Position Summary:

Cerity Partners is seeking an experienced and analytical Junior Portfolio Manager - Fixed Income to support the management and oversight of fixed income portfolios. In this role, you will be an integral part of the fixed income team through assisting the Senior Fixed Income Portfolio Manager in the management and trading of separately managed fixed income portfolios primarily using individual bonds (taxable and tax-exempt) and ETFs.

Primary Responsibilities:

Specific responsibilities include, but are not limited to:
Daily update of portfolio data for accuracy around positions, cash, structures and distributions
Monitoring portfolio positions to identify potential risks
Determine bonds needed to maintain desired portfolio structures
Work with operations on proper trade execution and allocation.
Monitoring fixed income offerings and helping identify value
Conduct research and analysis of fixed income markets and securities
Monitor external research to highlight risks and opportunities
Prepare reports and presentations
Evaluating new and secondary bond issuances
Handling cash raise needs
Executing trades for bonds and fixed income ETFs
Overseeing daily cash management with focus on money market funds.
Assist with various other projects as needed
Follow firm policies and procedures, including all compliance policies as outlined by the company

Required Qualifications:

5+ years of experience in investments, fixed income securities, and financial markets
Bachelor’s degree in finance, economics, business, or related field
Familiar with Bloomberg and custodial platforms
Experience with order entry platforms and trade reconciliation
Understanding of economic, industry, company, and market fundamentals
Analytical and problem-solving skills
Good time management, organizational and communications skills
Strong attention to detail
Advanced knowledge of excel and power point

Compensation:

$80,000 - $130,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

Learn more about this Employer on their Career Site