Job responsibilities:
- Fixed income investing with focus on limiting downside risk, individual security selection and price valuation inefficiencies in the market
- Under the supervision of senior portfolio managers, responsible for developing and implementing strategic asset allocation and optimized portfolios which outperform client defined benchmarks utilizing relative value, macro and microeconomic analysis
- Leverage FI portfolio optimization to manage a large number of portfolios
- Provide analysis of portfolio positioning, sector allocations and key risk metrics
- Determine account & portfolio suitability of securities for participation in investment recommendations
- Study market commentary, research opinions, and economic forecasts to assist in determining tactical investment strategy
- Actively participate and represent the platform’s philosophy, process & strategy styles at client, consultant and internal meetings
- Participate in the planning and development of new business processes
- Prepare marketing and client meeting materials
Required Qualifications, Capabilities and Skills:
- Idea generation and implementation in risk budgeting, analysis, portfolio sector allocations and trading skills are all important to success in this position
- Strong aptitude to identify and minimize investment/business risk
- Strong verbal & written communication skills required
- Requires a team focused, detailed oriented and process focused individual
- Excellent decision making and problem solving skills, requiring only limited guidance and oversight
- Ability to manage complex and at times conflicting priorities and constraints in at times a high stress environment
- Strong aptitude in desktop technology/productivity tools such as Excel
- Relevant industry experience and experience in a similar role
- Bachelor’s degree in Business, Finance, Economics, Mathematics, Computer Science or other STEM subjects.
Preferred Qualifications, Capabilities and Skills:
- Portfolio optimization experience preferred
- Python / R data analysis skills preferred
- Experience with portfolio management tools such as Bloomberg preferred
- Preference will be given to candidates with their CFA designation, python coding skills, and/or a postgraduate degree.