| The role of the Junior Fixed Income Portfolio Manager includes model analysis and portfolio decision-making, trade preparation, trading, portfolio reporting, performance attribution, monitoring portfolio performance and exposures, utilizing portfolio management software, special department-wide projects, and interdepartmental client communications. Fixed income portfolios invest in various security types, such as governments, corporates, and asset-backed securities. Derivatives, such as futures, options, and currency forwards, are also utilized in many portfolios. An in depth understanding of security and derivatives valuation, fixed income portfolio management concepts, and experience in trading fixed income securities is required. Incumbent acts independently within established investment policy guidelines, and manages larger and more complex and important portfolios. Incumbent assists more senior portfolio managers in handling a full set of fixed income portfolios. Works under the direct supervision of management or more senior staff. |
Up to four years of investment experience with a Bachelor's Degree. Up to 2 years of experience for MBA's or CFA's.
- BA/BS from accredited university required.
- BA in Finance/Investments-related field or BS in quantitative field (such as engineering, computer science, physics, etc) desired
- Minimum 2-3 years investment-related work experience
- CFA/CAIA/MBA/MFE strongly desired (or actively working toward)
- Excellent analytical skills, high aptitude for quantitative reasoning and problem-solving.
- Advanced skills in Excel.
- Strong verbal and written communication/presentation skills.
- Ability to work under pressure and in time-sensitive environments.
- Extreme attention to detail and high degree of organization.
- Strong team player with apositive attitude.
- Must be willing to work market hours starting as early at 5:30am PST
- Experience with Bloomberg, Portia, CRD, R or MATLAB, and 3rd Party Portfolio Management systems a plus (Point, YieldBook, FactSet, etc.)
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-California-San Francisco
Internal Jobcode: 08059
Job: Asset Management
Organization: Mellon Capital Management-HR06141
Requisition Number: 1615573