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Portfolio Manager I - Fixed Income
Multiple locations
Posted 6+ months ago
Job Description:
The Portfolio Manager within the Chief Investment Office (CIO) will be responsible for managing a variety of Fixed Income separately managed accounts (SMAs), portfolio construction and strategy implementation, with the goal of driving strong investment performance on a risk-adjusted basis. The candidate will conduct all aspects of managing portfolios day to day, including trade execution, positioning oversight, and documenting account activities and client interactions. She/He will also support a range of client-service activities and outreach as well as contribution to investment strategy.
Role Responsibilities:
• Implement CIO Fixed Income Investment strategies within client portfolios
• Daily monitoring of portfolio positioning, identifying appropriate trades in order to manage portfolios to investment targets and models (e.g. credit quality, duration, curve, and security selection), overdrafts, rash raises, etc.
• Ensure timely enrollment of new accounts onto trading and portfolio management platform (Charles River) and investment of new funds
• Interact with Private Bank partners to communicate team capabilities/solutions as well as resolve client questions
• Partner with Senior Fixed Income PMs to deepen existing client relationships and provide additional capacity to engage prospective clients
• Prepare client presentations and new business materials. Resolve ad hoc client requests
• Create and build investment content for prospect presentations and investment reviews for existing clients
• Contribute expertise and views to the development of the Fixed Income team’s investment strategy and portfolio positioning
Qualifications:
• 4-7 years of relevant Fixed Income experience (portfolio management, trading, or credit research) or experience in an investment decision making role working with high net worth clients and ultra-high net worth clients
• Strong relationship management and polished communication skills
• Ability to manage multiple deliverables simultaneously, work independently, but also support broader team efforts
• Curiosity, knowledge and enthusiasm for the securities and financial market
• Organized, attention to detail and can juggle multiple deliverables at the same time without sacrificing quality of work
• Strong analytical and problem-solving skills
• Bachelor’s degree required. MBA/CFA or progress towards CFA preferred
Shift:
1st shift (United States of America)
Hours Per Week:
40
Learn more about this role
