Corporate Portfolio Associate jobs in United States
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American Century Investments · 1 week ago

Corporate Portfolio Associate

American Century Investments is a leading global asset manager focused on helping clients achieve their financial goals. The Corporate Portfolio Associate will assist portfolio managers with portfolio administration and trade execution while engaging with various teams to ensure effective management of investment-grade and high-yield assets.

Financial Services
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Responsibilities

Engage with corporate portfolio managers to manage single and multisector bond mutual funds and ETFs
Leverage knowledge of trading platforms and systems to model trades based on new cash flows or portfolio team directions
General portfolio administration including tracking new issues, secondary trades, and providing insight into market activity
Identify relative value opportunities, tax-loss swap opportunities, and propose trade ideas to meet strategy goals
Work with portfolio managers to ensure accounts are invested within guidelines, create and review exception reports, monitor account positioning
Assist in ad-hoc research projects, technology improvements, and client data requests

Qualification

BloombergFixed Income TradingAnalytical SkillsMS OfficeFinance ApplicationsCommunication SkillsCreative ThinkingAttention to DetailTeam CollaborationAdaptabilityClient Focus

Required

Strong analytical skills, strong understanding of statistics, and attention to detail
Excellent communication skills with ability to communicate clear and concise. Both verbally and in written form, with high accuracy and attention to detail
Ability to work independently in a fast-paced, dynamic environment
Strong MS Office skills (Excel, Outlook, PowerPoint, Word)
Experience with Bloomberg, Factset
AI / prompting experience
Creative thinker with inquisitive mind
Bachelor's degree in business, finance, economics, or a scientific/technical field
Minimum of 2 years of experience at an asset manager, hedge fund, bank, or other financial institution
Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven

Preferred

Relevant certifications in finance

Benefits

Competitive compensation package with bonus plan
Generous PTO and competitive benefits
401k with 5% company match plus annual performance-based discretionary contribution
Tuition reimbursement, formal mentorship program, live and online learning

Company

American Century Investments

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American Century Investments an asset management company focused on delivering investment results.

Funding

Current Stage
Late Stage

Leadership Team

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Patricia Ribeiro
CIO
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Company data provided by crunchbase