Manager, Fixed Income Resume Samples

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JW
J West
Jeanne
West
6265 Casper Locks
Philadelphia
PA
+1 (555) 309 4542
6265 Casper Locks
Philadelphia
PA
Phone
p +1 (555) 309 4542
Experience Experience
Phoenix, AZ
Fixed Income Portfolio Manager
Phoenix, AZ
Windler Inc
Phoenix, AZ
Fixed Income Portfolio Manager
  • Direct responsibility for the strategic management of all aspects of Fixed Income portfolio management, including duration and curve positioning in both Australian and global markets
  • Driving growth strategies for the business
  • Liaising with clients and gatekeepers
  • Ensuring our product suite is meeting market demands
  • Contributing to decisions on team structures to best deliver quality outcomes to clients
  • Contributing to the knowledge and development of the fixed income rates teams
  • Maintaining and building close ties between the different fixed income professionals in Australia and overseas
Philadelphia, PA
Manager, Fixed Income Settlements
Philadelphia, PA
Jones, Feil and Hudson
Philadelphia, PA
Manager, Fixed Income Settlements
  • Identify operational risk and inefficiencies, develop and implement efficient Ops processes and controls, and work-around
  • Performs according to prescribed procedures
  • Designing workflows for new products, IT fixes and enhancements
  • Supervises settlement of fixed income transactions/ manage net funding and Tri-party allocation
  • Support new business initiatives, ensuring proper operations support and controls prior to the commencement of trading
  • Supervises monitoring of cash flows associated with Cpn Interest payments
  • Directs Fixed Income Operations user acceptance testing, system migrations, fixes, and enhancements
present
Dallas, TX
Fixed Income Alternatives CLO Portfolio Manager
Dallas, TX
Wuckert, Wolff and Frami
present
Dallas, TX
Fixed Income Alternatives CLO Portfolio Manager
present
  • Responsible for portfolio construction and monitoring of European CLO vehicles and warehouses
  • Analyse CLO vehicle cash flows, including asset prepayments, reinvestments and projected distributions
  • Ensure portfolio test targets across CLO vehicles are constantly maintained and optimized
  • Liaise with Loan Portfolio Managers and Credit Analysts to assess opportunities for CLO vehicles and ensure key investment decisions are implemented into managed vehicles
  • Tracking of primary pipeline and secondary investment opportunities from syndicated leveraged loan and senior secured bond markets in order to maximize arbitrage within CLO vehicles
  • Interact with sell-side loan sales and trading teams to ensure market information and technicals are known and well understood, both on the general loan market and on underlying credits
  • Communicate with ABS Portfolio Managers on underlying collateral performance and projected single name default outlook. Co-ordinate proposals of when/how to launch new vehicles
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Cornell University
Bachelor’s Degree in Finance
Skills Skills
  • Ability to make quick decisions, establish priorities and concentrate on detailed information under stressful conditions
  • Cultivate a wide range of market relationships, including brokers and market makers, while developing objective evaluation tools to measure execution and portfolio performance
  • Internal and External Client Engagement: Responsible for the promotion of PowerShares funds to internal and external clients through product development, capital markets and due diligence
  • Implements portfolio strategy through duration/yield curve, sector allocation (corporate, mortgage, treasury, municipal, and asset-backed bonds), and security selection levers in relation to the portfolio performance index and current fixed income policy
  • Investment Process Improvements: engagement with a team of portfolio managers and operations analysts to propose and implement best practices that aim to continuously improve the investment process and promote scalability in index management
  • In addition to index reconstitution portfolio trading, the portfolio manager will be responsible for tax management, corporate action management, cash and compliance trading under the supervision of the Senior Portfolio Manager of Fixed Income
  • Monitors portfolio returns to determine results and the portfolio’s strategy to determine appropriateness given changing bond markets and client objectives
  • Portfolio Management and Fiduciary Oversight: the daily portfolio management functions of an ETF such as creating an optimal portfolio which effectively tracks the index in a tax-efficient manner
  • Communicate regularly with clients to remain updated on relevant personal and financial issues, utilizing this information to form investment management decisions
  • Apply the Consultative Investment Management Process to client accounts, including the use of cash flow analysis, risk controlled asset allocation analysis, the generation of an investment policy statement, and proposal as well as incorporating only approved products and investment managers and conducting quality client reviews consistent with goals based investing
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15 Manager, Fixed Income resume templates

