40|86 Advisors · 1 week ago
Portfolio Manager, Fixed Income - Carmel, IN I Relocation Assistance
Carmel, IN
Full-time
Onsite
Senior Level
$130K/yr - $196K/yr
5+ years exp40|86 Advisors is hiring a Portfolio Manager, Fixed Income who is responsible for the management of assigned investment accounts. This individual will implement portfolio strategy, report on performance, and maintain connections to financial markets to provide insights on market developments.
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Responsibilities
Managing with the goal of balancing portfolios performance and optimal investment earnings, along with other related financial objectives
Working with senior management to meet investment performance expectations
Managing bond portfolios and overall credit risk, with focus on downside protection
Overseeing and monitoring the purchase and sale of securities based upon ALM requirements, portfolio rebalancing, index migration, and other related variables
Collaborating with asset specialists, traders and research to identify appropriate investments to meet portfolio objectives
Analyzing market trends pertaining to Fixed Income investments and the ability to make decisions in the best interest of the investment portfolios/lines of business
Working closely with 4086 investment analysts on investment recommendations
Adhering to and maintaining investment policy guidelines
Qualification
Required
Bachelor's degree in Finance, Engineering, Economics, Statistics, or related field
Minimum of 5+ years of related experience in an institutional investment environment
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
Possess knowledge of full spectrum range of Fixed Income Security types
Have experience with long-term strategic asset allocation
Understand and can communicate portfolio needs and rationale
Have experience working with fixed income portfolio management tools i.e. Bloomberg
Are highly collaborative and can work well in a fast-paced environment
Demonstrate high attention to detail
Preferred
Master's Degree in Finance, Engineering, Economics, Statistics, or related field
7+ years of related work experience in an institutional investment environment
Strong drive for results
Strong written and oral communication skills
CFA, CAIA, or MBA is preferred
Benefits
Medical insurance
Dental insurance
Vision insurance
401(k) retirement plan with company match
Short-term & long-term disability insurance
Paid time-off and corporate holidays
Paid parental leave
Company paid life insurance
Company
40|86 Advisors
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase