Fixed Income Portfolio Manager
Location:
Austin, TX
Division:
External Investments
Travel:
10-25%
Reports To:
CIO / Head of Public Fixed Income
About the Role: We are seeking a highly analytical and experienced investment professional to join our External Investments team as a Junior Portfolio Manager. This role supports portfolio construction, manager due diligence, and investment strategy across multiple asset classes, with a primary emphasis on Global Fixed Income and Absolute Return (hedge fund) strategies.
This position offers direct exposure to senior leadership and the Investment Committee, with meaningful responsibility in evaluating, recommending, and monitoring institutional investment strategies.
Key Responsibilities Investment Research & Due Diligence
Monitor existing investment strategies and evaluate new opportunities
Conduct in-depth qualitative and quantitative analysis of external asset managers
Perform detailed due diligence on funds and co-investments
Analyze macroeconomic trends and market cycles to inform portfolio decisions
Prepare comprehensive investment memoranda and recommendations
Portfolio Management & Reporting
Support portfolio construction and allocation decisions
Lead preparation of periodic portfolio reviews and Board materials
Assist in developing tactical and strategic investment themes
Maintain documentation and analysis within internal systems
External Manager Oversight
Serve as primary relationship contact for assigned external managers
Conduct ongoing oversight focused on organization, investment process, portfolio fit, and risk-adjusted performance
Coordinate with custodians, consultants, administrators, and internal Legal, Risk, and Accounting teams
Support negotiation of investment management terms
Qualifications Required
Bachelor's degree in Finance, Accounting, Mathematics, Business Administration, or related field
Minimum 7 years of experience in institutional asset management, consulting, banking, or financial services analytical roles
Strong quantitative and financial modeling skills
Advanced Excel and Microsoft Office proficiency
Experience conducting manager research and investment analysis
Excellent written and verbal communication skills
Preferred
MBA or other advanced degree
CFA or CAIA designation
Experience allocating capital to external managers across fixed income and/or hedge fund strategies
Key Competencies
Investment analysis and portfolio construction
Manager evaluation and oversight
Strategic thinking and macroeconomic awareness
Executive-level presentation skills
Strong collaboration and relationship management
High level of professionalism and discretion
Work Environment This position is primarily office-based in Austin, TX. Travel (10-25%) may include manager meetings, industry conferences, and site visits. Occasional extended hours may be required based on business needs.
Estimated Min Rate : $140000.00
Estimated Max Rate : $200000.00
Benefits 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
Austin, TX
Division:
External Investments
Travel:
10-25%
Reports To:
CIO / Head of Public Fixed Income
About the Role: We are seeking a highly analytical and experienced investment professional to join our External Investments team as a Junior Portfolio Manager. This role supports portfolio construction, manager due diligence, and investment strategy across multiple asset classes, with a primary emphasis on Global Fixed Income and Absolute Return (hedge fund) strategies.
This position offers direct exposure to senior leadership and the Investment Committee, with meaningful responsibility in evaluating, recommending, and monitoring institutional investment strategies.
Key Responsibilities Investment Research & Due Diligence
Monitor existing investment strategies and evaluate new opportunities
Conduct in-depth qualitative and quantitative analysis of external asset managers
Perform detailed due diligence on funds and co-investments
Analyze macroeconomic trends and market cycles to inform portfolio decisions
Prepare comprehensive investment memoranda and recommendations
Portfolio Management & Reporting
Support portfolio construction and allocation decisions
Lead preparation of periodic portfolio reviews and Board materials
Assist in developing tactical and strategic investment themes
Maintain documentation and analysis within internal systems
External Manager Oversight
Serve as primary relationship contact for assigned external managers
Conduct ongoing oversight focused on organization, investment process, portfolio fit, and risk-adjusted performance
Coordinate with custodians, consultants, administrators, and internal Legal, Risk, and Accounting teams
Support negotiation of investment management terms
Qualifications Required
Bachelor's degree in Finance, Accounting, Mathematics, Business Administration, or related field
Minimum 7 years of experience in institutional asset management, consulting, banking, or financial services analytical roles
Strong quantitative and financial modeling skills
Advanced Excel and Microsoft Office proficiency
Experience conducting manager research and investment analysis
Excellent written and verbal communication skills
Preferred
MBA or other advanced degree
CFA or CAIA designation
Experience allocating capital to external managers across fixed income and/or hedge fund strategies
Key Competencies
Investment analysis and portfolio construction
Manager evaluation and oversight
Strategic thinking and macroeconomic awareness
Executive-level presentation skills
Strong collaboration and relationship management
High level of professionalism and discretion
Work Environment This position is primarily office-based in Austin, TX. Travel (10-25%) may include manager meetings, industry conferences, and site visits. Occasional extended hours may be required based on business needs.
Estimated Min Rate : $140000.00
Estimated Max Rate : $200000.00
Benefits 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