Investment Grade Credit Portfolio Manager

Company: CFA Institute
Location: Los Angeles
Posted on: May 28, 2023

Job Description:

Responsibilities:The following duties are generallyrepresentative of the nature and level of work assigned and are not necessarily all inclusive

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• Investment grade credit portfolio managemer
  
• Manage portfolios to achieve / exceed alpha targets within risk tolerances and constraints, while following client/fund guidelines and restrictions.
  
• Implement trade programs to drive portfolio construction and optimize portfolio positioning. Work with research and traders to ensure accurate execution and compliant portfolio outcomes.
  
• Monitor and invest cash flows resulting from client subscriptions and redemptions.
  
• Ensure that portfolios are in compliance with investment guidelines and communicate and resolve potential issues expeditiously.
  
• Enhance portfolio management processes. Develop and implement tools to aid in portfolio construction and reporting.
  
• Contribute to alpha and idea generation through cross asset relative value, sector rotation, security selection, and duration/yield curve positioning.
  
• Closely track broad market and sector trends to source opportunities for portfolios and drive alpha.
  
  Qualifications:
  
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  • Minimum five years of experience in portfolio management or related role such as portfolio research, risk management, compliance and operations, or trading, preferably related to fixed income portfolios.
    
  • BA/BS required. CFA charterholder or progress to becoming a CFA charterholder a plus.
    
  • Fixed income and general finance knowledge, including an understanding of bond math and risk.
    
  • Strong understanding of markets, including complexities of different issue types, liquidity, and trading.
    
  • Ability to grasp quantitative concepts of risk and exposure and their application to portfolio management.
    
  • Knowledge of portfolio management of separate accounts a plus (e.g., managing across differing investment guidelines, investment strategies, allocation of across accounts, etc).
    
  • Strong technical skills including advanced Excel, Power Point, and Bloomberg. SQL, VBA, Python and other programing experience a plus.
    
  • Excellent written and verbal communication skills. Ability to clearly present investment status and plan to senior management and investors.
    
  • Strong team player
    
    

Keywords: CFA Institute, Los Angeles , Investment Grade Credit Portfolio Manager, Executive , Los Angeles, California