siebert williams shankNew York, NY
Fixed Income Portfolio Manager
$160,000 per year
Apply (opens in a new tab)Fixed Income Portfolio Manager
Fixed Income Portfolio Manager
siebert williams shankNew York, NY
2 days ago
$160,000 per year
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)Siebert Williams Shank Asset Management (“SWSAM”), founded in 2002, is a Registered Investment Advisor with the Securities & Exchange Commission. We offer customized fixed-income asset management with a concentration in liquidity management and short-to-intermediate duration fixed income for institutional clients and serve as a sub-advisor to investment manager on behalf of public sector clients. To learn more about us, visit https://www.siebertwilliamsassetmanagement.com/.
SWSAM is seeking an experienced Fixed Income Portfolio Manager to lead the management of Rule 2a-7 investment strategies. The ideal candidate will have extensive experience in fixed income portfolio management, risk management, trading, and operations, with a demonstrated track record constructing and managing portfolios subject to SEC Rule 2a-7 requirements.
This is an opportunity to join a growing, entrepreneurial investment team with expanding assets under management and the potential for increased investment responsibilities.
Key Responsibilities:
Manage Rule 2a-7 and ultra-short duration fixed income portfolios, including separately managed accounts. Construct and oversee portfolios with a focus on liquidity, credit quality, risk management, and regulatory compliance. Conduct performance attribution analysis, credit and market research, and portfolio risk assessments. Ensure adherence to Rule 2a-7, investment guidelines, and applicable regulatory requirements. Collaborate with internal teams to support investment operations, reporting, and client servicing.
Qualifications:
Significant experience managing Rule 2a-7 and/or short-duration fixed income portfolios. Strong understanding of fixed income markets, portfolio construction, risk management, and trading. Knowledge of ERISA rules and regulations. Proficiency with Bloomberg, Tradeweb, and fixed income research platforms. Experience with SS&C APX, portfolio accounting systems, and investment operations. Excellent communication and client relationship management skills. Bachelor's degree required; MBA and/or CFA designation preferred. Preferred Attributes
Entrepreneurial mindset with the ability to thrive in a growing organization. Strong analytical and decision-making skills. Demonstrated ability to work collaboratively across investment, operations, and client service functions.
We are Committed to Fair Pay. At SWSAM, we are committed to fair, transparent pay and strive to provide competitive, market-informed compensation. The target total fixed compensation range for this position is $160,000 - $180,000. Compensation for the successful candidate will be determined by their particular combination of knowledge, skills, competencies and experience. This position is also eligible for a discretionary bonus.
SWSAM empowers talented and highly motivated individuals to thrive independently and collectively. We offer a competitive compensation package, an inclusive working environment and exceptional employee benefits. Our benefit program is designed to provide employees and their dependents with support in maintaining health and financial protection.
Siebert Williams Shank Asset Management is an Equal Opportunity Employer: EOE/M/F/V/D committed to a diverse workforce. We welcome and value the people and concepts that move our firm, our industry, and our communities forward. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age or any other characteristic protected by law.
Also on the board Same function, level within a rung
Level
Manager
Salary
$160,000 per year
Location
New York, NY
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
2 days ago