Portfolio Analyst Job at Angel Oak Companies – 2.2 in Atlanta, GA

Overview: Angel Oak Capital Advisors is an investment management firm focused on providing compelling fixed income investment solutions for its clients. Backed by a value-driven approach, Angel Oak Capital seeks to deliver attractive risk-adjusted returns through a combination of stable current income and price appreciation. Our experienced investment team seeks the best opportunities in fixed income with a specialization in mortgage-backed securities, other areas of structured credit, and corporate credit. A highly entrepreneurial organization that embraces a strong service-based culture, Angel Oak was named a Top 150 Workplace by the Atlanta Journal Constitution the past six years.

Principal Accountabilities:
Fundamental credit analysis to assess the risks of current portfolio positions and potential new corporate investments. Analysis to focus on macro environment and industry conditions, company business strategy and management, historical financial trends and future expectations, among other factors.

Investment recommendations across a range of account types. Each recommendation to be supported by financial model and written investment summary documenting the rationale for the investment. Ongoing monitoring of investments to include updates to financial models and written summaries of changes in fundamental factors and relative value considerations.

Source and trade regional and community bank bonds under the supervision of the Senior PM.

Assist in the underwriting of new issue and secondary regional and community bank bonds.

Track and monitor daily spreads/prices for all fund positions.

Write commentary and provide market updates.

Prepare portfolio monitoring packages for bank portfolio.

Monitor holdings and help identify buy/sell candidates relative value comparison.

Provide bond analytics, model portfolios, and presentations for prospective clients.

Relative value analysis of potential investments versus alternative investment options – both within and across industry sectors.

Maintain relationships with Wall Street analysts to facilitate the flow of credit and market information.

To assist the Portfolio Managers with reporting and other duties as necessary to meet client requirements.

Minimum Qualifications:
Bachelor’s degree in business, finance, economics, or quantitative analytics

2-3 years of relevant work experience (bank, asset management, investments, risk management, regulatory)

Familiarity with quantitative methods of data analysis, including Bloomberg

Proficiency in Microsoft Office Suite

Adept at Excel spreadsheet analytical development and utilization

Preferred Qualifications:
3-5 years of relevant work experience (bank, asset management, investments, risk management, regulatory)

Advanced skills in quantitative methods of data analysis

Expert at Excel spreadsheet analytical development and utilization

Familiarity with financial risk models (market, credit, liquidity risk assessment and forecasting)

Strong report writing and communication skills

Angel Oak Capital Advisors provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

About the Company

Company: Angel Oak Companies – 2.2

Company Location:  Atlanta, GA

Estimated Salary:

About Angel Oak Companies - 2.2