fixed income analyst

Baird

<p></p><div><div><div><div><div><div><p>Baird Private Wealth Management combines national scale with a culture centered on meaningful relationships &ndash; among clients, advisors and team members.</p><p></p>
<ul><div><b>Milwaukee</b><b>, </b><b>WI</b><b>
</b></div><div></div><div><b>Wealth Solutions Group</b><b>
</b></div><div></div><div><b>R2026355
</b></div><div></div><div><b>Hybrid</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p>We are seeking a Senior Fixed Income Analyst to work with Baird Financial Advisors to find attractive fixed income investment opportunities for our clients. This includes knowledge of all traditional Fixed Income products, including: municipal bonds, corporate bonds, CDs, Agencies, etc. This person will also work closely with Fixed Income trading to identify available inventory to execute Fixed Income recommendations.</p><p>
Some of the day-to-day responsibilities will involve writing a daily fixed income morning update email (6:30am CT start time) to keep FAs apprised of relevant fixed income and economic data. Responsibilities also include working with FAs on account reviews, constructing portfolios or new money proposals (e.g., bond ladders), handling incoming phone calls/requests to the Fixed Income Research area, and authoring relevant educational or thought pieces on timely Fixed Income topics.</p><p>
Work from Baird&rsquo;s global headquarters in Milwaukee, WI, with hybrid flexibility.</p><p><b>
The Impact You&rsquo;ll Make:</b></p><ul><li>
Support Baird Financial Advisors in facilitating their Fixed Income business. This includes, but is not limited to, handling day-to-day questions, researching specific credits, and researching event-driven fixed income topics.</li><li>
Regularly authoring commentary on fixed income markets.</li><li>
Performing account reviews and developing portfolio proposals, including researching specific credits as needed.</li><li>
Travel to Chicago once per month to meet as a broader Fixed Income team.</li><li>
Performs other duties as assigned.</li></ul><p><b>
What You&rsquo;ll Bring to Baird:</b></p><ul><li>
Bachelor&rsquo;s degree in finance, accounting, business, or other related field.</li><li>
10+ years of Fixed Income industry experience, with a preference for candidates with a strong research background.</li><li>
Progress toward the CFA preferred.</li><li>
Must be SIE, Series 7, and Series 63 licensed (or willing to obtain within 6 months of hire).</li><li>
Excellent analytical, written, and verbal communication skills.</li><li>
Strong initiative and work ethic, and an ability to work well both on a team and on a self-directed basis.</li><li>
Experience with Bloomberg.</li><li>
Experience with Bond Works preferred.</li></ul><div><div>
#LI-CM1</div></div></div></div></div></div></div></div><p></p>

