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Fixed Income Analyst Intern Jobs in Ohio (NOW HIRING)

Reafco

Real Estate Analyst Intern

Columbus, OH · On-site

$1 - $20/hr

Internship Overview The Real Estate Analyst Intern will gain hands-on exposure to evaluating ... Analyzing rental income, expenses, and cash flow projections * Researching neighborhood trends and ...

Novoco

Real Estate Analyst Intern

Columbus, OH

$18 - $20/hr

Position Summary The Junior Analyst Intern position is responsible for performing multifamily real ... incomes of market area and relation to demand of affordable housing in area * Assist in writing ...

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Fixed Income Analyst Intern information

What is the difference between Fixed Income Analyst Intern vs Equity Research Intern?

AspectFixed Income Analyst InternEquity Research Intern
Required CredentialsBachelor's degree in finance, economics, or related field; some roles prefer CFA Level IBachelor's degree in finance, economics, or related field; CFA Level I often preferred
Work EnvironmentFinancial institutions, asset management firms, investment banksInvestment banks, asset management firms, research firms
Industry UsageFocuses on bonds, debt securities, credit analysis
Common Search/ComparisonOften compared due to similar internship roles in finance

The Fixed Income Analyst Intern and Equity Research Intern roles both require finance-related degrees and similar certifications like CFA Level I. While the Fixed Income Analyst Intern specializes in bonds and credit analysis within asset management or investment banks, the Equity Research Intern focuses on stocks and equity markets. Both roles are common entry points into finance, with overlapping skills but different asset class focuses.

What are the key skills and qualifications needed to thrive as a fixed income analyst intern, and why are they important?

To thrive as a Fixed Income Analyst Intern, you need strong analytical skills, a solid grasp of financial concepts, and progress toward a degree in finance, economics, or a related field. Familiarity with Bloomberg Terminal, Microsoft Excel, and financial modeling software is typically required, as well as coursework or certifications like CFA Level I. Attention to detail, effective communication, and a proactive attitude are crucial soft skills for interpreting data and supporting senior analysts. These skills are essential for accurately analyzing fixed income securities, supporting investment decisions, and contributing to team success in a fast-paced financial environment.

What does a fixed income analyst intern do?

A Fixed Income Analyst Intern supports the research and analysis of fixed income securities, such as bonds and other debt instruments. Their responsibilities often include gathering and interpreting financial data, preparing reports, monitoring market trends, and assisting senior analysts in evaluating investment opportunities. This internship provides hands-on experience in financial modeling, credit analysis, and risk assessment, helping interns understand how fixed income markets operate. Interns may also help with portfolio management tasks and learn about the broader strategies used by investment teams.

What types of projects or tasks can a fixed income analyst intern expect to work on during their internship?

As a Fixed Income Analyst Intern, you can expect to assist with a variety of tasks such as conducting market research, analyzing bond and credit data, preparing reports on interest rates and yield curves, and supporting portfolio managers with investment decisions. Interns often work closely with senior analysts and traders, gaining exposure to real-time market activity and learning how to evaluate fixed income securities. The role provides a strong foundation in quantitative analysis, financial modeling, and industry-specific tools, making it a valuable stepping stone for a career in finance.
What are the most commonly searched types of Fixed Income Analyst jobs in Ohio? The most popular types of Fixed Income Analyst jobs in Ohio are:
Fixed Income Analyst Intern jobs near you

