Fixed Income Portfolio Manager
Job Title: Fixed Income Portfolio Manager
Reports to: Senior Fixed Income Portfolio Manager
Job Type: Full Time (Direct Hire)
Work Location: Primarily a Remote/WFH role, but monthly travel to Florida office or the NYC metro area will be required as part of this position
Compensation: $150,000 — $180,000 (base salary range) + Discretionary Bonus (potential of 30%; paid quarterly) + Profit Sharing
Position Overview: An Investment Adviser, based in Sarasota, FL, is looking to add a Fixed Income Portfolio Manager to their team. This position will be immersed in strategy and portfolio positioning as well as portfolio analytics and attribution. A highly motivated, self-starter able to proactively assume responsibility and add value to the investment process is desired.
Responsibilities:
Actively manage the Funds’ structured products investments including MBS, CMBS, and ABS & be involved in corporate bonds and Treasury sectors. A proven track record of success in managing these asset classes is essential.
Monitor the Funds’ performance relative to the appropriate benchmark and to the Morningstar peer group.
Write regular economic and market overviews for Board documents as well as for shareholder reports.
Work collaboratively with the Senior Fixed Income Portfolio Manager to coordinate investment strategy and generate investment ideas.
Provide insight and depth into relative value, credit surveillance, risk management, and economic analysis.
Requirements:
BA/BS degree in Finance and/or Economics is required.
5 to 10 years of fixed income portfolio management experience.
Experience with the following asset classes is required: MBS, CMBS, and ABS.
Strong quantitative and computer modeling skills, including extensive knowledge of Microsoft Excel (required), Bloomberg (required), and/or FactSet (preferred).
Strong writing skills.
Mutual fund experience (preferred).
Strong communication and presentation skills.
Commitment to a collaborative, team-oriented environment.
DETAILS AT A GLANCE
JOB TITLE: Fixed Income Portfolio Manager
JOB TYPE: Full Time
START DATE: ASAP
LOCATION: Primarily a Remote/WFH role, but monthly travel to Florida office or the NYC metro area will be required as part of this position
TIME COMMITMENT: Monday-Friday, 8 hours per day, 40 hours per week
HOURS: Standard 1st shift hours
COMPENSATION: $150,000 — $180,000 (base salary range) + Discretionary Bonus (potential of 30%; paid quarterly) + Profit Sharing
APPLICATION DEADLINE: ASAP
BNA RECRUITER: Nick Yacobi
HOW TO APPLY: Click on the apply button, fill out the form and upload your resume.
Please make sure to reference the job title and the BNA Recruiter Name.
This role is a FULL TIME position sourced through BNA. You would be employed and paid by the client company but we would represent you up until the offer stage.