Andrews & Cole, LLC · 22 hours ago
Portfolio Manager
DC-Baltimore Area
Full-time
Hybrid
Senior Level
5+ years expAndrews & Cole, LLC is seeking a Portfolio Manager to work closely with the Portfolio Management Group and collaborate with Finance, Compliance, and Legal. The role involves analyzing and trading structured products, developing portfolio strategies, and preparing portfolio reports.
AccountingConsulting
Hiring Manager
Nicole DelToro
Responsibilities
Analyze and trade structured products which may including single family and multifamily mortgage backed securities, treasuries, municipal bonds, and short-term investments
Perform portfolio management research and due diligence as necessary, including but not limited to, relative value and quantitative attribution analysis
Develop and execute portfolio strategies to meet portfolio objectives
Model and value investment portfolio on a monthly basis
Select securities and generate trading opportunities consistent with portfolio strategy and objectives and within the Trust’s investment guidelines and authorities
Prepare and analyze portfolio report
Review trade and valuation documentation for compliance with procedures and policies
Research and analyze Agency RMBS, CMBS, Treasury and municipal
Monitor and assist in managing portfolio duration consistent with set targets
Macro-economic research and analysis
Qualification
Required
Bachelor's Degree in finance, economics, mathematics or other related quantitative/analytical field from a leading, accredited college or university or equivalent experience
CFA
5+ years of experience trading/managing in agency RMBS/CMOs both in fixed rate specified and TBA flows and hybrid ARM/strip floating rate CMOs
Strong Excel modeling skills, including statistical modeling
Knowledge of structured products
Knowledge of Bloomberg and portfolio management software
Strong interpersonal skills along with the proven ability to build strong relationships with Portfolio Managers and across departments
Ability to work collaboratively across the organization to resolve issues
Outstanding analytical skills with strong problem solving skills
Company
Andrews & Cole, LLC
Andrews & Cole, LLC, has been providing exceptional consulting, executive search, recruiting and staffing services since 2002.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Brooke Fisher
Partner
Rich Raniere
Partner
Company data provided by crunchbase