Fixed Income Portfolio Manager / Trader
Investment Advisory Firm on the west coast seeks an individual to manage the firm's fixed-income investment products. This position requires previous experience with client meetings, final presentations and proven performance. You will be working with all maturities from overnight to thirty years and cover all the major fixed income sectors including governments, agencies, corporates, mortgage and other pass-through securities. The investment team employs a diversified investment approach emphasizing both fundamental & quantitative considerations.
You will actively manage the firm’s fixed income investment products for only institutional clients, working closely with other Portfolio Management/Research and Trading Department to experience firsthand the all-encompassing responsibilities that are integrally linked with meeting each client’s investment objectives. Our clients are national pension fund accounts (i.e. ERISA accounts, Foundations, Corporations, Taft-Hartley (unions), etc.). You will manage client portfolios in accordance with client guidelines – goal is to exceed performance expectations as compared to industry index/benchmarks.
CFA and MBA a plus.