div>The Impact:
The Investment Allocation Analyst will contribute to the trade processing and investment tracking by:
· Allocate newly purchased securities to subsidiaries and product lines
· Coordinate allocations for upcoming purchases with asset managers and investment onboarding team
· Automate and continuously improve existing processes
· Share investment details with portfolio managers and solicit allocation preferences
· Partner with IT to validate new system functionality as well as regression test the allocation process
The Minimum Qualifications
· Bachelor's degree or higher.
· Familiarity with fixed income securities.
· Able to prioritize multiple projects simultaneously.
· Ability to work independently to meet deadlines.
· Clear and concise written and verbal communication skills.
The Ideal Qualifications
· Working knowledge of public and private fixed income securities including but not limited to corporate bonds, mortgages, asset back securities, bank loans, and collateralized loan obligations.
· Experience using and creating Excel workbooks and VBA Macros.
· Ownership and accountability of work product.
· Curiosity to understand processes and apply judgement in ambiguous situations.
· 2+ years relevant work experience.
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