Fixed Income Portfolio Manager - Securitized/Treasury

Summary Of Job Responsibilities This position is primarily responsible for being a Fixed Income Portfolio Manager on Colorado PERA’s actively managed Treasury and Securitized portfolios. Primary responsibilities include analyzing, identifying, recommending and executing investment opportunities. The objective of the role is to be a critical member of a team that takes methodical risk in assigned portfolios to consistently outperform the Bloomberg U.S. Treasury, Bloomberg U.S. MBS, and the Bloomberg US Aggregate indices.

Essential Duties And Responsibilities Employees are held accountable for all duties of the job. Individuals must be able to perform these duties with or without reasonable accommodations.

Function as a Fixed Income Portfolio Manager for the Treasury portfolio

Function as a Fixed Income Portfolio Manager on the MBS portfolio

Independently develop and articulate an investment thesis by conducting macro and sector research and utilizing internal and external models

Treasury Portfolio: Develop a high conviction investment thesis to drive performance including but not limited to asset class positioning, duration, curve, off the run, and carry exposure

MBS Portfolio: Develop a high conviction investment thesis on vintage, specified pool, agency swap, duration, convexity, stack, TBA and carry exposure

Function as a critical member of a team making asset allocation recommendations across the Bloomberg US Aggregate sectors

Independently identify and articulate individual security recommendations

Responsible for trading fixed income securities

Utilize investment software to perform portfolio analysis and reporting, including positioning relative to the policy benchmark, active risk, and performance attribution

Demonstrates an appropriate sense of urgency and initiative

Participates in training and educational opportunities for ongoing professional development

Maintains regular and prompt attendance in the workplace

Performs other duties as requested

Job Qualifications

Bachelor’s degree in finance, business administration, accounting, or related field, MBA preferred, 7+ years of investment industry experience

CFA completed or in progress

Thorough understanding of financial concepts, markets, principles, and theories

Understanding of macroeconomics and its influence on investments

Demonstrated analytical, problem solving, and decision making skills

Effective prioritization and time-management skills

Excellent oral and written communication and presentation skills

Interpersonal skills including leadership and conflict resolution

Proficiency with MS Office, Bloomberg, and other financial software applications

Ability to work effectively both independently and with others in a team environment

WORKING CONDITIONS

Standard office environment with frequent telephone communication, computer operation, and other office productivity machinery, such as a copy and printer machine.

Occasional moving and positioning supplies in excess of 20 pounds

All employees are expected to present themselves in a professional manner in alignment with the financial services industry

Ability to sit for prolonged periods of time

Ability to operate standard PC equipment

Ability to manage frequent deadlines and tight schedules

Occasional travel as necessary for business purposes

HYBRID WORK OPTION

Opportunity to work from home up to three days per week. Eligibility dependent upon factors detailed in PERA's Work from Home Policy.

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