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Portfolio Manager - Fixed Income

Job Description
Organization: 
Colorado PERA
Organization Type: 
Other
Job Location: 
Denver Metro
Type of Job: 
Full-time
Job Category: 
Finance
Job Description: 

JOB SUMMARY

This position manages a Securitized Fixed Income Portfolio(s) with an established framework. Conducts fundamental fixed income research, economic research and strategy, and performance analysis and attribution. Responsible for buy, sell, and hold investment decisions based on research and analysis conducted. 

IDEAL CANDIDATE

Our ideal candidate has experience in fixed income securitized products and a proven ability to outperform the market using their expertise. We are looking for a professional who can develop and clearly articulate sound investment strategy.  The position requires a strong attention to detail, excellent time-management skills, and the ability to critically assess and navigate changing market conditions.  

 

QUALIFICATIONS

  • Bachelor's degree in finance, business administration, accounting, or economics; 5+ years of investment experience; CFA and/or MBA in progress; or equivalent combination of education and experience
  • Experience in fixed income structured products.
  • Proficiency in spreadsheet and word-processing software packages; experience with Bloomberg and/or portfolio analytics is preferred
  • Quantitative aptitude, as evidenced by academic achievement and/or work experience
  • Effective analytical, problem solving, and decision making skills
  • Oral and written communication, presentation, and negotiation skills
  • Understanding of financial markets, concepts, principles and theories
  • Knowledge of macroeconomics and its influence on investments
  • Working knowledge of fundamental, technical, and quantitative fixed income analysis and valuation techniques
  • Ability to work effectively both independently and with others in a team environment
  • Interpersonal skills including leadership, training, and conflict resolution 

WORKING CONDITIONS

  • Standard office environment with constant telephone and computer use
  • Occasional travel as necessary for business purposes
Areas of Responsibility

ESSENTIAL FUNCTIONS

  • Develops and implements strategy for assigned asset class
  • Recommends and makes appropriate investment decisions based on fundamental, quantitative, qualitative and technical research
  • Reviews macroeconomics, analyses and contributes to the formulation of timely and appropriate investment strategies for the fixed income funds in assigned portfolio area
  • Sources and recommends investments while monitoring existing holdings for continued investment suitability
  • Assists with the development and implementation of strategy for PERA's consolidated Fixed Income Portfolio, including asset allocation decisions
  • Manages funds to achieve performance above established guideline benchmarks
  • Ensures assigned portfolio(s) comply with established investment policies and procedures
  • Utilizes investment software to facilitate decisions
  • Builds/maintains relationships with key counterparts to achieve competitive trade execution
  • May assist in the oversight of external managers
  • Participates in training, conferences, and educational opportunities for ongoing professional development
  • Maintains regular and prompt attendance in the workplace
  • Carries out other duties as assigned including ad-hoc projects 

ABOUT COLORADO PERA

Colorado Public Employees' Retirement Association (PERA) provides retirement and other benefits to the employees of more than 500 government agencies and public entities in the state of Colorado. Our main office is located in Denver; where 300 days of sunshine, a thriving cultural scene, diverse neighborhoods, and natural beauty combine to make it the nation's top city in which to live, work, and play. PERA is a vital and stable contributor to Colorado's economy. 

Our mission is to promote long-term financial security for our membership while maintaining the stability of the fund. Our vision is to become the retirement plan of choice for all Colorado public employees. 

At PERA, you can be part of a dynamic, collaborative group of professionals working to fulfill the retirement expectations of our members. You will use your unique skills to do important and meaningful work that is critical to the success of both the organization and the state of Colorado that you love. You will have the opportunity to develop, become an expert in your role, and tackle new challenges, all while enjoying the competitive compensation, lifestyle, and stability that PERA provides. Thus, for both member and employees, PERA represents "One of Colorado's Best Investments."

 

Position Title:             Portfolio Manager Fixed Income
Division:                      Investments Fixed Income
Reports to:                  Director of Fixed Income
Job Status:                  Full Time; Exempt
Salary:                         Commensurate with experience
Posting Dates:            2/11/2020 - 3/8/2020

Requirements/Qualifications
  • See job description
Compensation/Benefits

BENEFITS

Health Insurance is 100% employer paid, generous paid time off as well as paid volunteer hours, PERA defined benefit plan, 401(k) and 457 defined contribution plans, tuition assistance, certifications, on-the-job training, free access to on-site fitness center, free on-site parking or RTD subsidy, and more. For more information, please visit www.copera.org/careers. 

Compensation:Commensurate with experience - Salary

How To Apply

HOW TO APPLY

Complete the employment application online at https://www.copera.org/careers. Please have copies of your resume and cover letter available to upload. Please review the following questions. You will be asked for a response to these as part of your application: 

  1. Describe your experience in fixed income structured products. What is the process you undertake to make an investment decision?
  2. How do you determine relative value amongst securities and fixed income asset classes?
  3. What tools have you used to manage a portfolio? What have you found to be successful?
  4. Please describe your current day to day investment related activities.
  5. Describe your experience working on a team.
  6. Why are you interested in this position?  Why do you think your skills and/ or experiences would make you successful in this position?
  7. Give an example of a technical problem you had to resolve.  Describe the problem, the action you took, and the result.
  8. Describe your career progression and how you believe this position would contribute to your career goals. 

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://www.applicantpro.com/j/1333678-103712

 

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