Income Analyst Job Description
Income analyst
provides sector outlook and participate in credit sector allocation strategy and fixed income investment strategy for Asian and global EMD platforms.
Income Analyst Duties & Responsibilities
To write an effective income analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included income analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Run scheduled and ad-hoc reports for Fixed Income senior management, Fixed Income professionals, and others
Update fixed income written supervisory procedures to address Firm policies and procedures SEC, FINRA and MSRB rules and regulations
Assist Firm’s Compliance Examiner with drafting audit plans, conducting on-site examinations and writing audit reports of fixed income branch offices and product lines
Work with managers in the fixed income capital markets departments to ensure that the managers carry out the Firm’s supervisory responsibilities
Support daily activity of fixed income professionals (traders, strategists, business development, marketers, trade support)
Have a strong understanding of Fixed Income instruments including pricing and analytics
Assist in data gathering and presentations for various projects and the annual SSAE16
Interface with FI traders and Portfolio managers to problem solve and resolve issues
Interface with various firm departments including operations, IT, compliance, risk and legal, respond to requests and obtain services
Prepare and report portfolio characteristics, and other investment data for all US FI products to internal and external clients in a timely manner
Income Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Income Analyst
List any licenses or certifications required by the position: CPA, CFA, ITIL, COLD, DA, BA
Education for Income Analyst
Typically a job would require a certain level of education.
Employers hiring for the income analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Accounting, Business, Economics, Engineering, Graduate, Mathematics, Computer Science, Taxation, Management
Skills for Income Analyst
Desired skills for income analyst include:
Excel
Outlook and the Internet
Fixed income
Access and Outlook
Fixed Income Markets
Royalty Calculations and use of rates
Bloomberg
Computer programming
Information technology
Desired experience for income analyst includes:
Strong knowledge of the electronic market with actual experience with applications in pricing, electronic distribution, quoting (RFQs), execution and STP
Strong relationship management skills with proven history in dealing with stakeholders and globally distributed project teams
Proven ability to manage and work within multiple projects, priorities and demands in an efficient and dynamic manner that is proactive
Experience working in fast-paced, collaborative environment
Ability to manage multiple streams of delivery with attention to detail
Proactive in understanding the environment we operate in from production status through to the various needs of stakeholders / program goals
Income Analyst Examples
1
Income Analyst Job Description
Job Description Example
Our innovative and growing company is hiring for an income analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for income analyst
- Prepare and report portfolio characteristics and other investment data for all US Fixed Income products, including Multi-Sector, Corporate, Emerging Market Debt and Securitized to internal and external clients in a timely manner
- Generating views and ideas about the fixed income market
- Act as a liaison with industry sources to capture and develop new investment ideas
- Proactively collect and interpret market information
- Foster the development of global views across teams
- Provide thorough and timely research to secondary audience abroad
- Respond to support calls from internal and external users of JPMM Mortgage Analytics screens
- Manage communication with end-users and escalation of issues with the development teams
- Direct testing and manage user-acceptance testing on new release of JPMM screens
- Perform product demos for potential future users of JPMM Mortgage Analytics
Qualifications for income analyst
- Ability to articulate, both oral and written, objectives, issues, impediments and resolution, etc
- Ability to influence progress and priorities across areas of responsibility
- Experience working with the desk – , ability to troubleshoot quickly
- Experience delivering projects globally across a number of asset classes
- Project Life Cycle and Project Management training
- Excels at analyzing functional needs that drive the analysis and design of quality solutions
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Income Analyst Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of income analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for income analyst
- Execute short-term fixed income trades such as repo, CP and governments
- Lead and participate in various research projects pertaining to the fixed income team
- Proven experience of working with above assets in both modelling and OMS capacity, CRD is beneficial but not essential
- Work as part of a Front Office Scrum team to gather requirements from the required business areas
- Executing delivery in the team by managing internal and external dependencies, documenting and resolving blockers, and efficient resource planning
- Being the point-of-contact for queries related to Trade Capture in US
- Develop and maintain financial models of credits followed and manage research database
- Monitor existing credit positions for credit quality and valuation
- Track performance of recommendations