Sr Fixed Income Analyst

HilltopSecurities

<div><p>HilltopSecurities is looking to hire a FST Analyst. The qualified FST Analyst will join a rapidly growing strategies team by supporting fixed-income analytics and reporting. This on-site role requires meticulous attention to detail, strong financial acumen, and critical thinking to automate workflows, validate data, and deliver professional client materials. The ideal candidate thrives in a fast‑paced, detail‑driven environment, takes ownership of deliverables, and is comfortable supporting senior strategists and external clients with minimal hand‑holding.</p></div>
<br><div><ul><li>Bachelor&rsquo;s in Finance, Accounting, Economics, Math/Stats, Data Science, or related field.
</li><li>Licensing: SIE + Series 7 + Series 63 (or obtained within firm-mandated timeline).
</li><li>Asset/Liability Management and/or Investment Accounting knowledge a plus.
</li><li>Knowledge of fixed-income securities and analytics (yield curve, spread, duration/convexity), balance sheets and income statements.
</li><li>Strong communication skills and ability to work in a team environment with client-facing etiquette &amp; reliable follow-through.
</li><li>Strong Excel skills required, including advanced formulas, data validation, and professional formatting for client deliverables.
</li>Experience with programming language such as Python, R, VBA, .NET, and/or experience with databases (SQL) a plus.<br>
<li>
</li></ul><p></p><p><i>The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.</i></p></div>
<br><div><ul><li>Prepare and quality-check daily/weekly portfolio, performance, and exposure reports; log, track, and resolve discrepancies with documented root-cause notes.
</li><li>Processing of Profit/Risk Manager (ALM and Forecasting) and Portfolio Manager (accounting) models for assigned financial institutions, ensuring accurate execution, quality control, and timely delivery of analytics.
</li><li>Support new client onboarding, including data intake, system setup, and walkthroughs of Balance Sheet Strategy.
</li><li>Provide client‑facing support, troubleshooting issues, offering technical guidance, and delivering ongoing assistance.
</li><li>Perform balance sheet and investment portfolio analysis to inform strategy (funding mix, duration positioning, liquidity impacts), and proactively surface insights and risks to internal and external clients.
</li><li>Engage professionally with internal teams and clients: join meetings, capture action items, and follow through on deliverables.
</li><li>Create client-ready slides and memos that present complex topics clearly and professionally; proofread for accuracy, consistency, and target objectives.
</li><li>Collaborate with Financial Strategy Team (FST) Analysts through knowledge‑sharing, training support, recurring team activities, and timely handling of ad‑hoc requests.
</li><li>Contribute to SOPs (standard operating procedures), data dictionaries, and documentation that support scale, onboarding, and handoffs; standardize templates to support team alignment for reports and offer sheets.
</li><li>Build and maintain scripts (Python, R, .NET, VBA) and SQL queries to streamline data ingestion, validation, and transformation; debug issues independently and implement basic unit checks for reliability and accuracy.
</li><li>Monitor key economic indicators and policy developments; summarize implications for fixed-income portfolios and upcoming client discussions.
</li><li>Support recurring team activities: distribute inventory to sales; field ad-hoc requests promptly with documented follow-ups; assist with offer sheet updates, assist in trade and presentation development for senior strategists.</li></ul></div>

FST Analyst

Goldman Sachs

<div>
 <strong>
  Job Description
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  <br/>
 </strong>
 <strong>
  Asset &amp; Wealth Management, Fixed Income &ndash; Municipal Client Portfolio Management
  <br/>
  <br/>
 </strong>
 <strong>
  Role Overview
 </strong>
 As an Analyst on our Client Portfolio Management (CPM) team within Fixed Income, you will be an instrumental force in crafting compelling narratives and essential materials that bring our fixed income strategies to life. Collaborating closely with portfolio managers, traders, and senior CPMs, you will contribute significantly to the development of insightful market perspectives and impactful marketing content. This role is an exciting opportunity for a highly organized, detail-oriented team player with strong analytical skills and a genuine passion for financial markets. You'll thrive in a fast-paced, dynamic environment, mastering new concepts quickly, and playing a vital role in an established, high-growth business by ensuring our investment story resonates through exceptional content.
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 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Content Creation &amp; Storytelling: Play a pivotal role in developing and executing compelling marketing materials, including pitchbooks, presentations, commentaries, and website content. Craft engaging thematic content that effectively communicates our investment expertise and differentiates our Fixed Income strategies.
  </li>
  <li>
   Market Research &amp; Insights Support: Conduct in-depth research on fixed income markets, economic indicators, and competitor strategies to support the team's understanding of the competitive landscape and market trends. Assist in gathering data and insights that inform portfolio positioning and investment strategy.
  </li>
  <li>
   Material Enhancement &amp; Design: Collaborate with senior CPMs and design teams to ensure all internal and external-facing materials are visually appealing, accurate, and consistent with brand guidelines. Focus on refining presentations and documents to maximize impact and clarity.
  </li>
  <li>
   Internal Communication Support: Support the creation of internal educational materials and updates for sales teams and other stakeholders, helping them understand our focused products and investment strategies.
  </li>
  <li>
   Data Analysis &amp; Reporting: Assist in collecting, analyzing, and presenting performance data and market trends for various fixed income strategies, contributing to regular reports and ad-hoc requests.
  </li>
  <li>
   Collaboration on Strategic Projects: Work alongside portfolio managers, strategists, and senior CPMs on various team-related projects, contributing to product development support, platform enhancements, and process optimization initiatives.
  </li>
  <li>
   Subject Matter Learning: Develop a strong foundational understanding of GSAM's Fixed Income Solutions investment strategies, actively learning from senior team members to build expertise.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   0 to 2 years of experience in the financial services industry, with a strong interest in fixed income.
  </li>
  <li>
   Foundational understanding of financial markets; eagerness to develop in-depth knowledge of fixed income.
  </li>
  <li>
   Strong written communication skills, with a keen eye for detail and the ability to articulate complex ideas clearly and concisely in written form.
  </li>
  <li>
   Proficiency in PowerPoint, with a demonstrated ability to create clear, professional, and visually engaging presentations.
  </li>
  <li>
   Proficiency in Microsoft Excel for data analysis and reporting.
  </li>
  <li>
   Highly self-motivated, organized, and detail-oriented, capable of managing multiple tasks and prioritizing effectively in a dynamic environment.
  </li>
  <li>
   Strong analytical and problem-solving aptitude, with a desire to learn and apply new concepts.
  </li>
  <li>
   A genuine passion for financial markets and a proactive approach to continuous learning.
  </li>
  <li>
   FINRA Series 7 and 63 licenses (or willingness to obtain within a specified timeframe).
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Salary Range
  <br/>
  <br/>
 </strong>
 The expected base salary for this New York, New York, United States-based position is $85000-$110000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
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 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .
</div>


