Job Description

We're looking for a talented Fixed Income Portfolio Analyst to join our client prestigious Private Wealth team in Sydney. This is an intial 12 month contract role based in Sydney CBD.

n

As a Fixed Income Portfolio Analyst, you will play a crucial part in delivering high-quality investment solutions to their HNW/ UHNW private clients.

n

This role provides technical and analytical investment support to Senior Wealth Advisors within a wealth management team. The focus is on producing high‐quality analytical reports, supporting portfolio analysis and reviews, and assisting with the management and implementation of multi‐asset and direct fixed income portfolios.

n

The position suits a technically strong investment qualified who enjoys deep analysis and high standards of analytical output.This is a non‐client‐facing role

n

Responsibilities:

n

n
- Conducting in-depth research and analysis on fixed income securities, markets and economic trends to generate investment ideas and recommendations
n
- Building and maintaining complex financial models to assess the risk and return profiles of fixed income instruments
n
- Monitoring and reporting on the performance of fixed income portfolios, identifying opportunities for optimisation
n




- Collaborating with the Investment Committee to develop and implement fixed income investment strategies
n
- Conduct performance, attribution and risk analysis across discretionary and advisory portfolios.
n
- Providing timely and insightful market updates and commentary to private wealth clients
n
- Support and execute trades across asset classes (fixed income, equities, ETFs, alternatives) as required.
n
- Supporting the wider Private Wealth team with investment analysis, portfolio construction and client servicing
n

n

What we're looking for

n

n
- Relevant tertiary qualificationsin finance, economics or a related discipline
n
- CFA or similar skilled qualification is highly regarded
n
- Minimum5 years' experiencein fixed income portfolio analysis, preferably within a private wealth or asset management environment
n
- Demonstrated expertise in fixed income research, valuation and portfolio construction techniques
n
- Strong analytical and problem-solving skills, with the ability to translate complex data into actionable insights
n
- Excellent communication and client relationship skills, with the confidence to present to senior stakeholders
n
- Proficiency in financial modelling and data analysis tools such as Excel, Bloomberg and FactSet
n

#J-18808-Ljbffr

📌 Fixed Income Portfolio Analyst - Private Wealth (New South Wales)
🏢 Anton Murray Consulting
📍 New South Wales