CLO Fixed Income Portfolio Manager jobs in United States
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Principal Financial Group · 7 hours ago

CLO Fixed Income Portfolio Manager

Principal Financial Group is seeking a CLO Fixed Income Portfolio Manager to lead investment strategies for high-yield and leveraged loans. The role involves managing flagship accounts, representing the firm in client meetings, and mentoring staff to drive performance and innovation.

Financial ServicesInsurance
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Responsibilities

Develop and execute competitive high-yield and leveraged loan strategies and processes
Manage flagship accounts, ensuring alignment with client objectives and delivering top-tier performance and P&L results
Represent Principal Fixed Income in client meetings, presentations, and industry forums; support product development and marketing
Monitor global markets and industry trends to identify opportunities and risks
Lead, mentor, and develop staff to foster collaboration, innovation, and results

Qualification

CLO strategiesFixed income investmentsCFA charter holderGlobal economies knowledgeBig data techniquesPythonMBAChange managementStrategic planningRelationship buildingDecision makingCommunication skillsLeadership

Required

Bachelor's or Master's degree in business, finance, economics or another technical field
10+ years' work experience with fixed income strategies in a trading, research, portfolio specialist or portfolio management capacity
Prior experience developing CLO strategies
CFA charter holder

Preferred

Deep knowledge of global economies and investment theories, fixed income investments, and related regulatory requirements
MBA
Familiarity with database structures, big data techniques and programming languages (ie Python, MATLAB, R)
Must be able to build and maintain strong relationships and negotiate
Strong abilities in the areas of change management, strategic planning, decision making, communication (verbal and written), presentations, and leadership
Ability to make decisions quickly and effectively in a highly competitive environment with incomplete information

Benefits

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.
Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.

Company

Principal Financial Group

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Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.

Funding

Current Stage
Late Stage

Leadership Team

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Dan Houston
President and CEO
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Liliana (Lil) Waters, CPA, FLMI
CFO – US Distribution
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Company data provided by crunchbase