Asset & Wealth Management, Fixed Income – Municipal Client Portfolio Management, Analyst - New York

Mizuho Bank

<div></div><div><div><div><div><div><div>locations</div><div>
NYC (1285)</div></div></div></div><div></div><div><div><div><div><div>
time type</div><div>
Full time</div></div></div></div><div></div><div><div><div><div>
posted on</div><div>
Posted Today</div></div></div></div><div></div><div><div><div><div>
job requisition id</div><div>
R6837</div></div></div></div></div></div><div><div><div>
About the Team</div><div>
The Internal Audit Department Americas (IADA) provides internal audit services to the branches, representative offices and agencies of Mizuho Bank, Ltd. in the Americas, and to Mizuho Bank (USA). IADA&rsquo;s mission is to act as an independent, objective assurance and consulting function, designed to add value and improve Mizuho Bank&rsquo;s U.S. operations including the derivatives and broker dealer businesses. Based in the New York Metro area, IADA staff members perform various audits of different business areas of the bank to evaluate the effectiveness of risk management and governance processes. Along with its counterparts in London, Hong Kong and Singapore, IADA reports to and composes the overseas arm of MHBK&rsquo;s Internal Audit Division (IAD).</div><div></div><div>
Job Summary</div><div>
Develop and execute a robust audit program of Mizuho&rsquo;s Fixed Income activities, including leading all aspects of the audit cycle and special projects specific to fixed income. Contribute to the group&rsquo;s strategic planning, process innovation, project management and talent development.</div><div></div><div>
Job Description</div><ul><li><div>
Under the direction of the Director, execute a robust audit program including leading the timely execution of audit planning, fieldwork, reporting and other administrative and management tasks pertaining to Fixed Income.</div></li><li><div>
Direct experience auditing one or more of the sales &amp; trading areas below highly preferred (but not required): fixed income sales &amp; trading (including interest rate products, foreign exchange, credit products, municipal products, and securitized products)</div></li><li><div>
Knowledge of related operations, compliance, conduct, financial crime, technology, credit risk, market risk, regulatory reporting, know your customer (KYC) and client onboarding are also beneficial.</div></li><li><div>
Assist in the design, development and implementation of Internal Audit Department America&rsquo;s (IADA&rsquo;s) annual risk assessment, audit plan and schedule, continuous monitoring and preparation and/or presentation of related MIS reports.</div></li><li><div>
Manage and review the activities and/or deliverables associated with issue testing including reviewing the approach, testing and reports on issues (e.g. regulatory, third-party and internal audit) related to fixed income.</div></li><li><div>
In accordance with the IADA policy and procedures, drive efficiency and operational excellence through the use of available tools and resources and sharing of best practices.</div></li><li><div>
Identify and implement efficiencies and automation using data analytics.</div></li><li><div>
Collaborate both formally and informally with other corporate risk and control functions to ensure activities are coordinated.</div></li><li><div>
Work with IADA Director/MD and Fixed Income management to identify control issues and emerging risks and ensure timely and effective remediation.</div></li><li><div>
Communicate, as needed, with Internal Audit Department (IAD) Head Office, other IAD overseas offices, IADA management and staff and other Mizuho areas/functions/personnel.</div></li><li><div>
Represent IADA, as directed, on committees and/or special project teams as necessary.</div></li><li><div>
As applicable, engage with supervisory authorities, external auditors and other service providers in the conduct of their activities at Mizuho.</div></li><li><div>
Manage or perform other assignments or special projects as may be directed by the Director or Managing Director.</div></li><li><div>
Evaluate and provide timely feedback to team members regarding performance, provide hands-on coaching, and manage their continuing professional development.</div></li><li><div>
Assist with the development of training material related to fixed income audit topics.</div></li><li><div>
Manage staff resources to optimize productivity, meet training and development needs, and deliver high quality, value added assurance and advisory services.</div></li><li><div>
Coordinate with or assist other IADA Audit Groups, as needed.</div></li><li><div>
Assist the Director with maintaining an Off-Site Monitoring Program for the Group&rsquo;s portfolio of audits.</div></li><li><div>
Cooperate with directives and requests from IADA&rsquo;s Quality Assurance team, and promote the ongoing effectiveness of IADA&rsquo;s Quality Assurance function.</div></li></ul><div></div><div>
