Icmarc
Portfolio Manager
Icmarc, Washington, DC
Join a great place to work with MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, MissionSquare Retirement was founded to provide portable retirement benefits for city and county managers, enabling accumulated retirement assets to be transferred between employers. Today, MissionSquare Retirement serves more than 1.5 million participant accounts, and more than 9,000 retirement plans across the country. We have an extraordinary talent base and invite you to consider joining MissionSquare Retirement's Investment team.
The Portfolio Manager will take an active role, working with the Senior Portfolio Manager, in managing investment grade fixed income portfolios. The Portfolio Manager will back up the Senior Portfolio Manager, as needed, and may assist in implementing policies and programs approved by management and the investment committee. In addition, the Portfolio Manager will work with the team on other projects as directed.
Essential Functions for this role include:
If you have the following skills, we encourage you to apply:
To benefit your career and support your wellbeing, we offer:
As a company, MissionSquare Retirement is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.
The Portfolio Manager will take an active role, working with the Senior Portfolio Manager, in managing investment grade fixed income portfolios. The Portfolio Manager will back up the Senior Portfolio Manager, as needed, and may assist in implementing policies and programs approved by management and the investment committee. In addition, the Portfolio Manager will work with the team on other projects as directed.
Essential Functions for this role include:
- Actively participate in portfolio investment strategy formulation
- Fill in for Senior Portfolio Manager at meetings and presentations as needed
- Trade various types of bonds including Treasury, Corporate, Mortgage-Related, and Asset-Backed securities
- Conduct research on fixed income securities and make trade recommendations
- Perform qualitative and quantitative analysis on portfolios
- Interact with brokers, custodian, and internal partners on trading-related matters
- Prepare periodic portfolio reports
- Ensure compliance with investment guidelines
- Communicate strategy, positioning, and performance to senior management on a regular basis
If you have the following skills, we encourage you to apply:
- MBA/MA or equivalent experience
- 3+ years of experience conducting investment research, fixed income trading, and fixed income portfolio management for an investment management organization or similar financial institution.
- CFA charter strongly preferred
- Highly proficient using Excel and Bloomberg
- Knowledge of fixed income markets and related securities
- Experience with one or more fixed income analytics systems (BondEdge, Yieldbook, Point, PORT, etc.)
- Analytical skills
- High level of attention to detail
- Ability to handle pressure and meet short deadlines
- Strong verbal and written communication skills
- Highly proficient using Excel and Bloomberg
To benefit your career and support your wellbeing, we offer:
- Competitive Total Rewards (compensation and benefits) package, including 401(k) Plan with matching contributions
- Varied incentive plans
- Flexible/Hybrid work schedules
- Wellness programs
- Tuition reimbursement
- Professional and career development courses
- Mentoring programs
- Volunteerism program
As a company, MissionSquare Retirement is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.