1

Portfolio Manager, Fixed Income Resume Examples & Samples

  • Contribution to active strategy setting in Pan-Asia Fixed Income Team with specific focus on Asian currency and interest rate management, with an emphasis on Nth Asia markets
  • Portfolio responsibilities will include implementation of strategy, trade execution and mandate compliance
  • Sound understanding of macro-economic drivers of markets and ability to interpret trends and market impact
  • Contribute to development and enhancement of research and investment process
  • Communicate process and strategy to consultants, clients, internal business development and client relationship colleagues as and when required
2

Fixed Income Alternatives CLO Portfolio Manager Resume Examples & Samples

  • Understanding and experience of CLO vehicle mechanics, portfolio tests and return drivers
  • Familiarity with loan trading processes and settlement procedures
  • Experience investing in the European leveraged loan market and senior secured bonds a plus
  • Inquisitive nature, driven to excel in all aspects of assessing opportunities within the leveraged loan market
  • Must possess the desire and ability to work in a team-orientated environment
3

Manager Global Fixed Income Rates Resume Examples & Samples

  • Assume market risk management oversight for the books assigned
  • Ensure that on a daily basis, market risk for the assigned books is thoroughly analyzed and communicated to senior management on a timely and accurate basis
  • Acquire a thorough understanding of the business(es) assigned. This may include, but not limited to, trading strategies, risk profiles, P&L trends, market trends and relevant IT systems
  • Scrutinize the daily risk calculations to identify risk taking activities, new deals and valuation issues
  • Produce ad-hoc risk analyses for the businesses assigned, as and when required
  • Directly manage operational processes surrounding valuation and risk calculations for the assigned portfolios
  • Contribute to the testing and development of new tools and systems to automate risk processes
  • General knowledge of fixed income, interest rate derivatives, and related products, financial markets and financial risk management concepts
  • One to two years’ experience in a risk management or valuation role with exposure to fixed income trading products
  • Must be detail-oriented and self-motivated. ‘
  • Must show a willingness to learn about the business(es) assigned
  • Strong analytical aptitude and skills are essential
  • Advanced programming skills inVisual Basic for Excel and some experience with UNIX is desirable
  • Must be willing to learn new applications as and when required
  • Ability to work independently in a fast paced environment and manage multiple priorities
  • Ability to adapt to rapidly changing priorities
4

Fixed Income Portfolio Manager Resume Examples & Samples

  • Direct responsibility for the strategic management of all aspects of Fixed Income portfolio management, including duration and curve positioning in both Australian and global markets
  • Driving growth strategies for the business
  • Liaising with clients and gatekeepers
  • Ensuring client requirements are met or exceeded
  • Ensuring our product suite is meeting market demands
  • Contributing to decisions on team structures to best deliver quality outcomes to clients
  • Contributing to the knowledge and development of the fixed income rates teams
  • Maintaining and building close ties between the different fixed income professionals in Australia and overseas
  • A recognised track record of outperformance in directional interest rate strategies
  • At least five years experience in a risk taking role in fixed income markets
  • Broad knowledge of diversified alpha strategies including directional, curve and derivative strategies
  • A strong level of drive, initiative, commitment, and dedication
  • A strong level of client commitment
  • Excellent communication skills and an ability to work as part of a team
  • The ability to develop strong relationships across the business
  • Relevant tertiary qualifications (finance, CFA candidacy or qualification highly regarded) with an exceptional academic record
5

