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Investment Grade Syndicate
Career Insights for Investment / Portfolio Analyst
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Scorecard
Based on Connecticut data
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What they do
An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.
$95,245 / year median in Connecticut
-7% projected decline
Job Description
PLC - 3.7
Stamford, CT Job Details Full-time $110,000 - $170,000 a year 1 day ago Benefits Disability insurance Health insurance Dental insurance Tuition reimbursement Paid time off Parental leave Vision insurance Opportunities for advancement Retirement plan Qualifications Presentation software AI tools proficiency Bloomberg Bachelor's degree Presentation preparation Experience practicing in the securities industry Series 79 Series 63 Full Job Description Location Stamford, United States Job typePermanent | Contract typeFull Time Experienced This is a general indication and doesn't always reflect day-to-day responsibilities. Check the job description for full details. #R-00283992
Job description This role is based in the United States and as such all normal working days must be carried out in the United States. This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities or requirements of the role. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department and the business. Join us as an Analyst or Associate, Investment Grade Syndicate. Take on an Analyst or Associate role on the US Investment Grade Syndicate team originating and executing primary market issuances You'll work closely with US and European DCM origination partners to help pitch and execute USD investment grade debt offerings for our global client footprint Take on a role with strong career‑development potential as you help grow a focused and expanding franchise What you'll do As an Analyst or Associate, you'll assist with new issue execution process through the lifecycle of a bond underwriting transaction from pre-announcement to 90 day settlement including order book reconciliation, trade booking, P&L flash, syndicate settlement. You'll act with integrity, due skill, care and diligence, while developing, deepening and institutionalising strong client relationships. Alongside this, you'll maintain close, collaborative partnerships with internal stakeholders, working as part of a cohesive team to deliver joined‑up client outcomes. You'll also: Liaise with our global credit sales teams to help package flow secondary activity and investor behavior for our corporate and financial issuer clients Provide regular updates to global colleagues on the US investment grade market, as well as bespoke client updates when required Assist with the preparation of client pitches ensuring high quality content, as well as accurate presentation of the materials Collaborate with other global product partners to further promote USD opportunities beyond senior IG bond issuance Follow closely macro trends from the Strategy team, and use that to take views on the implications and outlook for US investment grade credit Identify trends in the market, and take the initiative to produce high quality, new content to distribute to global origination colleagues Build your network of colleagues within the US and around the globe to be viewed as a Subject Matter Expert on USD capital markets debt financing Continuously maintain a deep understanding of the pulse of the market, and use this knowledge to thoughtfully provide pricing indications and funding recommendations for our issuing customers. The skills you'll need To thrive in this role, you'll bring at least 1-3 years of experience in a sell side bank capital markets position (preferred). We'll expect you to enjoy working within an entrepreneurial environment within the structure of a large global bank, partnering closely with colleagues across the franchise to deliver high calibre client outcomes and advance shared commercial goals. You'll also bring: A bachelor's degree, BA or BS Series 79 and Series 63 licenses Proactive approach to work with good organizational capabilities and high attention to detail Strong communication, presentation and interpersonal skills Proficiency in MS Excel, MS Powerpoint, Bloomberg and AI tools The confidence to take on broad responsibilities in a growing platform The expected base annual salary range for this position is $110,000 - $170,000 at the start of employment. This is not a guarantee of compensation. The exact compensation is determined on an individualized basis and may vary based on skills, experience, training licensure, certifications and location. In addition to base salary, our total rewards package also includes eligibility for an annual discretionary bonus; medical, dental, and vision plans; life and disability insurance; employee wellness programs; retirement and savings plans with potential employer contributions; generous paid time off policy, parental leave and tuition reimbursement. It is the policy of NatWest Markets Securities Inc. and its parent, affiliates and/or subsidiaries to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, sex, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws. "Know Your Rights"Benefits
- Paid Time Off (PTO)
- Financial Aid/Assistance
- Other Retirement and Savings
- Health and Wellness Programs