AMVETS Jobs

This job was posted by https://www.arjoblink.arkansas.gov : For more information, please see: https://www.arjoblink.arkansas.gov/jobs/4454139

[Position is located at 500 Broadway in Little Rock, Arkansas.]{olk-copy-source="MessageBody"}

Job Title: Fixed Income Analyst 1

The Fixed Income Analyst 1 performs securities research on municipal, corporate, commercial mortgage backed and other fixed income securities for client portfolios and for the Bank using any reliable printed or electronic media. Analyzes securities and provides investment recommendations to the Chief Investment Officer and Senior Portfolio Manager. Maintains and provides internal credit rating assignments on assigned securities on an on-going basis. Manages a book of assigned client investment portfolios by analyzing and evaluating risk versus return, making investment decisions, and then executing transactions for assigned accounts within the guidelines of investment policy.

What Youll Do at Arvest:(Other duties may be assigned.)

• Investigate and implement new investment ideas for portfolio consideration.
• Focus on continuous improvement in the areas of fixed income trading, credit modeling, and monitoring systems.
• Develop and deliver presentations to portfolio managers to present analysis to current and potential clients.
• Develop and maintain knowledge of markets, portfolios, portfolio manager thinking and positioning, benchmarks, and peers.
• Oversee municipal deal pricing transactions and provide recommendations for investment decisions and allocations.
• Manage a book of fixed income portfolios by analyzing and evaluating risk versus return, making investment decisions, and then executing transactions for assigned accounts within the guidelines of investment policy. Assume responsibility for the performance of these accounts by executing fixed income transaction, make trade allocation, update analysis software, and ensure settlement of trades.
• Analyze financial statements, build financial models, analyze bond covenants, and articulate fundamental/investment opinion to portfolio managers. Develop industry and fundamental outlooks, which also serve as an import into the portfolio construction process.
• Research and analyze financial reports from issuing municipalities and corporations and articulate recommendations of analytical review by creating documentation outlining the analysis and making recommendation.
• Analyze assigned credits and provide written and verbal recommendations and rationale, as well as internal credit rating assignments/changes, to portfolio managers for investment decisions (buy, sell, hold).
• Review and analyze communications from rating agencies (and/or rating agencies and outside research services) and make recommendations for any relevant changes to portfolio managers and/or Investment Officers (IOs).
• Based on analysis and recommendations, respond to inquiries from IOs and Central Trust Operations regarding pricing, settlement problems, security look-up, security information, etc.
• Grow and maintain expertise on multiple investment data applications in order to extract investment data, interpret results, and assist with analysis.
• Understand and comply with bank policy, laws, regulations, and the bank\'s BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.

Toolbox for Success:

• Bachelors degree in finance, Accounting or Economics, or equivalent related experience is required.
• 1 year of related experience working with portfo ios, investment securities or financial analysis required.
• Series 7 or 65 (or 66 or CFA) or the ability to obtain Series 7 or 65 within 120 days of hire required.
• Strong Bloomberg knowledge and experience required.
• Knowledge of investment concepts, terminology, styles, models, strategies, and fundamental investment factors required.
• Knowledge of statistical concepts, methods, and their application to performance calculation required.
• Ability to distill a substantial amount of qualitative and quantitative information (operation and financial) into a succinct, coherent, and actionable investment thesis required.
• Excellent analytical, quantitative, and computing skills required.
• Chartered Financial Analyst (CFA) designation or eligible candidacy of CFA designation is preferred.
• Relevant military experience is considered for veterans and transitioning service members.