Am-municipal Fixed Income Portfolio Manager Resume Examples & Samples

  • Years municipal fixed Income experience
  • Years portfolio management experience
  • Strong analytical skills, high aptitude for numbers
  • Ability to identify trends though numerical analysis
6

Portfolio Manager, Fixed Income Resume Examples & Samples

  • University degree in quantitative finance or similar
  • Solid technical background in mathematics, programming, finance
  • CFA a plus
  • Strong knowledge of fixed income, currencies and derivatives
  • Minimum 5 year experience
  • Programing skills Excel/VBA. Matlab, SQL
  • Good understanding of database
  • Knowledge of SimCorp and Charles River a plus
7

Fixed Income Portfolio Manager Resume Examples & Samples

  • Working within a team environment, and focusing on the government and corporate sectors, this Portfolio Manager (PM) on Columbia’s Short Duration Fixed Income Team (team primarily manages Short Duration and Stable Value assets) is responsible for managing Institutional and Mutual Fund assets in a team environment where PMs work collaboratively in managing complex short duration fixed income portfolios
  • The PM will work closely with the team’s Senior Portfolio Manager for Credit and Governments in implementing portfolio strategy and optimizing and rebalancing portfolios
  • The PM will also work closely with Columbia’s centralized research and trading teams
  • This role focuses on short duration and stable value fixed income assets, adding value in sector and security selection
  • Degree(s) from highly respected institution(s)
  • Strong computer skills and experience with fixed income analytic and trading systems
  • Strong communication skills with the ability to participate in internal strategy meetings and roundtable discussions with the ability to articulate an investment process and strategy in a group setting
  • Located in Portland, OR
  • MBA is preferred but not required
8

Fixed Income Valuations Manager Resume Examples & Samples

  • Develop Fixed Income IPV procedure and governance in line with global standards
  • Partner the business, providing price verification of whole portfolio
  • Improve procedures, systems and control through automation
  • Build strong relationships with the desk, as well as model validation, quants, finance, collateral and client services
  • Constantly review all parameters and check pricing input uncertainties
  • Get involved with new deal approvals, model reviews and anything that is impacted by valuations
  • 6+ years financial services experience, with in-depth knowledge of fixed income products
  • Knowledge of derivative valuations
  • Business level Japanese and fluent in English
  • Managing a team within finance, market risk or valuations
  • In depth experience of fixed income valuations
9

Fixed Income Portfolio Manager Resume Examples & Samples

  • Managing and researching fixed income strategies for both sovereign and corporate bonds
  • Oversight of the Fixed income component of the multi-asset funds
  • Communication on market performance and trends to the wider market, including sales teams and clients
  • Demonstrable knowledge and interest in Fixed Income markets
10

Passive Fixed Income Portfolio Manager Resume Examples & Samples

  • Ensures that portfolios are maintained within investment guidelines and that they do not violate applicable government and industry regulations and trends
  • Uses systems to rebalance funds as needed, to invest cash and to accommodate contributions/withdrawals
  • Maintains knowledge of financial markets, regulatory developments and the evolving index landscape
  • Engages with clients and prospects to represent our investment process, philosophy and performance
  • Knowledge of modern portfolio management theory and applications, as well as statistics and quantitative methods in finance acquired through formal education
  • Ability to work with multiple competing deadlines
  • Client focused relationships
  • Persuading and influencing
11

Short Duration Fixed Income Portfolio Manager Resume Examples & Samples

  • Working with the lead portfolio manager and other PM teams across the firm, is responsible for generating active risk-adjusted investment performance and day to day management of Short Duration Fixed Income portfolios
  • Articulate and maintain our robust and consistent investment process in managing the portfolios in a team environment
  • Effectively manage structured securities and draw upon the resources of other portfolio managers and research analysts
  • Monitor industry trends and contribute to team strategy discussions
  • 7+ years or greater experience managing short duration fixed income assets for a large institutional asset manager
  • Broad view of the fixed income markets with a strong mix of quantitative and fundamental skills in analyzing and investing in Government and Investment Grade Corporate securities
  • Candidate should excel in working in a team environment
  • Graduate degree in Finance, MBA or related field preferred
12

