Portfolio Manager - Bonds
Concord, NH 03301
A well-established, growing investment advisor in Central NH is seeking a Portfolio Manager with a strong understanding of Bonds to work in a team environment with other highly skilled professionals to manage their clients’ investment portfolios.
-Day to day management of client portfolios. Activities include portfolio structuring, evaluation, analysis, trading and compliance. Maintain high level of daily interaction with Investment Management Team.
-Enable an open discussion forum within the Investment Management Team to foster continuing market analysis and performance results.
-Monitor developments in the financial markets to maintain an understanding of current and anticipated trends and how they may affect the firms client portfolios.
-Meet with clients to review their portfolios and market developments.
-Support Portfolio Managers as directed including doing research for processes, projects and portfolio management initiatives.
-Actively support Marketing efforts with new business development.
-Work with the operations group for trade processing and reporting.
Required Skills and Experience
-Performance oriented with a strong sense of responsibility and team player
-Strong background in financial markets
-Demonstrated knowledge of the asset management business and processes
-Expert Excel, database, and Bloomberg skills
-Strong analytical skills
-Strong interpersonal, communication, and writing skills
-Financial modeling or securities trading experience beneficial
-Experience: minimum 5 years of experience in the management of fixed income investment portfolios or equivalent
Salary: 140K-150K base + Bonus and 401K match available