Associate, Portfolio Management

Job Summary:

Support the Chief Investment Officer in the development, communication, and management of investment strategies that seek to maximize risk-adjusted performance across the firm’s discretionary and non-discretionary institutional mandates.

Qualifications:

• 1-5 years of relevant work experience in fixed income asset management
• Understanding of portfolio management and fixed income fundamentals
• Familiarity with securitized/structured products, corporate credit, and cash markets
• Proficiency in Microsoft Office, particularly Microsoft Excel and PowerPoint. Experience with VBA, SQL is a plus.
• Excellent written and verbal communication skills
• Strong work ethic, attention to detail, and superior analytical skills
• Bachelor’s degree and strong academic record with a concentration in finance, economics, mathematics, or other related quantitative/analytical discipline preferred. Advanced degree is a plus.

Responsibilities:

• Monitor daily cash positions for all discretionary portfolios and work with broader portfolio management team to keep portfolios fully invested
• Regularly review portfolio analytics and reporting and assist CIO in formulating trade ideas and strategies
• Review and evaluate portfolio performance reporting, and work with analytics team, as necessary, to tune ex-ante modeling
• Work with client service team on all discretionary portfolios to ensure all client needs are met
• Oversee ALM First model portfolios to ensure routine reinvestment and rebalancing is properly maintained
• Work with analytics team to promote innovation in tools and data available to senior portfolio managers
• Provide written commentary on portfolio performance and recommendations
• Support business development in RFP reviews, marketing material, and ad-hoc requests

Minimum Education Qualification:

• Undergraduate degree.

  

Physical Requirements:

• • Prolonged periods sitting at a desk and working on a computer

    • Must be able to move about inside and outside of the office

    • Must be able to lift up to 15 pounds at times

    • Must be able to effectively communicate.

Work Environment:

• • Work is normally performed in a typical interior/work environment
    • Must be able to lift up to 15 pounds at times

ALM FIRST STATEMENT ON DIVERSITY & INCLUSION

ALM First believes deeply in equality and strongly supports diversity and inclusion. We will continue our commitment to financial inclusion for all Americans as we serve the clients providing critical financial resources to the communities that need them most. We are always looking at how we can improve our own policies and practices to encourage diversity through the use of our designated committee.