Fixed Income Portfolio Manager Resume Examples & Samples

  • Portfolio Management of Yen Fixed Income products
  • Coverage includes JGB, Municipal Bonds, Yen Swap etc
  • Portfolio Management of Yen Fixed Income products in Hedge Fund, Investment Bank or Bank based in Japan
13

Fixed Income Portfolio Manager Resume Examples & Samples

  • Strong knowledge of investments and financial markets
  • Strong quantitative and financial technology skills (Bloomberg, Aladdin, Excel). Knowledge of fiduciary responsibilities and the legal and regulatory contexts within which investment decisions are made
  • Demonstrated ability to assess information, make timely decisions, and prioritize numerous tasks
  • Passion, integrity, creativity, and inquisitiveness
  • Bachelors degree in a financial or quantitative discipline; CFA, or advanced degree preferred
  • At least 5-7 years of investment management and financial markets experience, including portfolio management, trading, and quantitative research
14

Manager, Fixed Income Resume Examples & Samples

  • Takes leadership role by providing input to senior managers in identifying and anticipating regulatory issues that impact the role and responsibilities of the team and developing plans to address these issues
  • Takes leadership role in implementing regulatory plans under the direction of senior managers by coordinating staff to accomplish goals
  • Assists senior managers in the budgeting, recruitment, and training of staff pursuant to regulatory and business plans
  • Bachelor's degree in Finance, Economics, or Business or equivalent work experience, plus a minimum of seven years of directly related experience
15

Fixed Income Portfolio Manager Resume Examples & Samples

  • Ability and track record of generating money making investment ideas within fixed income markets that are supported by rigorous analysis and communicated with strong conviction
  • Ability to dynamically assess and analyze volatile or distressed credits; risk management experience is a plus
  • Ability to develop and use tools to track credit performance and identify opportunities, risks, and relative value ideas
  • Ability to develop and use tools to monitor portfolio positioning and performance of portfolios, across portfolios and time
  • A high level of initiative and interpersonal skills; ability to work independently, as well as in a small, collaborative team, while also communicating and interacting with a larger group of investors and credit analyst teams
  • Ability and willingness to travel and strong presentation skills
  • Strong academic credentials, MBA/CFA preferred
16

Senior Fixed Income Valuation Manager Resume Examples & Samples

  • Support/perform valuations of various types of consumer and small business loans, securities, and servicing rights
  • Maintain and implement recurring updates to Lending Club's valuation models; maintain valuation model documentation
  • Model, analyze, validate and implement enhancements to Lending Club's valuation assumptions, methodologies and practices in concert with team members and other teams
  • Conduct valuation analytics within and across portfolios and identify drivers of valuation changes
  • Partner with Lending Club's Risk Management team to implement high quality default and prepayment forecasts for use in valuations
  • Routinely analyze and explain key changes in valuations against performance expectations
  • Identify and analyze valuation drivers in valuation sensitivity analyses
  • Provide support to consultants on valuation consulting assignments, periodic validation of valuation models and periodic independent valuation benchmarking
  • Support and respond to reviews of valuation models, processes and results by internal and independent auditors
  • Further the quantitative and fixed income expertise of the team
  • Master’s degree or equivalent training in a quantitative discipline
  • 4-7 years of applied experience, preferably in the financial services industry
  • Strong knowledge of principles of fixed income analytics including yield/price/return analyses, credit risk and prepayment modeling, option-adjusted spread analytics, relative value analysis and portfolio modeling
  • Experience with fixed income cash flow modeling and approaches to discounting cashflows
  • Experience with statistical applications, preferably in the context of credit risk modeling and/or fixed income valuation
  • Understanding of the relationship between delinquencies, roll rates and borrower default probabilities
  • Understanding of the drivers of borrower prepayment behavior
  • Experience in using, building, reviewing, validating and/or implementing fixed income models
  • Experience in SQL and one of SAS, R or other equivalent data analytic tools
  • Ability to perform as an individual contributor and partner effectively with other members of a team
17

