational to who we are. We provide meaningful and challenging work for our associates, a key facet of our incredible culture that helps make Western & Sou ...


  • Fort Washington Investment Advisors Cincinnati, United States

    Welcome to Western & Southern Financial Group – Our focus on creating value for our customers through everything we do is foundational to who we are. We provide meaningful and challenging work for our associates, a key facet of our incredible culture that helps make Western & Sou ...


  • Fort Washington Investment Advisors Cincinnati, United States

    Welcome to Western & Southern Financial Group – Our focus on creating value for our customers through everything we do is foundational to who we are. We provide meaningful and challenging work for our associates, a key facet of our incredible culture that helps make Western & Sou ...


  • Fort Washington Investment Advisors, Inc. Cincinnati, United States

    Welcome to Western & Southern Financial Group – Our focus on creating value for our customers through everything we do is foundational to who we are. We provide meaningful and challenging work for our associates, a key facet of our incredible culture that helps make Western & Sou ...

  • Western & Southern Mutual Holding Company, Inc.

    Senior Case Analyst

    3 weeks ago


    Western & Southern Mutual Holding Company, Inc. CINCINNATI, United States

    Analyzes, researches, interprets and authorizes nonforfeiture options, premium income, second-level unique contract changes and New Business applications. Responsible for making informed decisions and manually calculating fund values for interest-sen Analyst, Accounting, Technica ...


  • Expense Reduction Analysts Cincinnati, United States

    *US Candidates only* · Expense Reduction Analysts (ERA) is calling entrepreneurial individuals to take advantage of a business ownership opportunity in the Cost Reduction Consulting Industry. As a business owner, you will own and operate a high-margin, low-overhead business, spe ...


  • Ohio Shared Information Services, Inc. Cincinnati, United States

    The OSIS Service Desk Analyst tier I is responsible for first-call ticket resolution, high-quality customer service and properly documenting member issues to facilitate a smooth ticket escalation between the Service Desk and other departments to ensure timely ticket closure. · J ...


  • Fifth Third Bank Cincinnati, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Works under minimal supervision while performing various clerical and system related ta ...


  • Stifel Blue Ash, United States

    Summary · The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with c ...


  • Stifel Blue Ash, United States

    Summary · The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with c ...


  • Federal Home Loan Bank Cincinnati Cincinnati, United States

    Sr. Business Intelligence Reporting Analyst · General Summary: · Designs, builds, implements, and produces dashboards utilizing financial data and analyses. Sources, collects, analyzes, and visualizes data to provide insights that support operations, analyses, and decision-maki ...


  • Federal Home Loan Bank Cincinnati, United States

    Sr. Business Intelligence Reporting Analyst · General Summary: · Designs, builds, implements, and produces dashboards utilizing financial data and analyses. Sources, collects, analyzes, and visualizes data to provide insights that support operations, analyses, and decision-maki ...


  • Federal Home Loan Bank Cincinnati Cincinnati, United States

    Sr. Business Intelligence Reporting Analyst · General Summary: · Designs, builds, implements, and produces dashboards utilizing financial data and analyses. Sources, collects, analyzes, and visualizes data to provide insights that support operations, analyses, and decision-maki ...

  • Kao USA, Inc.

    Credit Analyst

    3 weeks ago


    Kao USA, Inc. Cincinnati, United States

    The role: · The Credit Analyst will monitor all domestic and affiliate international accounts for past due balances. The Credit Analyst will also monitor all domestic and affiliate international accounts for ongoing credit worthiness. The Credit Analyst will help maintain an app ...


  • Insight Global Cincinnati, United States

    This Sr Quantitative Risk Analyst will be joining a team of eight at a bank in Cincinnati, OH. They will be provides advanced level of financial and quantitative analyses, modeling, and research in support of monitoring, assessing, reporting, and collaborating on financial and ri ...


  • Fifth Third Cincinnati, United States

    Treasury Quantitative Analyst I page is loaded · Treasury Quantitative Analyst I · Apply · locations · Cincinnati, OH · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · R49889 · Make banking a Fifth Third better · We connect great people to ...


  • MassMutual Ascend Cincinnati, United States

    · As a leading provider of annuities, MassMutual Ascend is committed to taking financial futures above and beyond. This means offering innovative products that fit our customers' unique needs – whether it's protecting their hard-earned savings, receiving guaranteed income or pro ...


  • Fifth Third Bank, N.A. Cincinnati, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · General Function: · Treasury Quantitative Analysts are responsible for providing data, analytical and qua ...


  • Fifth Third Cincinnati, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · General Function: Treasury Quantitative Analysts are responsible for providing data, analytical and quant ...


  • Fifth Third Cincinnati, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · General Function: · Treasury Quantitative Analysts are responsible for providing data, analytical and qu ...