Mon - Fri 8:00am-4:45pm (216) 771-3450
Mon - Fri 8:00am-4:45pm (216) 771-3450

Job Title: Fixed Income Analyst

Employer:  Boyd Watterson Asset Management

Location: Cleveland, OH


Description

Boyd Watterson is a dynamic company built around integrity and collaboration. We value the insights and perspectives of a broad, diverse group of individuals and believe that our collective success is dependent on an inclusive environment.

The Opportunity

Our fixed income team is looking for a portfolio analyst to assist in the portfolio management of our clients assets. Responsible for providing support for our fixed income team, and responsible for trade execution across a broad variety of securities via electronic platform and direct negotiation in a manner that achieves the best execution level timeliness and accuracy. 

Company Overview

Boyd Watterson Asset Management, LLC is an independent investment advisor specializing in real estate, fixed income, and equity products. We provide investment solutions to a broad range of institutional clients and to high net worth clients, mainly through intermediaries.

Our investment strategies focus on stable income with a moderate risk profile. The real estate products are mainly delivered through private funds that primarily own and operate commercial buildings under lease to agencies of the US government, and state and local governments. Our fixed income and equity products are delivered through separately managed accounts, mutual funds, and intermediaries. We offer a broad range of products in the fixed income space and focus on large capital income-oriented strategies in the equity space.

Major Duties and Responsibilities

  • Portfolio Management Support of fixed income funds
  • ESG Research
  • Trade Execution 
  • Fixed Income Quantitative Support

Education, Skills, Personal Characteristics and Work Experience Requirements

  • Bachelor’s degree, preferably in finance or related field required
  • Series 65 required
  • 1-3 years of related investment experience required, preferably including; trade implementation, trade execution, portfolio management
  • Proficiency in Microsoft office software, including a degree of excel programming and the ability to learn new software programs
  • Attention to detail
  • Analytical nature

 

Boyd Watterson offers a competitive compensation package.  Our benefits include Medical, Dental & Vision Plans, Life Insurance, Health Savings Accounts, Flexible Spending Accounts, 401(k) plus match, Paid Time Off (PTO) and Holidays. 

 

Interested candidates can follow the link to apply:

https://recruiting.paylocity.com/Recruiting/Jobs/Details/731310

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