Fixed Income Portfolio Manager - IV - Austin TX
Yoh, A Day & Zimmermann Company, Austin, Texas, us, 78716
Position: Fixed Income Portfolio Manager
Please contact
Renu Goel
857-207-2676
renu.goel@yoh.com
USC and Green card only. No visa candidates please.
Overview The Portfolio Manager performs advanced, senior-level asset management work focused on fundamental investment research, due diligence, and portfolio construction. This role contributes across multiple asset classes, with a particular emphasis on
Global Fixed Income and Absolute Return (Hedge Fund) strategies . Working under minimal supervision and with significant independent judgment, the Portfolio Manager supports the CIO and Head of Public Fixed Income in sourcing, evaluating, and overseeing external investment managers. The role may oversee and assign work to investment analysts and contribute meaningfully to strategic investment decisions.
Key Responsibilities
Investment Research & Manager Selection (35%)
Support the CIO and Head of Public Fixed Income in monitoring existing strategies and evaluating new investment opportunities.
Source, screen, and conduct qualitative and quantitative analysis of external asset managers, strategies, and funds.
Perform deep due diligence across organization, investment process, portfolio fit, and risk-adjusted performance.
Prepare comprehensive investment memoranda and present recommendations to the Investment Committee.
Monitor macroeconomic and industry trends; contribute to or lead bespoke research projects.
Recommend and assist in negotiating investment management terms and agreements.
Portfolio Oversight & Reporting (35%)
Serve as primary relationship manager for assigned external investment managers.
Lead portfolio reporting efforts, including preparation of periodic reviews and materials for internal and Board presentations.
Conduct ongoing monitoring of portfolio performance, risk exposures, and cash flows.
Prepare analysis to support sizing and allocation decisions.
Coordinate communications among external managers, custodians, consultants, administrators, and internal teams (Legal, Risk, Accounting).
Assist in developing investment policies and ensuring compliance with policies and regulations.
Strategic Contribution & Development (20%)
Support development of tactical and strategic investment themes.
Participate in internal investment discussions and collaborate with external consultants.
Stay informed on macroeconomic, geopolitical, and market developments.
Attend industry conferences and professional development programs.
Additional Responsibilities (10%)
Perform related duties as assigned.
Uphold confidentiality, regulatory compliance, and information security standards.
Minimum Qualifications Education
Bachelor’s degree in Finance, Accounting, Mathematics, Business Administration, or related field.
Preferred Education
MBA, JD, or other relevant graduate degree.
Experience
Minimum 10 years of institutional asset management, investment consulting, banking, or related financial services experience.
Experience allocating capital to external managers in public fixed income and/or hedge fund strategies.
Strong proficiency in portfolio modeling, risk assessment, and performance analysis.
Demonstrated experience conducting manager due diligence.
Collaborative, team-oriented mindset.
Certifications
Chartered Financial Analyst (CFA)
Chartered Alternative Investment Analyst (CAIA)
Knowledge & Technical Skills Knowledge of:
Statistical methods and their application to investment research
Financial accounting and securities markets
Macroeconomic theory and capital markets
Investment analysis principles and terminology
Technical Skills:
Advanced quantitative analysis and financial modeling
Strong Excel and Microsoft Office proficiency
Investment performance and risk analytics
Compensation Estimated Min Rate : $157500.00
Estimated Max Rate : $225000.00
What’s In It for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:
Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
Health Savings Account (HSA) (for employees working 20+ hours per week)
Life & Disability Insurance (for employees working 20+ hours per week)
MetLife Voluntary Benefits
Employee Assistance Program (EAP)
401K Retirement Savings Plan
Direct Deposit & weekly epayroll
Referral Bonus Programs
Certification and training opportunities
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit
https://www.yoh.com/applicants-with-disabilities
to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice:
https://www.yoh.com/privacy-notice
#J-18808-Ljbffr
USC and Green card only. No visa candidates please.
Overview The Portfolio Manager performs advanced, senior-level asset management work focused on fundamental investment research, due diligence, and portfolio construction. This role contributes across multiple asset classes, with a particular emphasis on
Global Fixed Income and Absolute Return (Hedge Fund) strategies . Working under minimal supervision and with significant independent judgment, the Portfolio Manager supports the CIO and Head of Public Fixed Income in sourcing, evaluating, and overseeing external investment managers. The role may oversee and assign work to investment analysts and contribute meaningfully to strategic investment decisions.
Key Responsibilities
Investment Research & Manager Selection (35%)
Support the CIO and Head of Public Fixed Income in monitoring existing strategies and evaluating new investment opportunities.
Source, screen, and conduct qualitative and quantitative analysis of external asset managers, strategies, and funds.
Perform deep due diligence across organization, investment process, portfolio fit, and risk-adjusted performance.
Prepare comprehensive investment memoranda and present recommendations to the Investment Committee.
Monitor macroeconomic and industry trends; contribute to or lead bespoke research projects.
Recommend and assist in negotiating investment management terms and agreements.
Portfolio Oversight & Reporting (35%)
Serve as primary relationship manager for assigned external investment managers.
Lead portfolio reporting efforts, including preparation of periodic reviews and materials for internal and Board presentations.
Conduct ongoing monitoring of portfolio performance, risk exposures, and cash flows.
Prepare analysis to support sizing and allocation decisions.
Coordinate communications among external managers, custodians, consultants, administrators, and internal teams (Legal, Risk, Accounting).
Assist in developing investment policies and ensuring compliance with policies and regulations.
Strategic Contribution & Development (20%)
Support development of tactical and strategic investment themes.
Participate in internal investment discussions and collaborate with external consultants.
Stay informed on macroeconomic, geopolitical, and market developments.
Attend industry conferences and professional development programs.
Additional Responsibilities (10%)
Perform related duties as assigned.
Uphold confidentiality, regulatory compliance, and information security standards.
Minimum Qualifications Education
Bachelor’s degree in Finance, Accounting, Mathematics, Business Administration, or related field.
Preferred Education
MBA, JD, or other relevant graduate degree.
Experience
Minimum 10 years of institutional asset management, investment consulting, banking, or related financial services experience.
Experience allocating capital to external managers in public fixed income and/or hedge fund strategies.
Strong proficiency in portfolio modeling, risk assessment, and performance analysis.
Demonstrated experience conducting manager due diligence.
Collaborative, team-oriented mindset.
Certifications
Chartered Financial Analyst (CFA)
Chartered Alternative Investment Analyst (CAIA)
Knowledge & Technical Skills Knowledge of:
Statistical methods and their application to investment research
Financial accounting and securities markets
Macroeconomic theory and capital markets
Investment analysis principles and terminology
Technical Skills:
Advanced quantitative analysis and financial modeling
Strong Excel and Microsoft Office proficiency
Investment performance and risk analytics
Compensation Estimated Min Rate : $157500.00
Estimated Max Rate : $225000.00
What’s In It for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:
Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
Health Savings Account (HSA) (for employees working 20+ hours per week)
Life & Disability Insurance (for employees working 20+ hours per week)
MetLife Voluntary Benefits
Employee Assistance Program (EAP)
401K Retirement Savings Plan
Direct Deposit & weekly epayroll
Referral Bonus Programs
Certification and training opportunities
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit
https://www.yoh.com/applicants-with-disabilities
to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice:
https://www.yoh.com/privacy-notice
#J-18808-Ljbffr