Alan Biller and Associates is seeking a Senior Research Fixed Income Analyst to conduct due diligence and oversight for their fixed income portfolios with the goal of identifying managers with superior skills and competitive advantages in driving consistent value add across debt-related strategies. Responsibilities: •Qualitative and quantitative analysis to assess fixed income strategies across both public markets and private credit. •Experience across fixed income sub-asset classes including core, high-yield, EM debt, Bank Loans, and opportunistic credit vehicles. •Due diligence includes data analysis, manager conference calls, on-site visits, and write-ups. •Analyze manager performance to determine the drivers of risk and return, alpha composition and the robustness of the strategy in various market environments. The analysis is focused on assessing a manager’s unique ability to add value versus its relevant peers. •Compose cogent, irrefutable investment theses for recommended managers, focused on a differentiated investment thesis •Manage ongoing relationships with existing and potential investment managers •Work collaboratively with other research and consultant team members
Qualifications and Experience: • A Master's degree and/or certification (CFA or progress toward CFA) • Minimum of 5 years conducting multi-manager research or sell-side/buy-side experience as a research analyst in asset management • Deep working knowledge of investment strategies and capital markets • Solid capabilities in Excel and financial information systems (e.g. eVestment, HFR, MPI) • Experience in portfolio analytics/attribution through Barclays Point, Factset, or Bloomberg • Strong quantitative, analytical and problem solving skills. Detail oriented and ability to synthesis data and make deductive decisions. • Excellent communication skills - written, verbal and presentation skills for internal/external audiences as well as strong listening and questioning skills • Robust organizational skills and ability to work effectively under pressure • Team player with strong interpersonal skills and work ethic. • Willingness to take initiative, exercise independent judgment and act decisively • Curious and inquisitive
5+ years experience
Additional Salary Information: Bonus
About Alan Biller and Associates
Founded in 1982, Alan Biller and Associates has earned a national reputation for the quality of its fiduciary investment advisory services. We have done this by consistently exceeding expectations with tailored advice, informed decisions, and critical oversight.
As a result, we are one of the largest independent fiduciary consulting firms in the United States, responsible for approximately $100 billion in all asset classes, serving as fiduciaries for all of our retainer clients, and specializing in helping clients make the best-informed decisions and solve novel and difficult problems.
Our clients, which range in size from $5 million to more than $40 billion include:
Single- and multi-employer benefit plans
Corporations and public entities