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Investment Management

Fixed Income Portfolio Analyst

Chicago, IL

About the Role

Global Advisers is seeking a Fixed Income Portfolio Analyst in Chicago, IL to support fixed-income portfolio construction, security analysis, trading preparation, and ongoing monitoring across taxable and tax-exempt strategies. The role is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high standards of accuracy, client service, and professional conduct.

Responsibilities

  • Analyze yield, duration, credit quality, call features, liquidity, and relative value across fixed-income securities.
  • Support municipal, corporate, Treasury, agency, and cash-management portfolio reviews.
  • Prepare trade lists, portfolio analytics, and pre- and post-trade documentation.
  • Monitor maturities, calls, credit events, and portfolio cash flows.
  • Maintain fixed-income research and contribute to investment committee materials.
  • Coordinate with operations and advisors to support accurate implementation and client reporting.

Qualifications

  • Bachelor's degree in finance, economics, accounting, mathematics, or a related field.
  • Two or more years of fixed-income, investment research, portfolio analytics, trading support, or related experience preferred.
  • Understanding of bond mathematics, yield measures, duration, credit risk, and portfolio construction.
  • Strong Excel and analytical skills.
  • High attention to detail and ability to work with time-sensitive investment information.

Preferred Qualifications

  • Progress toward CFA® designation.
  • Experience with municipal bonds, portfolio accounting systems, Bloomberg, or FactSet.

Skills for This Role

Fixed Income Analysis, Credit Analysis, Municipal Bond Analysis, Portfolio Analytics, Trade Execution, Performance Attribution, Bloomberg, Excel

How We Evaluate Candidates

Global Advisers operates as a meritocracy. We evaluate candidates against the requirements of the role, demonstrated capability, judgment, initiative, professionalism, and the quality of their work.

Employment Notices

Equal Employment Opportunity

Global Advisers provides equal employment opportunity to qualified applicants and employees without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. Employment decisions are based on merit, qualifications, performance, and legitimate business needs. Global Advisers does not tolerate unlawful discrimination, harassment, or retaliation.

Reasonable Accommodation

Global Advisers is committed to providing reasonable accommodation to qualified applicants with disabilities during the recruiting and application process. If you need an accommodation to apply for a role, contact careers@globaladvisers.com. Requests for accommodation are considered in accordance with applicable law.

Employment Information

Role requirements, compensation, benefits, work arrangements, licensing requirements, and employment eligibility are position-specific and subject to applicable law. Any background, credential, or licensing review is conducted only as appropriate for the role and in accordance with applicable federal, state, and local requirements.