Qualifications</div><ul><li><div>
Holds a Bachelor&rsquo;s Degree or equivalent in business, accounting, finance, economics, computer science or management information systems. May also hold an advanced or specialized degree and/or a professional certification (e.g., MBA, CPA, CA, CIA, CISA, CFE) or license relevant to the profession.</div></li><li><div>
Demonstrates a sound understanding of the financial services industry and fixed income markets, including audit, financial, risk management, or technology functions. Possesses at least 4-8 years of relevant work experience, including in internal auditing or external auditing, risk management, supervisory examinations, or their equivalent.</div></li><li><div>
Demonstrates a sound understanding of internal audit principles, practices and techniques, the concepts of risk, risk management, internal control and compliance, and the ability to effectively and consistently apply such understanding to assignments.</div></li><li><div>
Demonstrates the ability to effectively direct, guide, and supervise subordinate staff in the planning and execution of all phases of internal audits, issue testing and special projects, in a manner consistent with recognized professional standards and with applicable Mizuho/IAD/IADA policies and procedures.</div></li><li><div>
Has excellent communication skills, both written and verbal, as well as strong relationship building skills with ability to work well within a team-oriented environment.</div></li><li><div>
Demonstrates the ability to effectively evaluate the performance of the staff assigned to the group and manage their ongoing professional development.</div></li><li><div>
Demonstrates the capacity for effective project and time management skills, including the ability to prioritize, design and direct multiple tasks/projects and to anticipate and meet required deadlines.</div></li><li><div>
Demonstrates ability to support IADA leadership with interacting with supervisory authorities, audit committees, and senior audit leadership including metrics reporting to such parties.</div></li><li><div>
Demonstrates ability to effectively support the team&rsquo;s Director and Managing Director, with respect to the administrative management of IAD.</div></li></ul><div></div><div><div><div><div><div><div>
The expected base salary ranges from $102,000.00 - $160,000.00. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.</div></div></div></div></div></div><div></div><div>
#LI-Hybrid</div><div>
#LI-NR1</div><div>
Other requirements</div><div>
Mizuho has in place a hybrid working program, with varying opportunities for remote work depending on the nature of the role, needs of your department, as well as local laws and regulatory obligations. Roles in some of our departments have greater in-office requirements that will be communicated to you as part of the recruitment process.</div><div></div><div>
Company Overview</div><div>
Mizuho Financial Group, Inc. is the 15th largest bank in the world as measured by total assets of ~$2 trillion. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries and 800 offices throughout the Americas, EMEA and Asia. Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada, and Latin America. Through its acquisition of Greenhill, Mizuho provides M&amp;A, restructuring and private capital advisory capabilities across Americas, Europe and Asia. Mizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales &amp; trading, derivatives, FX, custody and research. Visit <div>www.mizuhoamericas.com</div>.
</div><div></div><div>Mizuho Americas offers a competitive total rewards package.</div><div>
We are an EEO/AA Employer - M/F/Disability/Veteran.</div><div>
We participate in the E-Verify program.</div><div>
We maintain a drug-free workplace and reserve the right to require pre- and post-hire drug testing as permitted by applicable law.</div><div></div><div>
#LI-MIZUHO</div></div></div></div>
<br><div><p>About Us</p><p></p><div><div><div><div><div>
Why Mizuho</div><div>
Mizuho is in growth mode as we are climbing the league tables, disrupting the status quo, and attracting top talent. Positions are available across our corporate functions, and on our corporate and investment banking, capital markets, advisory, research, sales &amp; trading, derivatives, and financing teams.</div><div></div><div>
We are looking for candidates who want to contribute to our entrepreneurial culture where people at all levels are inspired to share ideas. Our creativity sets us apart, and our perseverance drives results in creating bespoke, client-focused solutions.</div><div></div><div>
If you are interested in advancing your career working for a firm with a growth mindset and the resources of a global financial services team, we would like to hear from you.</div></div></div></div></div></div><div></div>

