Senior Research Analyst Fixed Income

Annex HQ 

Senior Research Analyst – Fixed Income 

We are looking for a Senior Research Analyst with a focus on Fixed Income to join our growing team at our headquarters in Brookfield, WI. This role is centered on the ethical, efficient, and effective execution of the firm’s investment philosophy and process. You will operate with a high degree of autonomy and independence, serving as a subject matter expert in fixed income. A key part of your role is to assess and provide recommendations for improving our investment philosophy and process. 

Annex Wealth Management – Know the Difference 

Join Our Growing Team at Headquarters in Brookfield, WI! 

Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? ‘Know the Difference’ applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features!  

Annex Wealth Management is a privately held, full-service registered investment advisor acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more. 

Communication and Education are key to Annex Wealth Management’s growth. Check us out on YouTube, our multiple podcasts, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX. 

At Annex Wealth Management, our values aren’t just words – they guide how we work every day: 

• Knowledge 
• Accountability 
• Integrity 
• Courage 
• Respect 
• Ownership 

Does this resonate with you? We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything you do, we’d love to hear from you. 

What You’ll Do 

The primary purpose of this role is to effectively, efficiently, and ethically execute on the firm’s investment philosophy and process as a subject matter expert in fixed income.  

• Research & Analysis: Conduct detailed research and analysis to generate new investment ideas and monitor existing ones within your area of expertise. Your work will serve as the foundation for the Investment Oversight Committee's decisions. You will model and evaluate potential investment strategies and present your findings and recommendations clearly and concisely. 
• Investment Recommendations: Formulate and present well-supported recommendations for improvements to our investment philosophy and processes. Your proposals will be based on rigorous research and will directly influence the firm's strategic direction. 
• Process Execution: Skillfully implement processes established by the Investment Committee, serving as a lead for idea generation and monitoring within your area of expertise. Responsible for analysis and implementation spanning mutual funds, ETFs, and individual fixed income securities, including portfolio construction. 
• Education Creation: Define, create, and communicate empowering investment education for clients and internal stakeholders. 
• Mentorship and Collaboration: Support and mentor junior research team members, helping them develop their analytical skills. You'll also take part in firm-wide projects, contributing your analytical expertise to broader initiatives. 

What You’ll Need to Succeed 

• Proven Experience: 3 years minimum of Analyst experience. Demonstrated expertise and a deep understanding of fixed income. 
• Certifications: Possession of a major designation such as a CFA, or a Master’s degree in a relevant field. 
• Technical Skills: Expert proficiency in relevant research software, i.e. proficiency in Bloomberg. 
• Work Style: You thrive in an autonomous environment and can manage tasks with minimal supervision. 
• Team Approach: A proactive team player who is ready to mentor and support the success of the broader team. 

Comprehensive Benefits 

We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.  

This includes a comprehensive suite of: 

• Benefits: Our benefits package includes medical, dental, and vision insurance, as well as a 401(k) plan to help you secure your financial future 
• Life & Disability Insurance 
• Paid Time Off (PTO) 
• 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution  
• Company Events: We believe in celebrating wins and creating connections – whether it’s through get togethers, our Annual Picnic, or company milestones 
• Opportunities for professional growth and development 
• Summer hours 

We are committed to providing an environment where you can thrive and achieve your full potential. 

Equal Employment Opportunity: Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.