Example Company
Software engineer
- Location
- San Francisco
- Type
- Full time
- Compensation
- $150k-$200k
- Posted
- 2 days ago
Join a team building useful software. Work closely with engineering and design to turn new ideas into products.
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Private Bank, Endowments & Foundations Portfolio Management Team , Program Analyst
- Location
- London
- Type
- Full time
- Posted
- 6D AGO
About the role
Build your investing career on a global platform that manages multi-asset portfolios for endowments, foundations, and families worldwide. You’ll partner with experienced investors and analysts to turn macro views and security-level insights into actionable portfolio decisions. In this role, you’ll deepen your global fixed income expertise while expanding your toolkit across data, research, and implementation. You’ll join a collaborative team spanning London, New York, and Mumbai, where your work is visible, valued, and connected to real client missions. If you’re energized by markets and motivated by continuous learning, we’d love to meet you.
Job summary
As a Fixed Income Analyst in the Endowments & Foundations Investment Team, you will support the fixed income research and portfolio implementation process across global bond markets. You will help evaluate investment opportunities across traditional approaches and environmental, social and governance (ESG) considerations aligned to client missions. You will combine top-down global macro perspectives with bottom-up asset class research to inform portfolio positioning. You will also contribute to tools, monitoring, attribution, and risk interpretation that strengthen how we invest and communicate outcomes.
Job responsibilities
- Analyse segments of global fixed income markets to identify themes, risks, and opportunities
- Evaluate potential investment vehicles and translate research into clear recommendations
- Build and maintain monitoring dashboards, models, and repeatable analytics to support decision-making
- Support trade implementation by mocking up trades, validating inputs, and entering trades into the trading system
- Map investment ideas across portfolios to promote consistency and adherence to guidelines
- Perform ex-post-performance attribution and summarize key drivers of returns
- Interpret ex-ante risk outputs and highlight material factor, scenario, and concentration risks
- Partner with colleagues across London, New York, and Mumbai to deliver timely research and analytics
- Communicate findings clearly through concise write-ups and presentations for internal stakeholders
- Improve processes by identifying efficiencies and enhancing data quality, accuracy, and controls
Required qualifications, capabilities, and skills
- Strong interest or understanding in financial markets, especially Global Fixed Income
- Demonstrated analytical approach and comfort working with complex datasets
- Advanced Microsoft Excel skills, including building and maintaining robust models
- High attention to detail with a commitment to accuracy, quality, and follow-through
- Clear written and verbal communication skills
- Collaborative mindset and ability to work effectively on a global, multi-location team
Preferred qualifications, capabilities, and skills
- Programming experience (e.g., Python) to automate workflows and enhance analytics
- Experience building monitoring tools or dashboards for investment or risk use cases
- Familiarity with trade lifecycle, implementation workflows, and/or investment operations controls
- Experience with GitHub Copilot or similar developer productivity tools
- Experience working with multi-asset portfolios and/or alternative investment exposures
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