- Analyze new issues for potential inclusion in portfolios
Qualifications for income analyst
- The ability to multitask and work independently required
- Bachelor’s Degree with a highlighted emphasis in mathematics, computer science, or finance
- Minimum 3+ years’ work experience in the financial services
- MBA with 2 to 3 years of relevant work experience in Asset Management or Finance Industry
- Interest and passion for capital markets
- Knowledge of or willingness to learn basic scripting language skills
3
Income Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of income analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for income analyst
- Performs pre and post-trade compliance checks, in a timely manner
- Interact with the users to gather core business requirements and translate such requirements into documentation for relevant parties
- Design smart and scalable solutions following the banks standards with a view of Front to Back solutions where industrialization of processes and maximization of STP is paramount where possible
- Create of Business Requirement Documentation and Functional Specifications
- Provide 2nd line support and business analysis services to Front Office and Operations staff looking at and resolving application issues from a development and solution perspective
- Take a leadership role within the team from an analysis perspective and be the reference point for analysis processes and standards
- Provide accurate status updates to Senior Management and engage all relevant stakeholders in partnership
- Maintain a broad perspective on securities valuations
- Foster rapport with external sales and trading, and stay current on key market events and offerings
- Provide analytical support to functional teams as directed by team lead
Qualifications for income analyst
- Strong analytical framework in order to create reports for ad hoc request from PMs, clients, sales/marketing, prospects, consultants, PAG, 5P team, research partners
- Solid problem solving skills, can work independently
- Visual Basic expertise
- Would typically have extensive experience of investment grade credit analysis in European markets
- Maintaining and developing a bespoke fee sensitivity analysis module that has been rolled out globally, and becoming involved in the roll out of this across other jurisdictions
- Providing input to the assessment methodology, and propose continuous improvements to the model
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Income Analyst Job Description
Job Description Example
Our company is looking to fill the role of income analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for income analyst
- Providing first-tier support on our key Fixed Income platforms
- Conduct investment research on assigned fixed income investment portfolios, taking into account financial market conditions, competitor analysis, asset class characteristics, portfolio construction and positioning to support the needs of the portfolio manager or portfolio specialist
- Serve as a senior member of the US Custody department reporting to the Manager of Income
- Responsible for the accurate interpretation and processing of all income events in the US and international markets and Forex related entries
- Work in close interaction with Client Services team to answer clients queries
- Complete projects and efficiency initiatives as assigned
- Interact with our vendors when needed concerning events announcements
- Liaise with our subcustodians for Income on foreign markets, participate to service quality review
- Produce KPI and weekly statistics on volumes
- Answer any internal and external audit request
Qualifications for income analyst
- Provide revenue forecasts as required by Finance function
- Ensure methodology used for forecasts is clearly communicated across the business to all relevant stakeholders
- Work with the Investment Risk teams to extract data from the in house market risk system for all funds
- Ensure new funds / clients are included in the analysis on a timely basis
- 3-5 years within Investment Risk, Investment Analysis or Investment Management
- Experience ideally within performance fee analysis, investment strategy analysis and product understanding across equities, bonds and currency investments
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Income Analyst Job Description
Job Description Example
Our innovative and growing company is looking for an income analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for income analyst
- Closeout trades
- Interface with the street for closeout trades
- Compiling and sending out partialled trade report to back office
- Compiling and sending out broker close outs to front office
- Work with Middle Office for Fails resolution
- Collate and book funding requirements from various trading desks and currencies
- Maintaining securities positions and records for Traders
- Correcting trade errors via trade ticket/system
- Maintain constant vigilance regarding the updating of trading positions via the front office on-line system
- Monitor the trade input flow for external broker trades via the front office system
Qualifications for income analyst
- CFA or FRM qualification, or progress towards is also very highly regarded for this role
- Experience programming with programming languages is a strong plus
- Working knowledge of reporting tools such as SSRS is a plus
- Working knowledge of data mining tools is a plus
- Strong interpersonal skills with a customer service orientation and experience
- Ability to independently develop and analyze alternative solutions and make recommendations