Senior Analyst Investment Fixed Income

Bank of Hawaii•Honolulu, HI

1d•Onsite

About The Position

Under the direction of the Fixed Income Manager, manages high revenue and high sensitivity portfolios and client relationships. Also, maintains competitive depth and breadth and a high degree of competency in the financial markets. Analyzes and assesses discretionary portfolios for individual and institutional clients and mutual funds in compliance with portfolio objectives and risk parameters. Analyzes and evaluates a wide range of information to maintain a high level of competency in financial markets and to formulate and give input to fixed income strategies. Supports communication of investment results, market conditions, and the firm’s investment process to internal and external clients including but not limited to helping produce collateral materials and analysis of the mutual funds and clients’ specific investment situations. Trades fixed income securities to align portfolios with their objectives and to achieve competitive performance. Also supports the Portfolio Management Team with daily portfolio management duties. This includes but is not limited to developing and improving reports for portfolio management needs, improving efficiency and mitigating risks. Communicates to Portfolio Managers any issues or considerations that may impact the management of portfolios. Reports potential risks and assists in the mitigation of identified risks. Maintains some relationships with institutional and Trust clients. Assists business development officers and trust officers with client retention and asset growth. Provides support to mutual fund wholesale effort and preparation for trustee and wholesale client meetings. Assists in the maintenance of internal and external relationships related to trading, mutual funds and other third party vendors. This includes but is not limited to managing vendors to ensure optimal utilization of available technology and to address any system related issues. Partakes in projects of various scopes to monitor the portfolios and interface with other departments to achieve objectives. Maintains fluency in all applicable laws, standards and regulations. Ensures that all assigned portfolios are in policy and regulatory compliance. Assumes new client relationships, assists other team members with special projects, maintains effective communication with other support groups within the Investment Services Group and keeps business errors and mistakes to a minimum. Develops interpersonal skills to better serve our clients and actively pursues continuing professional development through leadership and development training available internally as well as through training sponsored by investment industry associations. Performs all other miscellaneous responsibilities and duties as assigned.

Requirements

Bachelor’s degree from an accredited institution with major in business, finance, mathematics, or economics.
Minimum 5 to 7 years prior experience in portfolio analysis, related position in the financial industry or equivalent work experience.
Demonstrated proficiency in the financial services/securities industry as a portfolio analyst or securities analyst.
Possesses a competitive performance track record.
Requires knowledge of complex analytic systems.
Demonstrated proficiency and expertise with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, Access, and PowerPoint) or similar software.
Knowledge of or ability to use Bank software and systems, including portfolio management and securities trading and analysis software.
Demonstrated verbal and writing communication skills.
Strong inter-personal and presentation skills.
Ability to work independently and under pressure of multiple changing priorities and deadlines.
Must be a critical thinker with the ability to explain complex ideas clearly and succinctly.
Able to provide own transportation or to operate a vehicle with a valid driver’s license and commute as required.
Travels by air as required.
Able to work evenings, weekends, and holidays.
Ensure (or assist with ensuring) compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.

Nice To Haves

Advanced degree (MBA) or professional certification (CFA, CFP, etc.) or equivalent work experience.

Responsibilities

Manages high revenue and high sensitivity portfolios and client relationships.
Analyzes and assesses discretionary portfolios for individual and institutional clients and mutual funds in compliance with portfolio objectives and risk parameters.
Analyzes and evaluates a wide range of information to maintain a high level of competency in financial markets and to formulate and give input to fixed income strategies.
Supports communication of investment results, market conditions, and the firm’s investment process to internal and external clients.
Trades fixed income securities to align portfolios with their objectives and to achieve competitive performance.
Supports the Portfolio Management Team with daily portfolio management duties.
Develops and improves reports for portfolio management needs, improves efficiency and mitigates risks.
Communicates to Portfolio Managers any issues or considerations that may impact the management of portfolios.
Reports potential risks and assists in the mitigation of identified risks.
Maintains relationships with institutional and Trust clients.
Assists business development officers and trust officers with client retention and asset growth.
Provides support to mutual fund wholesale effort and preparation for trustee and wholesale client meetings.
Assists in the maintenance of internal and external relationships related to trading, mutual funds and other third party vendors.
Manages vendors to ensure optimal utilization of available technology and to address any system related issues.
Partakes in projects of various scopes to monitor the portfolios and interface with other departments to achieve objectives.
Maintains fluency in all applicable laws, standards and regulations.
Ensures that all assigned portfolios are in policy and regulatory compliance.
Assumes new client relationships.
Assists other team members with special projects.
Maintains effective communication with other support groups within the Investment Services Group.
Keeps business errors and mistakes to a minimum.
Develops interpersonal skills to better serve clients.
Actively pursues continuing professional development through leadership and development training.
Performs all other miscellaneous responsibilities and duties as assigned.