Amherst Capital Management: Portfolio Analyst, Mortgage Backed Securities

Amherst Capital is a real estate investment specialist. Our real estate expertise is grounded in deep intellectual capital, and one of the world’s most robust U.S. real estate data sets, developed over the past 20 years. We provide investors access to both market-leading data and analysis capabilities, and BNY Mellon’s global distribution strength. We believe that this unique combination enables us to offer a level of investment expertise and technology that is unrivalled in the industry.

At Amherst Capital, we have an innovative and collaborative culture, and believe our meticulous approach to risk control, governance and compliance helps create long-term alignment of our interests with our investors.

As the market continues to evolve, we believe that our industry-leading platform provides a clear advantage. Amherst Capital is poised to alter the real estate finance landscape with our distinctive intellectual capital and proprietary data and analytics designed to help clients meet their portfolio needs.

The Team

The Mortgage Backed Securities (MBS) Portfolio Management team provides investment advice with respect to over $5.4bn in mortgage related assets. Their use of proprietary technology blends rich asset level detail, quantitative capabilities and strong fundamental insights that provide a differentiated view into fundamentals driving asset performance.

We have an opportunity for a Portfolio Analyst (PA) to join the MBS Portfolio Management team in

Boston.

Profile Summary

The Portfolio Analyst is responsible for a wide range of daily responsibilities that support portfolio management and trading, including monitoring duration, cash, sector targets, security level targets, and assisting Traders. The PA will work closely with the Portfolio Managers and Traders to calculate the effect of any strategy changes on the portfolio and analyze the suitability of the transaction.

The position offers significant growth opportunities as training in securities trading, portfolio analysis, and cutting edge mortgage analytics will be provided. The Portfolio Analyst is a member of the mortgage team and will report directly to the portfolio manager.

Responsibilities

Responsible for trade related activities include maintaining position records, entering information to the fixed-income trading system, and acting as a liaison between trading and operations staff;

Set up securities, field information requests and maintain spreadsheets and databases for all trading related inquiries;

The Incumbent has no direct trading responsibilities but will talk and relay information from brokers and help traders to stay on top of all news and market information;

Manage investment reporting and analytics for the mortgage team, supporting the marketing and client service teams with data requests;

Responsibilities may also include interpreting performance attribution, tracking error reports, generating other portfolio analytics, and tracking market data.

Qualifications

Required Skills

Fixed Income experience a must; preferably as a Junior Portfolio Analyst or Junior Research Analyst;

Trading support experience preferred;

Prior experience working with fixed-income securities a must;

BA/BS degree required. Work toward/possession of advanced degree and/or CFA is desired;

Strong analytical and quantitative skills;

Must be a strong problem solver, able to work with limited direction;

Excellent computer skills, SQL, Excel, VBA, Bloomberg;

Sharp, self-motivated and intellectually curious with excellent communications skills.

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world’s financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It’s the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

As one of the world’s leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients’ needs. Encompassing BNY Mellon’s investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements.

With our extensive experience in anticipating and responding to the investment and financial needs of the world’s governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.

Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-Massachusetts-Boston

Internal Jobcode: 31311

Job: Trading

Organization: Amherst-HR13428

Requisition Number: 1701308