The Customized Bond Portfolio Team, with $40B in fixed income assets under management, is looking to hire a portfolio manager to assist in designing, constructing and implementing separately managed account fixed income portfolios. The client base consists of Institutional, Private Bank, High Net Worth, and Retail clients. This portfolio manager will be a sector generalist with expertise in government, investment grade credit and securitized asset (Mortgage-Backed, Asset-Backed, Commercial Mortgage- Backed) markets/sectors and instruments, to generate relative value ideas that can be implemented in the construction of diversified risk and duration appropriate portfolios for specific client needs. This position is based in Columbus, Ohio and will work under the tutelage of Senior Portfolio Managers.
Responsibilities:
* Fixed income investing with focus on limiting downside risk, individual security selection and price valuation inefficiencies in the market
* Responsible for developing and implementing strategic asset allocation and optimized portfolios which outperform client defined benchmarks utilizing relative value, macro and microeconomic analysis
* Provide analysis of portfolio positioning, sector allocations and key risk metrics
* Determine account & portfolio suitability of securities for participation in investment recommendations
* Study market commentary, research opinions, and economic forecasts to assist in determining tactical investment strategy
* Actively participate and represent the platforms philosophy, process & strategy styles at client, consultant and internal meetings
* Participate in the planning and development of new business processes
Special Skills & Experience:
* Idea generation and implementation in risk budgeting, analysis, portfolio sector allocations and trading skills are all important to success in this position
* Experience trading IG credit and/or securitized (Mortgage Backed, Asset Backed, Commercial Mortgage- Backed) fixed income securities a plus
* Strong aptitude to identify and minimize investment/business risk
* Strong verbal & written communication skills required.
* Experience with portfolio management tools such as Bloomberg, Yield Book, Intex preferred
* Requires a team focused, detailed oriented and process focused individual
* Excellent decision making and problem solving skills, requiring only limited guidance and oversight
* Ability to manage complex and at times conflicting priorities and constraints in at times a high stress environment
* Strong aptitude in desktop technology/productivity tools such as Excel and Access
* 3 to 5 years of experience in a financial position preferred
Education: Bachelors degree in Business, Finance, Economics or Mathematics. Preference will be given to candidates with their CFA designation and/or a postgraduate degree.
New York, New York
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.
The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.
This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.
The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.