Fixed Income Portfolio Manager

Recruiter
5/3 Bank
Location
Grand Rapids, Michigan (US)
Salary
approx 75k per year + annual bonus
Posted
12 Sep 2022
Closes
12 Oct 2022
Employment Type
Full Time
Education
Bachelors

GENERAL FUNCTION:

Manages fixed income assets for one or more fixed income strategies for institutional and/or Trust Department clients. Operates within established investment policy guidelines providing investment management, client service, and support of new business efforts. May assist more senior Fixed Income Managers with major accounts.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Under direct supervision, manages fixed income assets within established investment policy guidelines within a team environment.

Implements policies and programs approved by management and the Investment Committee.

Provides support with marketing and relationship management efforts.

Builds awareness of new investment strategies, techniques, and products through regular contact with other industry professionals, and through internal and external research.

For individually managed accounts, invests fixed income assets according to the applicable investment policy statement to deliver a competitive rate of return relative to the client's benchmarks and/or objectives.

Assists more senior Fixed Income Managers with larger, more complex relationships.

Conducts and communicates sector and security research analysis.

Aids in the formation of investment strategies.

Aids in the execution of investment strategies.

Participates in internal and external communication activities.

Supports the Trust Department trading and research functions as necessary.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

Bachelor's degree required in a related field.  Advanced degree, such as MBA encouraged.

Professional certification such as a CFA encouraged.

Three or more years’ investment experience, including investment decision-making.

Solid written, verbal, interpersonal and presentation skills.

Effective qualitative, analytical and problem solving skills.

Experience in an environment that stresses both individual accountability and team based performance.

Proficient in the use of Microsoft Office software including Word, Excel, and PowerPoint.

WORKING CONDITIONS:

● Normal office environment with little exposure to dust, noise, temperature and the like.

● Extended viewing of CRT screen.

 

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