TMS Fixed Income & FX Manager Resume Examples & Samples

  • Ensure the team is organised on a daily basis to ensure
  • All trades are Pre Matched in accordance with market deadlines
  • Act as the first point of contact for all key stakeholders escalating issues and risks as appropriate to the Senior Management
  • Provide daily leadership to the TMS Fixed Income and FX team, assisting with coaching and guidance, helping the team to meet their goals and ambitions by conducting quality appraisals
  • Understand the importance of managing risk ensuring that procedures are updated and followed thus minimising Operational risk across the team
  • Liaise with Counterparts, Custodians and Trading desks to resolve daily issues and improve processes
  • Good understanding of the cash funding process
  • Ability to recognise and solve emerging problems, escalating as required
  • Ability to manipulate and interpret data e.g. strong Excel skills
  • A good awareness of Investment Management Operations and the connection to asset servicing and NAV production
  • Familiar with Omgeo Central Trade Manager, Alert
18

Portfolio Manager, Municipal Fixed Income Resume Examples & Samples

  • 8-10 years experience and demonstrated success in investment management, securities/credit analysis, trading or financial consulting
  • Completion of applicable investments certification
  • Excellent analytical and interpretive skills
  • Able to maintain effectiveness, accuracy and performance in a fast-paced and demanding environment with multiple concurrent priorities
19

Senior Manager, Equities & Fixed Income Resume Examples & Samples

  • Accounting Designation (CA, CPA, CMA, CGA), University Degree in Finance/Accounting or related field
  • 7-10 years experience in an operations/accounting environment related to fixed income, equity and hedge fund environments at an asset management firm or Investment Banking environment
  • Has a minimum understanding of tax and related tax issues
  • Comprehensive working knowledge of accounting, operational risk controls, investment products and Canadian accounting standards
  • Comprehensive working knowledge of accounting, operational controls, investment products
  • Strong working knowledge of the hedge fund industry
  • Experience in broader capital markets including derivatives is considered an asset as is management of settlements and corporate actions in an asset management or custodial setting
  • Experience successfully leading multiple projects while maintaining daily operational effectiveness
  • Detail-oriented and strong leadership and interpersonal skills combined with the ability to readily adapt to the rapidly changing investment business and technology environments
  • Excellent time management and a sense of urgency to meet deadlines
  • Team leader who enjoys working in a high performance culture, and is flexible and comfortable with evolving priorities
  • Demonstrated ability to be a builder and drive change in a changing business environment
  • Effective verbal and written communication skills
  • Experience with managing larger teams is an asset
  • Exemplifies our Guiding Principles of integrity, partnership and high performance
20

Manager, Fixed Income Settlements Resume Examples & Samples

  • Supervises settlement of fixed income transactions/ manage net funding and Tri-party allocation
  • Supervises monitoring and resolution cash breaks and fails
  • Identify operational risk and inefficiencies, develop and implement efficient Ops processes and controls, and work-around
  • Support new business initiatives, ensuring proper operations support and controls prior to the commencement of trading
  • Directs Fixed Income Operations user acceptance testing, system migrations, fixes, and enhancements
  • Supervises monitoring of cash flows associated with Cpn Interest payments
  • Organizes Disaster Recovery testing
  • Approvals of cash and security movements
  • Strong int’l fixed income products knowledge; systems knowledge and integration experience
  • Requires Securities Registration Series 99 or equivalent
  • Minimum of a BA/BS degree in finance or related field
21

Portfolio Manager Fixed Income Resume Examples & Samples

  • CFA, CAIA, CPA or MBA preferred
  • Experience in selecting institutional fixed income investment managers is required
  • Must possess a solid knowledge of fixed income markets and strategies globally
  • Must possess very strong and diverse excel skills including excel modeling
  • Position is located in New Brunswick, NJFinance
22

