The Anderson Search Group
Published
March 19, 2024
Location
Salt Lake City, Utah
Category
Default  
Job Type

Description

The Anderson Search Group has been engaged by a repeat client seeing unprecedented growth in their Wealth Management Division to identify a Fixed Income Portfolio Manager for their downtown Salt Lake City, Utah, office.  Regularly recognized as one of the "Best Banks to Work For", this client offers all the big bank capabilities without all the big bank headaches.  Benefits start day one and the client offers company-matched 401K!

The Ideal Candidate Shall Possess:

  • Minimum of five years portfolio management experience including two years of fixed income asset management experience
  • Proven ability and desire to add value to client and prospect calls
  • Proven experience and broad understanding of money market instruments including corporate and commercial papers, corporate floating rate and fixed-rate bonds, municipal bonds, agencies and treasuries
  • Bachelors Degree

Complete Job Description:

Responsibilities: 

  • Responsible for managing assets within the specific parameters of the Investment Policy Guidelines for each account. 
  • Works with high profile relationships such as corporations, public entities, foundations, endowments and Not-for-profit Organizations. 
  • Monitors portfolios and analyze potential investment opportunities. 
  • Actively participates in the decision process for assigned accounts. 
  • Develops and executes trades consistent with investment strategy, portfolios' objectives and compliance constraints; manages liquidity to ensure funding needs are met. 
  • May participate in the Investment Committee. 
  • Works collaboratively with other Portfolio Managers to coordinate investment strategy and generate investment ideas. 
  • Conducts economic and fundamental research and analysis; contributes to fixed income sector, duration and quality strategy across products and portfolios. 
  • Provides insight and depth into credit analysis, surveillance, risk management, and identifying relative value. 
  • Builds on existing relationships and may in some instances serve as a relationship manager and primary contact with clients. 
  • Assists in creating portfolio analysis and reporting for presentations with clients. 
  • May mentor other team members as appropriate. 
  • Interfaces with compliance and operations team to ensure effective back office, trade settlement and governance processes and procedures. 
  • Other duties as assigned.

 Qualifications: 

  • Extensive knowledge of fixed income portfolio management, including state investment codes and allowable investments. 
  • Ability to develop investment strategies and provide recommendations for changes or enhancements to improve investment results and
  • processes. 
  • Must understand portfolio composition and construction. 
  • Strong communication skills and work ethic required. 
  • Proven analytical skills. 
  • Must understand Bloomberg functionality including yield analysis, optionality, electronic trade executions, ratings, and economic calendar and market moving events. 
  • Must be a strong collaborator and be able to work in a team environment. 
  • Must be detail oriented, be able to work under pressure and be detail oriented. 
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