| Career Job Position |
| Job Number | 000042P0 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Job Title | Fixed Asset & Bond Portfolio Manager | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Location | Fairfield, CA | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Description | Title: Fixed Asset & Bond Portfolio Manager Salary: $100-125K Location: Bay Area This position is responsible for managing the Bank bond portfolio; including development of investment strategy with senior management, purchasing bonds, and monitoring portfolio performance. You will provide investment portfolio management services to the Bank Trust Department. Qualified applicants should have a Bachelors degree and at least a five years of experience managing bond portfolios within the Banking or Financial industries. Responsibilities: -Reviews and interprets governmental monetary and fiscal policies, economic conditions, and bond market conditions and applies such knowledge in developing bond portfolio management recommendations for senior management (CFO & CEO) and in managing the Bank bond portfolio. -Buys bonds for the Bank investment portfolio in accordance with senior management approved strategies and tactics. -Performs pre-purchase due diligence prior to bond purchase. -Achieves Community Reinvestment Act goals for investments. -Monitors the performance of the Bank bond portfolio in regard to yield, duration, liquidity, credit quality, value and other attributes. -Performs quarterly stress tests of the bond portfolio value. -Maintains working relationships with securities dealers and brokers. -Provides investment portfolio management services to the Trust Department. Upon request, reviews trust accounts which hold individual equities and/or bonds and makes portfolio management recommendations. -Provides investment related materials for, attends, and participates in monthly Trust Investment Committee meetings. -Regularly updates the bond portfolio policies and procedures. -Manages the Fixed Assets. -Performs other job-related duties as required. Desired Skills & Requirements: -Bachelors degree in Finance, Economics, or similar school. -MA or MBA is highly desirable. -Proficient in current bond portfolio management strategies and tactics, as well as attributes of various bond structures. -Proficient with Bloomberg, Excel, Morningstar and other IT applications related to profession. -Excellent verbal communication skills. -Team oriented. |
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Interested in this position? For
more details, contact resumes@pcplacements.com Professional Career Placements.com is an equal opportunity employer Last Update: May 1, 2019 |