Investment Analyst Fixed Income

The Montana Board of Investments (BOI) provides prudent investment management of state and local government funds and supports economic growth across Montana. MBOI manages a range of investment programs and works with financial institutions state agencies and local governments to enhance and expand Montanas economy.

The Fixed Income Investment Analyst provides critical analytical trading and operational support to the Boards investment staff with a primary focus on internally managed fixed income portfolios. The role focuses on domestic investment-grade bonds across multiple portfolios including Core Fixed Income for the Consolidated Asset Pension Pool (CAPP) the Trust Funds Investment Pool (TFIP) the Short-Term Investment Pool (STIP) and the State Fund Investment Portfolio (SFIP).

The analyst contributes to security selection portfolio analytics and performance monitoring and collaborates closely with the Director of Fixed Income Chief Investment Officer Executive Director and other senior investment staff. This is an excellent opportunity for a motivated investment professional to deepen fixed income expertise in a missiondriven public investment organization.

Key Responsibilities:

• Conduct quantitative and qualitative credit analysis on new and existing fixed income investments and present recommendations to the fixed income team.

• Execute all aspects of trading and settlement for fixed income securities under the guidance of the Director of Fixed Income.

• Develop and maintain knowledge of capital markets issuers and sectors using tools such as Bloomberg external research services and other publicly available information.

• Monitor portfolio performance risk and activity in absolute terms and relative to benchmarks and maintain pool and/or portfolio analytics for internal and external management programs.

• Create and maintain investment information reports and analytics that support monitoring decisionmaking and communication of the investment process.

• Assist internal accounting staff and the custodial bank with processing investment transactions and achieving reporting standards.

Benefits:

• Professional Growth Opportunities

• Work/Life Balance

• Competitive benefit packages

• Access to regional no-cost health centers

• Excellent retirement options including Defined Benefit or Defined Contribution plans

• Generous Paid Vacation and Sick Leave and Holidays

The BOI Team:

Our foundation of success is a team that is effective and dedicated built on mutual trust and respect. We provide a challenging and rewarding work environment that allows you and the team to succeed. Our team has clear goals that are encouraged through compensation recognition and growth opportunities. The environment at BOI is dynamic and the work continually evolves providing opportunities to learn grow and advance in ones career.

Learn more about the Montana Board of Investments here.

Living in Helena Montana:

Helena offers great schools a thriving arts and culture scene outdoor recreation of every kind and fantastic healthcare services to provide all you want and need. Tucked just below the Continental Divide Helena is centrally located between Yellowstone and Glacier National Parks. Helena also has a rich history originally founded as a gold camp during the Montana gold rush.

Helena is a relatively quiet place to call home where small-town living can include outdoor adventure. Learn more about moving to and/or living in Helena Montana here.

Qualifications:

• Bachelors degree in Business Administration Accounting Finance Economics or a closely related field.

• One to three years of experience in asset management investment management investment consulting or other financial fields.

• Demonstrated knowledge of investment types their application use and markets.

This position requires the successful completion of a background check.