Fixed Income Investment Analyst

Westfield

Westfield Center, OH • On-site

Full-time

Posted 7 days ago

Westfield Insurance rating

8.7

Company rating: 8.7 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

70th of 301 rated insurance

Job description


Job Summary
The Investment Analyst, under moderate supervision, provides direct support to assigned Senior Portfolio Manager on fixed income, equity, or alternatives portfolios of all Westfield affiliated companies by performing economic, sector and sub-asset class allocation, recommending specific securities, executing trades, and performing ongoing monitoring of securities and portfolios.
This role is not eligible for visa sponsorship.
Job Responsibilities
  • Provides direct support to assigned Senior Portfolio Manager on fixed income, equity, or alternatives portfolios by performing economic, sector, sub-asset class and individual security or fund research, recommending specific securities, mutual funds, ETFs, limited partnership deals, or direct coinvestment deals, executing trades or agreements, and performing ongoing monitoring of all portfolio investments.
  • Works to define the optimal sub-asset class allocation for each portfolio. Responsible for full life-cycle of investments, including sub-asset class research, portfolio construction, trading, and attribution.
    • Participates in team strategy discussions. Prepares and presents analysis on assigned sub-asset classes, including fundamental analysis, or interest rate analysis in support of recommendations.
    • Monitors market activity throughout the day, including analysis of market news, issuer and credit spreads, and discussions with industry peers and brokers. Monitors domestic and world situations, analyzing their effect on investments to ensure the successful management of portfolios.
    • Improves existing investment processes by making them more efficient and effective. Documents processes for business continuity purposes.
  • Determines security selection within asset-class assignment(s).
    • Assesses security credit fundamentals such as yield spreads, ratings, earnings, events, and other drivers to determine impact on price performance and liquidity. Conducts duration and convexity analyses on the portfolio. Assesses equity security fundamentals such as business prospects, earnings growth, price/earnings multiples (P/E), dividend growth and yield, market/company events and other drivers to determine impact on total return potential. Conducts investment and operational due diligence of new and current alternative fund managers. Determines portfolio need by security strategy, historical and target performance, fees, sourcing capabilities and persistence of returns.
    • Derives future expected value of securities and their risk-return profile under normal and shocked adverse scenarios.
    • Employs multiple valuation methodologies to assess company performance.
    • Analyzes information related to economic conditions, business environment, financial markets, industry, regulations, and geopolitics for use in making investment decisions.
    • Builds and maintains industry and company-specific models with the goal of understanding the economic drivers of a business.
    • Monitors projected cash (income, excess premium, trading cash, etc.), identifies specific security-level investment decisions, and determines timing of purchases.
    • Generates orders and communicates to brokers for execution. Monitors executions and allocates trades, as appropriate, based on pre-defined allocation requirements.
  • Monitors, analyzes, reviews, and reports on performance returns, attribution, and risk reporting metrics for securities in investment portfolios and maintains ongoing watch list.
    • Conducts economic studies to maintain up-to-date information on holdings and recommends additional purchases, sales, or exchanges.
    • Identifies / monitors various exposures and risks. Escalates to the Senior Portfolio Manager and the Chief Investment Officer when necessary.
    • Prepares and discusses monthly results with the Senior Portfolio Manager and the Chief Investment Officer.
    • Works on the annual planning and budgeting process. Performs monthly income variance analysis.
    • Analyzes securities in a loss position quarterly. Produces a rationale and recommendation on whether it should be impaired.
  • Makes regular presentations to the Investment Committee with investment insights and provides a written summary to the Senior Portfolio Manager, the Chief Investment Officer or the Investment Committee as appropriate.
    • Presents sector reviews and updates to the Investment Committee.
    • Periodically presents other reports as required such as those related to ERM, Liquidity, etc.
  • Works on projects assigned by the Senior Portfolio Manager or the Chief Investment Officer.
  • Supports the management reporting process as requested to ensure high-quality decision support.
  • Manages all stakeholder relationships. Contributes to the annual assessment of approved broker list.
  • Participates in calls with regulators and external auditors to review portfolio actions, OTTI and other potential investment portfolio impacts.
  • Participates in periodic assessments of third-party advisors, brokers, and technology providers.
  • Travels occasionally in order to perform special assignments, training, industry events, investment/economic research and/or between office locations.

Job Qualifications
  • 2+ years of experience applying quantitative and qualitative analytical skills to financial, investment, credit, securities, portfolio, or research data.
  • Bachelor's degree in Finance, Economics, Accounting, Engineering, Actuarial Science, Mathematics, Business, or a related field, or equivalent work experience.

Location
Hybrid - defined as working three or more days per week in the office
Licenses and Certifications
  • Chartered Financial Analyst (CFA)

Behavioral Competencies
  • Collaborates
  • Communicates Effectively
  • Customer Focus
  • Decision Quality
  • Nimble Learning

Technical Skills
  • Investment Research
  • Financial Modeling
  • Portfolio Reporting
  • Market Analysis
  • Bloomberg
  • Microsoft Office
  • Trade Support

This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.
About Us
Founded in 1848, Westfield is a global leader in property and casualty insurance, delivering superior risk insights and innovative solutions to customers through a diverse portfolio of insurance products. Westfield underwrites commercial, personal, surety, and specialty lines of coverage through a network of leading independent agents and brokers in the United States and specialty products through Lloyd's of London Syndicate 1200. As a mutual insurance company with more than 3,000 employees, Westfield has revenues in excess of $4 billion and more than $10 billion in assets.

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