Fixed Income Research Analyst Jobs in Arizona (NOW HIRING)

Key Responsibilities

• Serve as the West Coast-based Portfolio Strategist, with primary responsibility for supporting clients, prospects, and business development efforts across the region, while remaining fully integrated with the firm's centralized Portfolio Strategies Group (PSG)

• Develop and communicate fixed income investment strategies across the firm's separately managed account (SMA) platform

• Contribute to and provide input into PFMAM's Fixed Income and Risk Management Working Group discussions, translating committee views into portfolio positioning and client-facing messaging

• Synthesize economic, market, and portfolio insights into actionable strategy views; collaborate with Portfolio Strategists, Quantitative Analysts, and Portfolio Managers to support investment decision-making

• Develop and maintain strategy guidance and market positioning materials for use across client-facing teams, updating regularly based on market conditions

• Own and standardize the development of market updates and investment strategy materials for firm-wide use, ensuring consistency of messaging across Distribution, Client Service, and Portfolio Management teams

• Serve as a fixed income subject matter expert (SME) and thought partner to internal and external stakeholders; produce thought leadership and educational materials for clients and prospects

• Develop and deliver fixed income education and training for internal teams and external clients, including presentations on market conditions, Federal Reserve policy, portfolio construction, and sector positioning

• Play a lead role in investment strategy positioning for RFPs and finalist presentations, including shaping messaging, coordinating inputs across teams, and ensuring alignment with firm-wide investment views

• Provide strategic support to large and high-priority client relationships, delivering tailored portfolio insights and ensuring consistent implementation across mandates

• Serve as a client-facing representative of the investment team, delivering market updates, portfolio insights, and strategy discussions in client meetings, conferences, and training forums, with a focus on California regional engagement

• Partner with portfolio managers to lead strategy communication, client engagement, and presentation efforts, enabling investment teams to remain focused on portfolio management and trading execution

• Provide enhanced support for large and strategically important client relationships, delivering tailored portfolio strategy insights and ensuring consistent implementation across portfolios

• Act as a feedback conduit between clients and the investment team, incorporating client perspectives, market sentiment, and competitive insights into strategy development and messaging

• Facilitate communication between the investment team, trading desk, and client-facing teams to improve efficiency, consistency, and delivery of investment solutions across regions

Basic Qualifications

• High school diploma or equivalent

• Five or more years of experience in a consultative investment role

• CFA designation

Preferred Skills & Experience

• Bachelor's degree in Finance, Economics, Business, Mathematics, or a related field, with a strong academic record

• 5 or more years of relevant experience in portfolio management, trading, strategy development, fixed income investment research, or quantitative analysis

• Demonstrated in-depth knowledge of fixed income securities, markets, and portfolio management principles

• Strong analytical and problem-solving skills with a high level of attention to detail

• Proven ability to prioritize and manage multiple projects and deadlines simultaneously

• Effective leadership skills and the ability to collaborate within a team-oriented environment

• Excellent written and verbal communication skills

• Commitment to the highest ethical standards, with a strong sense of personal accountability, risk management, and compliance awareness

• Advanced proficiency in Microsoft Office applications, particularly Excel and Copilot

• Working knowledge of Bloomberg or similar financial data platforms

• CFA designation strongly preferred

• Willingness and ability to travel up to 50% as required

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.