Fixed Income, Internal Audit

Lenmar Consulting Inc

<div>
 <strong>
  Company Description
  <br/>
  <br/>
 </strong>
 Finance
 <br/>
 <br/>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Hybrid: in office 3 days per week / *** BACHELOR'S DEGREE REQUIRED ***
   <br/>
   <br/>
  </li>
 </ul>
 The Fixed Income and Service team (FITSS) is responsible for providing direct operational and client service support across the full trade lifecycle of the Fixed Income and Precious Metal order process. This role entails heavy interaction with financial advisors, MSWM trading desks, and sales. The FITSS Associate would be responsible for the day-to-day support of the trade lifecycle, including order entry exception management, trade adjustments, reconciliation and Precious Metals Operations.
 <br/>
 <br/>
 <strong>
  Requirements
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   General knowledge of financial markets and investment products, specifically Equities, Options, and Fixed Income
  </li>
  <li>
   Excellent written and verbal communication skills
  </li>
  <li>
   Self-motivated with a high degree of attention to detail
  </li>
  <li>
   Ability to adapt in fast paced environment with focus on innovation and flexibility
  </li>
  <li>
   Efficient time management skills and ability to prioritize competing urgent tasks
  </li>
  <li>
   Team player with the ability to work effectively in a team or independently
  </li>
  <li>
   Ability to quickly learn and apply knowledge
  </li>
  <li>
   Demonstrated relationship building skills with stakeholders, peers, and all levels of management
  </li>
  <li>
   Strong reasoning and problem-solving skills
  </li>
  <li>
   Ability to think and act like an owner
  </li>
  <li>
   Proficiency in Microsoft Excel, VBA a plus
   <br/>
   <br/>
  </li>
 </ul>
 Additional Information
 <br/>
 <br/>
 All your information will be kept confidential according to EEO guidelines.
</div>


Jr Fixed Income Trade Support  (Max $23/hr W2)