Fixed Income Portfolio Manager Resume Examples & Samples

  • Ability to make investment decisions that are supported by rigorous analysis and communicated with strong conviction
  • Demonstrated ability to clearly and concisely communicate investment decisions and strategy
  • Possess the ability to dynamically assess and analyze volatile or distressed credits; risk management experience is a plus
  • Strong quantitative skills, a high level of initiative and true team orientation are mandatory
  • Proven interpersonal skills; ability to work well in a small, collaborative team, while also communicating and interacting with a larger group of investment people
23

Fixed Income Portfolio Manager Resume Examples & Samples

  • Manage securitized exposure for USD fixed income portfolios within risk tolerances, while complying with client/fund guidelines and restrictions
  • Raise orders to implement and maintain securitized asset positions. Work with Trading to monitor execution
  • Enhance portfolio management processes. Contribute to development and implementation of portfolio construction, data modeling, compliance, and reporting tools
  • Contribute to alpha, yield and idea generation through spread duration management, sector rotation and security selection
  • Learn and keep current in securitized assets and general fixed income markets. Participate in market and alpha generation discussions. Assist in market research efforts
  • Research and resolve compliance violations due to both active and passive movement
  • Deliver performance attribution and reporting
  • BA/BS required. Progress toward CFA a plus
  • Minimum five years of experience and knowledge of securitized assets (ABS, CMBS, RMBS) strongly desired
  • Fixed income and general finance knowledge, including an understanding of quantitative concepts of bond math, risk and exposure
  • Understanding of complexities of different issue types, liquidity, and trading and their application to portfolio management
  • Ability to adapt quickly to changing market environments and perform under tight time constraints
  • Strong problem solving skills and diligent attention to detail
  • Technical skills including advanced Excel and Aladdin
24

Fixed Income Junior Portfolio Manager Resume Examples & Samples

  • Propose and manage trade orders by working closely with senior portfolio managers and trading desk
  • Invest daily client subscriptions and ensure redemptions are dealt with in an efficient manner
  • Monitor orders throughout the day and the resolution of any data/compliance issues
  • Handle portfolio managers’ enquiries and resolve issues by escalating matters to relevant parties including operations, compliance and RQA in a timely fashion
  • Monitor Aladdin Corporate Actions Manager dashboards and process corporate actions elections for team as needed
  • Produce daily, periodic and ad hoc reporting required by the investment team using Aladdin tools such as Green Package etc
  • Establish strong business relationships with numerous internal teams (BRS, GPAS, Operations, Compliance, Onboarding, Trading, RQA, etc.)
  • Work closely with the team’s product specialists to ensure smooth on-boarding process and account activation for all new mandates and generating reports and analysis for client queries
  • Working knowledge of the financial markets, with familiarity in fixed income products and investing
  • Knowledge of Aladdin tools, particularly Portfolio Construction, RACE, Tableau, Portfolio Monitor, PRISM and Aladdin Dashboard preferable
  • Excellent quantitative skills; proficient with Microsoft Excel, Bloomberg experience a plus
  • High quality BA / BS in Finance, Economics, CFA or similar field with relevant experience preferable
  • Proficient in programming language (VBA/MATLAB/Python) preferable
  • Successful experience working both independently and as part of a team in a fast-paced, entrepreneurial environment; drive to succeed
  • Demonstrated planning and organization skills and the proven ability to work efficiently under pressure. Ability to work with challenging situations in a mature manner
25

