Fixed Income Portfolio Analyst Intern - Atlanta, United States - Spelman College

Description

This position is located in Milwaukee, WI working with the Financial Institution Group (FIG). The FIG group works primarily with financial institutions across the banks footprint.

Products and services offered to financial institutions include:

asset/liability modeling and consulting, fixed income sales, investment portfolio analysis and strategy, municipal credit analysis, brokered deposits, investment portfolio accounting, custody and hedging solutions.

The candidate will be responsible for performing fixed income portfolio analytics and other ad hoc investment analysis reports. Will also assist with the asset liability modeling process. This person will also have the opportunity to work with the fixed income sales force to generate portfolio strategies. Candidate will also be responsible for assisting the asset/liability team model balance sheets for risk assessment.

This position will primarily be in office with possibility of a hybrid work model depending on student's schedule and business needs.

Responsibilities:
Support the production of generating client ready investment portfolio analytics

Regularly update and maintain investment analytics software database (BondEdge)
Upload and process investment portfolios
Continually look for ways to improve the process

Collaborate with team to develop analytical models to support portfolio strategy implementation
Conduct ad-hoc research on current issues affecting certain fixed income sectors
Staying up to date on relevant financial news and economic reports impacting fixed income markets
Assist in creating client materials including meeting presentations
Assist the asset/liability team in modeling balance sheets for asset/liability assessments

Qualifications:
Pursuing undergraduate degree with emphasis in finance, accounting, statistics or economics
Ability to work 20-30 hours/week during school and full-time during summer
Passion for investing and financial markets
Strong interpersonal, verbal and written communication skills
Strong PC skills including Excel and PowerPoint applications

Programming experience preferred but not required (i.e. Excel VBA, Python, SQL, etc.)

Strong analytical skills with attention to detail
Strong organizational skills with the ability to work under pressure with strict deadlines
Paid internship while gaining practical experience working alongside fixed income market participants
Gain better understanding of fixed income market concepts such as security valuation, trading and portfolio management strategies
Develop professional connections and relationships

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