40|86 Advisors
Portfolio Manager, Fixed Income - Carmel, IN I Relocation Assistance
40|86 Advisors, Carmel, Indiana, United States, 46033
Base pay range
$130,500.00/yr - $195,700.00/yr
Additional compensation types Annual Bonus
The stated pay range is based on a national‑average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is bonus eligible. Candidates and associates may be asked to travel to corporate offices for interviews, training and/or meetings. Work cannot be performed from outside of the United States.
40|86 Advisors is hiring a Portfolio Manager, Fixed Income who is responsible for the management of assigned investment accounts (30 billion + in AUM). This individual is responsible for contributing and implementing portfolio strategy and results and reporting on performance and attribution of the portfolios. They will also maintain a close connection to financial markets to share insights on market developments, drivers, and outlook with others in the organization.
Responsibilities As a Portfolio Manager, Fixed Income your responsibilities will include:
Managing with the goal of balancing portfolios performance and optimal investment earnings, along with other related financial objectives
Working with senior management to meet investment performance expectations.
Managing bond portfolios and overall credit risk, with focus on downside protection.
Overseeing and monitoring the purchase and sale of securities based upon ALM requirements, portfolio rebalancing, index migration, and other related variables.
Collaborating with asset specialists, traders and research to identify appropriate investments to meet portfolio objectivesAnalyzing market trends pertaining to Fixed Income investments and the ability to make decisions in the best interest of the investment portfolios/lines of business.
Working closely with 4086 investment analysts on investment recommendations.
Adhering to and maintaining investment policy guidelines
Qualifications The Portfolio Manager, Fixed Income position is well‑suited for you if you:
Possess knowledge of full spectrum range of Fixed Income Security types
Have experience with long‑term strategic asset allocation
Understand and can communicate portfolio needs and rationale
Have experience working with fixed income portfolio management tools i.e. Bloomberg
Are highly collaborative and can work well in a fast‑paced environment
Demonstrate high attention to detail
What you’ll need:
Bachelor’s degree in Finance, Engineering, Economics, Statistics, or related field.
Minimum of 5+ years of related experience in an institutional investment environment
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
What will set you apart:
Master’s Degree in Finance, Engineering, Economics, Statistics, or related field
7+ years of related work experience in an institutional investment environment
Strong drive for results
Strong written and oral communication skills
CFA, CAIA, or MBA is preferred
Benefits
Medical insurance
Vision insurance
401(k) retirement plan with company match
Short‑term & long‑term disability insurance
Paid time‑off and corporate holidays
Paid parental leave
Location / Travel The role is affiliated to the Carmel Corporate Office, and candidates for this role need to reside within a 60‑mile radius of that corporate office and will be required to come into that office. CNO embraces flexibility, and encourages you to work with your manager to develop the workstyle that meets your personal needs as well as the needs of the business. You may be asked to travel to other corporate offices periodically. Please be aware that work cannot be performed from outside of the United States.
About CNO Financial Group CNO Financial Group, Inc. (NYSE: CNO) secures the future of middle‑income America. CNO provides life and health insurance, annuities, financial services and workforce benefits solutions through our family of brands, including Bankers Life, Colonial Penn, Optavise and Washington National. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.3 million policies and more than $38.3 billion in total assets. Our 3,300 associates, 4,900 exclusive agents and more than 6,500 independent partner agents guide individuals, families and businesses through a lifetime of financial decisions. We are financially strong and well positioned for continued growth, and we are grounded in our core values of People Focused, Integrity, Customer Driven, and Excellence. We have offices in more than 220 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Orlando and Milwaukee. At CNO Financial Group, we’re always looking forward—to the security and stability we help create for our insurance brands’ customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences.
Equal Opportunity Employer We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
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Additional compensation types Annual Bonus
The stated pay range is based on a national‑average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is bonus eligible. Candidates and associates may be asked to travel to corporate offices for interviews, training and/or meetings. Work cannot be performed from outside of the United States.
40|86 Advisors is hiring a Portfolio Manager, Fixed Income who is responsible for the management of assigned investment accounts (30 billion + in AUM). This individual is responsible for contributing and implementing portfolio strategy and results and reporting on performance and attribution of the portfolios. They will also maintain a close connection to financial markets to share insights on market developments, drivers, and outlook with others in the organization.
Responsibilities As a Portfolio Manager, Fixed Income your responsibilities will include:
Managing with the goal of balancing portfolios performance and optimal investment earnings, along with other related financial objectives
Working with senior management to meet investment performance expectations.
Managing bond portfolios and overall credit risk, with focus on downside protection.
Overseeing and monitoring the purchase and sale of securities based upon ALM requirements, portfolio rebalancing, index migration, and other related variables.
Collaborating with asset specialists, traders and research to identify appropriate investments to meet portfolio objectivesAnalyzing market trends pertaining to Fixed Income investments and the ability to make decisions in the best interest of the investment portfolios/lines of business.
Working closely with 4086 investment analysts on investment recommendations.
Adhering to and maintaining investment policy guidelines
Qualifications The Portfolio Manager, Fixed Income position is well‑suited for you if you:
Possess knowledge of full spectrum range of Fixed Income Security types
Have experience with long‑term strategic asset allocation
Understand and can communicate portfolio needs and rationale
Have experience working with fixed income portfolio management tools i.e. Bloomberg
Are highly collaborative and can work well in a fast‑paced environment
Demonstrate high attention to detail
What you’ll need:
Bachelor’s degree in Finance, Engineering, Economics, Statistics, or related field.
Minimum of 5+ years of related experience in an institutional investment environment
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
What will set you apart:
Master’s Degree in Finance, Engineering, Economics, Statistics, or related field
7+ years of related work experience in an institutional investment environment
Strong drive for results
Strong written and oral communication skills
CFA, CAIA, or MBA is preferred
Benefits
Medical insurance
Vision insurance
401(k) retirement plan with company match
Short‑term & long‑term disability insurance
Paid time‑off and corporate holidays
Paid parental leave
Location / Travel The role is affiliated to the Carmel Corporate Office, and candidates for this role need to reside within a 60‑mile radius of that corporate office and will be required to come into that office. CNO embraces flexibility, and encourages you to work with your manager to develop the workstyle that meets your personal needs as well as the needs of the business. You may be asked to travel to other corporate offices periodically. Please be aware that work cannot be performed from outside of the United States.
About CNO Financial Group CNO Financial Group, Inc. (NYSE: CNO) secures the future of middle‑income America. CNO provides life and health insurance, annuities, financial services and workforce benefits solutions through our family of brands, including Bankers Life, Colonial Penn, Optavise and Washington National. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.3 million policies and more than $38.3 billion in total assets. Our 3,300 associates, 4,900 exclusive agents and more than 6,500 independent partner agents guide individuals, families and businesses through a lifetime of financial decisions. We are financially strong and well positioned for continued growth, and we are grounded in our core values of People Focused, Integrity, Customer Driven, and Excellence. We have offices in more than 220 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Orlando and Milwaukee. At CNO Financial Group, we’re always looking forward—to the security and stability we help create for our insurance brands’ customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences.
Equal Opportunity Employer We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
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