Jr. Portfolio Analyst

Company:  Angel Oak
Location: Atlanta
Closing Date: 18/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
Who We Are:
Angel Oak Companies is a diversified financial services company specializing in asset management and non-agency mortgage origination. These two business lines allow us to pursue our vertically integrated business model where information from our ecosystem drives a continuous loop between investment management and product development. Angel Oak offers income-driven structured credit solutions through our public and private fund platforms.
Angel Oak Capital Advisors, LLC is the asset management arm focused on identifying and executing income-driven investment strategies to address opportunities within the mortgage and structured credit markets. The firm offers investment vehicles across a range of liquidity horizons to match client needs and return objectives. Through the Public Funds, investors obtain retail access to the structured credit market via mutual funds, ETFs, and closed-end funds. Institutional investors gain access to private mortgage credit via Angel Oak’s integrated, “originate-to-own” approach. Our model allows for full transparency and control of the origination process as well as a consistent supply of investible assets which provides a distinct competitive advantage within mortgage credit investing that has not been replicated by any of the firm’s competitors.
Angel Oak Capital Advisors is a $17 billion investment management firm focused on providing compelling fixed income investment solutions with an added level of expertise in the securitized credit space. We are a highly entrepreneurial organization that embraces a strong service-based culture, and Angel Oak has been consistently named a Top 150 Workplace by the Atlanta Journal Constitution. Candidates will be an integral part of a successful and quickly growing firm that fosters and values innovation.
Position Overview:
In this role, you will be responsible for maintaining the data analytics and reporting infrastructure across Angel Oak’s public strategies which include mutual funds, ETFs and SMAs. You will work closely with our portfolio managers, traders and other stakeholders to develop and maintain portfolio analytics, client & internal reporting, and due diligence requests. This is a unique opportunity to contribute to the success of a dynamic and growing asset management firm in the structured credit space.
Principal Responsibilities:
  • Maintain, develop and implement analytical tools specific to structured credit instruments.
  • Enhance reporting frameworks for structured credit investments, ensuring accurate and timely reporting to investment teams, senior management and clients.
  • Work closely with the investment team to provide analytics and insights for portfolio construction and asset allocation decisions.
  • Monitor investment holdings and their performance, identify outliers and relative value opportunities.
  • Participate in due diligence requests from various stakeholders across the firm.
  • Architect and execute ETL processes tailored for intricate data structures within a multifaceted organization, ensuring optimized performance, data integrity, and adherence to compliance standards.
Qualifications
Minimum:
The selected candidate should be a detail oriented, highly motivated, organized, and self-directed individual who is constantly striving to exceed expectations. The candidate will consistently maintain a positive attitude, a high level of activity and be motivated by surpassing goals and contributing to the success of the team.
  • Bachelor’s degree in a quantitative discipline such as finance, economics, mathematics, or a related field.
  • Strong quantitative and analytical skills, with an understanding of fixed income.
  • High level of proficiency in programming languages such as Python, SQL.
  • Excellent communication and presentation skills, with the ability to convey complex concepts to both technical and non-technical stakeholders.
  • High level of proficiency in Microsoft Excel and PowerPoint.
  • Detail-oriented with strong organizational and problem-solving abilities.
  • Ability to work effectively both independently and as part of a team in a fast-paced, deadline-driven environment.
  • Proficiency in ETL tools and processes, with hands-on experience in data extraction, transformation, and loading from various sources.
  • Ability to design and optimize data transformation workflows, ensuring data integrity and performance.
Apply Now
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