We require a Portfolio Assistant/Fixed Income Analyst to provide support to the Fixed Income Service and conduct Fixed Income research.

Key Accountabilities

Fixed Income Research:

• Contribute to the investment process for monitored fixed income ideas.
• Prepare initial qualitative and quantitative background information on selected new investment ideas for discussion with Head of Bond Research (HBR).
• Read and interpret company results – produce concise written summaries and investment conclusions on the monitored bond holdings.
• Assist in production and maintenance of due diligence reports (DDQs), research notes, various scanning tools, bonds lists and sample bonds portfolios.

Fixed Income Service – portfolio management support:

• Assist HBR in portfolio management functions including assessing bonds availability in the secondary market, securities trading, booking of trades, allocations to individual clients’ accounts.
• Participate in client and corporate meetings and step in to represent HBR when needed.
• Communicate with Investment Managers including responding to queries and providing updates on the FIS, individual corporate bond investments and FIS portfolios.
• Assist HBR in regular reviews of FIS portfolios.
• Build and maintain relationships with external contacts, including third-party research providers, rating agencies, external dealers, bookrunners and corporates.
• Maintain Fixed Income intranet ensuring it is kept up to date with latest stock comments and investment cases.
• Provide holiday cover for the HBR.

Competencies / Skillset

• Getting things done
• Communication & Sharing Knowledge
• Customer Service
• Effectiveness & Adaptability
• Team Working
• Excellent written and verbal communication
• Willing to use initiative
• Strong numeracy skills

Qualifications / Experience Required

• Entrepreneurially minded, hard-working person, with strong academic credentials
• Proficiency in Excel
• Interest in and understanding of investment markets, particularly corporate bonds
• 2 years of relevant industry experience
• Experience of using FactSet and Bloomberg an advantage

Contractual Hours

8.00am – 5.30pm, Monday to Friday

Get In Touch

Please send a CV and covering letter to recruitment@killik.com with the subject title of the role you are applying for.

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