T. Rowe Price

<div><div><div>At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.</div></div><div></div><div><div>
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You&rsquo;ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you&rsquo;ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.</div></div><div></div><div><div>
Join us for the opportunity to grow and make a difference in ways that matter to you.</div></div><div></div><div>
Role Summary</div><div>
The Senior Portfolio Investment Analyst (PIA) resides within the Investment and Trading Solutions group. The PIA works directly alongside portfolio managers and traders to assist with the day-to-day portfolio modeling and management of accounts and orders. The PIA will also be expected to provide support to the investment process and perform ad-hoc analysis related to the strategies.</div><div></div><div>
Responsibilities</div><ul><li>
Portfolio Modeling: Partner directly with the portfolio management team on the day-to-day modeling of the strategy through exposure monitoring, trade allocations and cash flow management.</li><li>
Work with internal systems designed for portfolio management and trade modeling</li><li>
Coordinate with the analysts, portfolio managers, traders, compliance and legal on portfolio and security transactions</li><li>
Monitor portfolio analytics and generate and run accurate orders through the trade cycle</li><li>
Determine accurate interest rate and currency hedging information, and other related daily portfolio functions.</li></ul><div></div><div>
Qualifications</div><div>
Required:</div><ul><li>
Bachelor's degree in Business, Finance, Economics, or Math or the equivalent combination of education and relevant experience</li><li>
3+ years T. Rowe Price or related experience</li><li>
Prior experience with Equity OR Fixed Income Portfolios</li><li>
Savvy use of technology in combination with a data driven mindset</li><li>
Strong analytical skills and the ability to solve problems</li><li>
Ability to quickly process information, draw relevant conclusions, and clearly summarize results.</li><li>
Ability to determine priorities, plan, organize and follow-through on assignments</li><li>
Effective written and verbal communication and organizational skills</li><li>
Project management experience</li></ul><div></div><div>
Preferred:</div><ul><li>
Progress towards an MBA, MS in Finance, or CFA designation</li><li>
Strong preference for candidates with fixed income experience.</li><li>
Knowledge of derivatives and multiple asset classes</li></ul><div></div><div>
FINRA Requirements</div><div>
FINRA licenses are not required and will not be supported for this role.</div><div></div><div>
Work Flexibility</div><div>
This role is eligible for hybrid work, with up to one day per week from home.</div><div></div><div>
Base Salary Ranges</div><div>
Please review the job posting for the location of this specific opportunity.</div><div></div>
$90,000.00-$105,000.00 for the location of: Maryland, Colorado, Washington and remote workers<br>
$90,000.00-$105,000.00 for the location of: Washington, D.C.<br>
$90,000.00-$105,000.00 for the location of: New York, California<div></div><div>
Placement within the range provided above is based on the individual&rsquo;s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.</div><div></div><div>
Commitment to Diversity, Equity, and Inclusion</div><div>
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.</div><div></div><div>
Benefits</div><div><div><div>
We value your goals and needs, at work and in life. As an associate, you&rsquo;ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.</div></div><div></div><div><div><br>
Featured employee benefits to enrich your life:</div></div><div><ul><li><div>
Competitive compensation</div></li></ul></div><div><ul><li><div>
Annual bonus eligibility</div></li></ul></div><div><ul><li><div>
A generous retirement plan</div></li></ul></div><div><ul><li><div>
Hybrid work schedule</div></li></ul></div></div><div><div><ul><li><div>
Health and wellness benefits, including online therapy</div></li></ul></div><div><ul><li><div>
Paid time off for vacation, illness, medical appointments, and volunteering days</div></li></ul></div><div><ul><li><div>
Family care resources, including fertility and adoption benefits</div></li></ul></div><div></div><div><div><div><br>
Learn more about our benefits.</div></div></div></div><div></div><div>
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.</div></div>