Fixed Income Portfolio Manager Resume Examples & Samples

  • Maintain and promote organizational and ethical norms in internal and external business conduct
  • Maintain a current understanding of Comerica's Investment Policy Committee's outlook, asset allocation guidelines
  • Manage an existing book of business in accordance with each client's investment policy statement, consistent with Comerica's asset allocation and investment policy guidelines
  • Maintain thorough understanding of Comerica's proprietary strategies and open architecture platform
  • Maintain knowledge of domestic and international financial markets
  • Maintain a working knowledge of the current financial regulatory environment, fiduciary standards and current and proposed tax laws
  • Apply the Consultative Investment Management Process to client accounts, including the use of cash flow analysis, risk controlled asset allocation analysis, the generation of an investment policy statement, and proposal as well as incorporating only approved products and investment managers and conducting quality client reviews consistent with goals based investing
  • Develop and execute a comprehensive transition plans for a new client's investments
  • Communicate regularly with clients to remain updated on relevant personal and financial issues, utilizing this information to form investment management decisions
  • Develop, maintain and grow client relationships
  • Actively participate in community organizations to build referral networks and source new business opportunities
  • Achieve sales production goals
  • Bachelor's degree in Accounting, Finance or Business from an accredited university
  • 10 years investment experience
  • 10 years Investment Management Strategies and Products experience
  • 5 years of experience in managing fixed-income portfolios with special emphasis on municipal bond portfolios
  • 3 years of experience with Microsoft Office Products, including Outlook, Word, PowerPoint and Excel
26

Fixed Income Portfolio Manager, Global Bond Resume Examples & Samples

  • Manage a Global Macro alpha sleeve as part of the Global Bond team
  • Contribute to the global macro investment dialogue and process
  • Ensure a keen focus on generating performance for clients; and
  • Work with distribution teams to help grow assets and client relationships
  • Minimum attributable track record of five (5) years managing an absolute return global macro approach
  • Ability to work both independently and as part of a global team; and
  • Excellent academic credentials, ideally including a post-graduate or professional qualification
27

Portfolio Manager Global Fixed Income Resume Examples & Samples

  • Analyze economic developments, the market environment and the specific performance drivers for the asset class in question
  • Be part of the alpha generating process
  • Be part of the management of the global fixed income portfolios
  • Communicate views, both internally and externally
  • 3-5 year experience as a fixed income portfolio manager
  • Good communicator, both verbally and in writing
  • Proficient in English, both verbally and in writing
  • Proficiency in Excel and other standard computer programs
  • Relevant Master degree or other relevant professional qualification
28

Fixed Income Portfolio Manager Resume Examples & Samples

  • Portfolio Management and Fiduciary Oversight: the daily portfolio management functions of an ETF such as creating an optimal portfolio which effectively tracks the index in a tax-efficient manner
  • In addition to index reconstitution portfolio trading, the portfolio manager will be responsible for tax management, corporate action management, cash and compliance trading under the supervision of the Senior Portfolio Manager of Fixed Income
  • Responsible for the facilitation of trading of underlying securities and providing feedback on execution quality. Trading experience across a wide range of fixed income securities (U.S. and international corporates, sovereigns, preferred securities, mortgages, etc.) is preferred
  • The candidate should have a thorough understanding of trading in both voice and electronic environments
  • Investment Process Improvements: engagement with a team of portfolio managers and operations analysts to propose and implement best practices that aim to continuously improve the investment process and promote scalability in index management
  • Internal and External Client Engagement: Responsible for the promotion of PowerShares funds to internal and external clients through product development, capital markets and due diligence
  • Cultivate a wide range of market relationships, including brokers and market makers, while developing objective evaluation tools to measure execution and portfolio performance
  • Additional responsibilities may include best execution analysis, investment committee attendance, and research
  • A minimum of 5 to 10 years of asset management experience is required
  • Five or more years of Fixed income trading is required
  • Portfolio management experience strongly preferred
  • Experience in Exchange Traded Funds or index management is preferred
  • Experience and proficiency in Bloomberg API and Microsoft Excel is a must. General Blackrock Aladdin analytics knowledge is also strongly preferred
  • Prior programming experience is a plus, but not required
  • Candidate will require strong analytical skills to analyze and interpret various market data and apply such information to written reports and oral presentations
  • In-depth knowledge of the global fixed income markets, prior trading experience, and the ability to provide market and fund attribution analysis are required
  • Ability to make quick decisions, establish priorities and concentrate on detailed information under stressful conditions
  • Desire to work closely in team managed approach with fellow portfolio managers is required