Evergreen Gavekal · 2 months ago
Fixed Income Portfolio Analyst
Bellevue, WA
Full-time
Onsite
Mid Level
3+ years expEvergreen Gavekal is a rapidly growing regional wealth manager managing over $5 billion in Assets Under Management. The Fixed Income Portfolio Analyst will conduct fundamental and quantitative analysis of fixed income securities and collaborate with the investment team to support portfolio construction and risk management.
Asset ManagementFinancial ServicesRisk ManagementWealth Management
Responsibilities
Conduct fundamental and quantitative analysis of fixed income securities across various sectors, in public and private markets, providing actionable investment recommendations
Collaborate with the investment team to support portfolio construction, risk management, and asset allocation strategies
Track macroeconomic trends, interest rate movements, and credit markets to assess potential portfolio implications
Develop and maintain models for security valuation, scenario analysis, and fund flows using advanced spreadsheet and statistical techniques
Execute trades through various custodians and trading platforms while ensuring precision and compliance with investment mandates
Support due diligence and monitoring of external investment managers and fixed income funds
Maintain and enhance databases, ensuring accurate collection and synthesis of research information
Prepare clear and insightful written reports, presentations, and market updates for both internal stakeholders and clients
Assist with ad hoc research projects and contribute to the development of investment strategies
Qualification
Required
Minimum 3 years of related experience in investment analysis, fixed income research, or a similar role
High integrity and a strong sense of responsibility
Bachelor's degree (BA/BS) in Finance, Economics, Mathematics, or a related field
Strong written and verbal communication skills, with the ability to articulate investment insights clearly
Proficiency in digital research tools and financial market analysis
Detail-oriented mindset with a deep understanding of risk management and trade execution
Ability to thrive in a fast-paced, team-oriented environment and collaborate across departments
Preferred
Experience using Bloomberg Terminal or other financial data platforms
CFA charter holder or actively pursuing the CFA designation
Prior experience in the financial industry, with a solid understanding of fixed income and/or equity markets
Familiarity with performance attribution, fixed income risk modeling, and credit analysis
Benefits
Competitive compensation and benefits package
Support for professional development
Company
Evergreen Gavekal
Evergreen Gavekal provides private wealth management, investment strategies, financial planning, tax and portfolio management services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christopher Dankworth
Managing Director & Partner at Evergreen GaveKal
David Hay
Chief Investment Officer/Principal
Company data provided by crunchbase