Senior Portfolio Investment Analyst – Fixed Income

TIAA

<div><div>The Taxable Fixed Income Senior Research Associate supports the process of obtaining, organizing and analyzing Residential Mortgage Whole Loans for the Taxable Fixed Income market-related information from internal and external sources. Working under general supervision, this job monitors, researches and analyzes markets and trends to support investment decisions and optimize Taxable Fixed Income business.</div><div><br>
Key Responsibilities and Duties</div><ul><li><div>
Daily proactive management of loan acquisition process, including liaising with clients, coordinating with key internal partners, third parties, loan servicers.</div></li><li><div>
Evaluating analytics supporting pricing activity and best-ex analysis.</div></li><li><div>
Completing pricing analyses and coordinating all steps needed for an efficient and timely closing of each deal.</div></li><li><div>
Respond efficiently and effectively to client and internal inquiries.</div></li><li><div>
Evaluate and underwrite new originator opportunities and manage onboarding process.</div></li><li><div>
Coordinate origination and closing process end-to-end, including receipt of all necessary documentation from clients and due diligence to review investments.</div></li><li><div>
Perform detailed collateral analysis on all residential mortgages.</div></li><li><div>
Use stratifications and other reporting tools to effectively convey pool characteristics, concentrations, distributions, and risks. Proactively determine missing, incomplete, and inaccurate information.</div></li><li><div>
Assist with the underwriting development process, including identifying thorough financial packages for underwriting purposes, proactively identifying and solutioning potential underwriting issues, and detailed credit risk analysis.</div></li><li><div>
Respond to data quality questions and research/resolve all issues.</div></li><li><div>
Reporting and tracking whole loan pipeline management and trading.</div></li><li><div>
Perform ad hoc reporting as needed on the Securitized Products Research team.</div></li><li><div>
Promote a culture of innovation by continuously challenging the staff to seek out process improvement initiatives, automation enhancements and idea generation to ensure the transactions are being run optimally.</div></li><li><div>
Surveil and optimize database management and reporting between multiple source data.</div></li><li><div>
Identify and structure mortgage loan opportunities during conversations with clients, originators and/or other integrated team members.</div></li><li><div>
Partner with senior Mortgage Specialists to market and promote Nuveen mortgage solutions platform including commercialization of whole loan investment strategies.</div></li></ul><div>
Educational Requirements</div><ul><li>
University (Degree) Preferred</li></ul><div>
Work Experience</div><ul><li>
2+ Years Required; 3+ Years Preferred</li></ul><div>
Physical Requirements</div><ul><li>
Physical Requirements: Sedentary Work</li></ul><div><br>
Career Level<br>
6IC</div><div></div><div>
Required Qualifications:</div><ul><li>
Minimum 2+ years of experience in fixed income research and investments</li></ul><div></div><div>
Preferred Qualifications:</div><ul><li>
3+ years of experience in securitized products loan-level analysis</li><li>
Background in residential mortgage investing or analytics is strongly preferred</li><li>
Proficiency in industry-standard tools including Excel, Bloomberg, INTEX, and Yieldbook</li><li>
Database management skills and/or some coding experience is a plus</li></ul><div></div>
Related Skills<div></div>
Asset Valuation, Capital Markets, Collaboration, Communication, Credit Analysis, Data Analysis, Financial Modeling, Fixed Income Investments, Investment Research/Analysis, Investments, Market/Industry Dynamics, Research Synthesization, Sector Expertise, Underwriting<div></div><div>
Anticipated Posting End Date:</div>
2026-03-30<div></div>
Base Pay Range: $116,000/yr - $162,000/yr<div></div><div>
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).</div><div></div><div>
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Company Overview</div><div>
Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world&rsquo;s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit <div>www.nuveen.com</div> to learn more about us.</div><div></div><div>
Our Culture of Impact</div><div>
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways&mdash;because when our people succeed, our impact on clients' lives grows stronger.</div><div></div><div>
Benefits and Total Rewards</div><div>
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That&rsquo;s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our <div>Benefits Summary</div>.</div><div></div><div>
Equal Opportunity</div><div>
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.</div><div></div><div>
Our full EEO &amp; Non-Discrimination statement is on our <div>careers home page</div>, and you can read more about your rights and view government notices <div>here</div>.</div><div></div><div>
Accessibility Support</div><div>
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.</div><div></div><div>
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:</div><div></div><div>
Phone: (800) 842-2755</div><div>
Email: <div>accessibility.support@tiaa.org</div></div><div></div><div>
Drug and Smoking Policy</div><div>
TIAA maintains a drug-free and smoke/free workplace.</div></div><div></div>

Taxable Fixed Income Research (RMBS) Residential Whole Loan Associate

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