Investment Analyst, Fixed Income

Description

Meeder has managed short and intermediate term fixed income public sector portfolios for over 30 years, serving public entities nationwide. The fixed income portfolios include money market funds, local government investment pools (LGIPs), and customized separately managed account solutions. Our team works with operating funds, bond proceeds, capital reserves, and other funds to structure portfolios to meet client objectives.

This role will aid the fixed income investment team in various ways, including completing economic analysis, fixed income research, prospective client analyses, and helping support the management of investment portfolios.

Primary Responsibilities:

• Provide analytical support for portfolio managers, including but not limited to statistical analysis, prospect portfolio analysis, summarizing current market trends, creating market update presentations, and other recurring analyses.
• Develop familiarity with fixed income market sectors, including money markets, municipals, investment-grade corporates, and government sectors, by analyzing sector fundamentals, market research, and macroeconomic factors.
• Under the supervision of portfolio managers, make recommendations for reinvestment of security maturities considering curve and sector positioning, portfolio structuring, and stage orders on trading platforms for execution.
• Attend fixed income investment strategy discussions and contribute to developing portfolio strategies spanning LGIPs, Money Market Funds, and the separately managed account landscape.
• Establish and maintain relationships with Broker Dealer to ensure proper coverage and best execution in fixed income.
• Contribute to Meeder Public Funds overall fixed income strategy.
  
  

Critical Success Factors:

• Fiduciary and client-oriented mindset.
• Knowledge of financial markets/instruments/regulations, economic theories and relationships, valuation tools, etc. particularly as it relates to fixed income investing.
• Strong organizational and time management skills
• Excellent communication skills and ability to work with other team members toward a common goal.
• Flexibility and adaptability to a dynamic environment within a growing firm.
• High level of integrity and strong ethical standards.
• Desire for lifelong learning and the ability to self-study and learn from peers.
  
  

Req Number INV-25-00002

Position Requirements

• Bachelor's degree required in business administration with emphasis in accounting, finance, economics, or a related field.
• 1 to 3 years of relevant experience.
• Progress toward or willingness to pursue the CFA, CMT, or similar designation preferred.
• Advanced knowledge of Microsoft Office products, including Excel, PowerPoint, and Word
  
  

About the Organization Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $150 billion in assets under advisement.

Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.

At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.

Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder

• Assets Under Advisement consist of $58.4 billion of regulatory assets under management by Meeder Investment Management's registered investment adviser affiliates and $100.6 billion of non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation as of December 31, 2023.
  
  

EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).