Portfolio Analyst

Insight Investment

Portfolio Analyst supporting stable value and fixed-income portfolios at Insight Investment, a global asset manager. Analyzing risk, performance, asset allocation, and interest-rate scenarios.

Posted 8/13/2026full-timeSan Francisco • California • 🇺🇸 United StatesMid-LevelSenior💰 $95,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in fixed income portfolio management, including asset allocation analysis, risk monitoring, and financial modeling. Proficient in generating performance reports and collaborating with cross-functional teams to support investment strategies.

Highest-signal resume keywords

Fixed Income Portfolio ManagementFinancial ModelingAnalytical SkillsExcel ProficiencyInvestment Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio ConstructionAsset Allocation AnalysisRisk Metrics MonitoringPerformance ReportingAttribution AnalysisMarket Value Data ManagementLiquidity MonitoringBond Market UnderstandingInterest Rate DynamicsEconomic Data Tracking

Soft Skills

Excellent Communication SkillsDetail-OrientedOrganizational SkillsTime Management Abilities

Tools & Technologies

Market Data Systems

Industry Keywords

Investment ManagementFixed IncomeTrading SupportResearchAsset Management

About the role

Key responsibilities & impact

Support Portfolio Managers in overseeing and monitoring stable value (fixed income) portfolios
Assist with portfolio construction, asset allocation analysis, and liquidity monitoring
Monitor portfolio risk metrics and alignment with client guidelines and objectives
Track economic data, interest rate trends, and credit market developments and summarize insights
Develop and maintain financial models for interest rate scenarios and portfolio valuation, duration, and performance analysis
Support trading, data integrity, market value data management, and investment reporting processes
Generate performance reports, attribution analysis, and internal investment materials
Prepare client and prospect presentations and investment commentary materials
Collaborate with relationship managers, accounting/operations, product development, and client service teams

Requirements

What you’ll need

Bachelor’s degree in business, finance, economics, or a related technical field
Experience in fixed income, investment analysis, trading support, research, or asset management
Foundational understanding of bond markets, interest rate dynamics, and economic market conditions
Strong analytical and quantitative skills
Proficiency in Excel and financial modeling
Familiarity with market data systems is a plus
Excellent written and verbal communication skills
Detail-oriented with strong organizational and time management abilities
Demonstrated interest in building a long-term career in investment management
Previous fixed income portfolio management experience preferred
Exposure to fixed income trading, portfolio reporting, and data management preferred

Benefits

Comp & perks

No benefits or compensation extras are specified in the posting.