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Taxable Bond Portfolio Analyst

Boston, MA

Summary:

The Taxable Bond Portfolio Analyst will support portfolio managers and traders in managing fixed income portfolios across corporate, government, agency MBS, and other sectors. This role requires strong quantitative, technology, and analytical skills to evaluate performance, monitor risk, and support investment decisions across taxable bond strategies.

Responsibilities:

  • Monitor and analyze daily portfolio performance and risk exposures (duration, convexity, spread risk) across taxable bond strategies.
  • Support portfolio managers and traders in implementing trade ideas, including modifying curve positioning and sector exposures.
  • Monitor portfolios for adherence to client investment guidelines, regulatory requirements, and internal risk limits.
  • Contribute to scenario analysis and stress testing to evaluate portfolio positioning relative to market events.
  • Maintain internal models, dashboards, and databases used for monitoring and analysis.
  • Prepare quarterly and monthly investment reports, including updated statistics, charts, and market commentary.
  • Collaborate with marketing and client service teams to provide data for presentations and pitchbooks.
  • Contribute to automation projects to streamline reporting and analysis using tools such as Python, VBA, or SQL.
  • Partner with IT and the Enterprise Data and Analytics team to improve data accuracy and accessibility.
  • Generate custom quantitative analysis and ad hoc support as needed.

Qualifications:

  • Bachelor’s degree in finance, economics, mathematics, engineering, or a related field. Master’s degree in engineering or a quantitative discipline preferred.
  • Strong analytical and technical skills with proficiency in Microsoft Excel (pivot tables, lookups, macros).
  • Familiarity with Bloomberg, FactSet, Morning Star, or similar platforms.
  • Experience with Python, SQL, VBA or R preferred.
  • CFA charter or progress toward CFA designation preferred.
  • Understanding of fixed income analytics including yield curves, duration, and credit risk.
  • Team player with strong communication skills and ability to collaborate across investment, risk, and operations teams.
  • Ability to manage multiple priorities in a dynamic, market-driven environment.

This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote. 

The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance.

Base Salary Range

$90,000-$125,000 USD

 

GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.

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This is a hybrid position requiring 4 days per week in our Boston office, with the option to work remotely 1 day per week.

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I hereby give permission for GW&K Investment Management (GW&K) to examine my experience, educational and business qualifications, and authorize GW&K to contact all or any of the employers, educational institutions and other references provided. I further authorize my previous employers and references to provide all information requested by GW&K, and hereby release and hold harmless all persons and entities, including GW&K, from liability in doing so. In addition, I understand that consistent with its industry obligations, GW&K conducts background checks on all new hires, and if I am offered and accept employment with GW&K, I understand and agree to comply with this process.

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In the event I am employed by GW&K, I agree to comply with all Company rules and policies, including GW&K’s requirement that all secondary employment and certain outside activities be disclosed to the Company in order to determine if such employment or activities conflict with my duties to GWK.

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I understand that employment at GW&K is terminable 'at-will', which means that the employment relationship may be terminated by either me or the Company at any time and for any reason not prohibited by law. I understand that nothing in this application or in any discussion or offer of employment creates a contract betweenmyself and GW&K, and that no supervisor or representative of GW&K has the authority to enter into an oral agreement to employ me for any specified period of time.

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I understand that the Immigration Reform and Control Act of 1986 requires that if I am hired, I must furnish within 72 hours of commencing employment appropriate documentation to the Company establishing my identity and right to work in the United States.

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