Portfolio Manager - Bonds

Concord, NH 03301

Posted: 02/07/2020 Employment Type: Perm Specialty: KNF&T Job Number: 244919

Job Description


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.

 

Responsibilities

-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

-Client focused

-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


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