As a portfolio manager within The Customized Bond Portfolio Team (CBP) within the Global Fixed Income Currency & Commodities (GFICC) group of J.P. Morgan Asset Management, you assist in designing, constructing and implementing separately managed account fixed income portfolios. You will have expertise in securitized asset (Mortgage-Backed, Asset-Backed, Commercial Mortgage- Backed) markets/sectors and instruments, to generate relative value ideas that can be implemented in the construction of diversified (risk and duration) portfolios appropriate for specific client needs.
Job Responsibilities
- Fixed income investing with focus on limiting downside risk, individual security selection and price valuation in efficiencies in the market
- Under the supervision of senior portfolio managers, responsible for developing and implementing strategic asset allocation and optimized portfolios which outperform client defined benchmarks utilizing relative value, macro and microeconomic analysis
- Provide analysis of portfolio positioning, sector allocations and key risk metrics
- Determine account & portfolio suitability of securities for participation in investment recommendations
- Study market commentary, research opinions, and economic forecasts to assist in determining tactical investment strategy
- Actively participate and represent the platform’s philosophy, process & strategy styles at client, consultant and internal meetings
- Participate in the planning and development of new business processes
Required qualifications, capabilities and skills
- Idea generation and implementation in risk budgeting, analysis, portfolio sector allocations and trading skills are all important to success in this position
- Experience trading securitized (Mortgage Backed, Asset Backed, Commercial Mortgage- Backed) fixed income securities
- Strong aptitude to identify and minimize investment/business risk
- Strong verbal & written communication skills required.
- Team focused, detailed oriented and process focused individual
- Excellent decision making and problem solving skills, requiring only limited guidance and oversight
- Ability to manage complex and at times conflicting priorities and constraints in at times a high stress environment
- Strong aptitude in desktop technology/productivity tools such as Excel. VBA, Python or other coding
- Minimum 3+ years of Industry experience with 1 year experience in a similar role.
- Bachelor’s degree in Business, Finance, Economics or Mathematics.
Preferred qualifications, capabilities and skills
- CFA designation and/or a postgraduate degree
- Experience with portfolio management tools such as Bloomberg, Yield Book, Intex, InvestorTools Perform preferred