The Portfolio Manager – Fixed Income supports the oversight of external management of Public Fixed Income (PFI) assets. The position is responsible for monitoring investment activity, performance, analyzing external asset managers, recommending structural changes to the aggregate, and developing reports. This role is based in Tallahassee, FL and requires on-site work.
Responsibilities include but are not limited to:
- Serving as fund-of-funds portfolio manager for PFI by monitoring investment activity, performance and manager structure
- Identifying, evaluating and recommending new investment strategies and managers
- Supporting activities related to PFI manager contracts, legal issues and compliance
- Supporting the development and production of performance and risk reports
- Performing other duties as assigned
What you should have
Three years of related experience. A postsecondary degree may be used as an alternative for years of direct experience; 2 years for an associate’s degree, 4 years for a bachelor’s degree, 6 years for a master’s degree, 7 years for a professional degree or 9 years for a doctoral degree.
Preferences:
- A bachelor’s degree from an accredited college or university in finance, mathematics, accounting, economics, statistics, business, communications, political science, computer science, MIS or public administration
- CFA designation
- Knowledge of fixed income securities, financial concepts and theories
- Strong computer literacy with emphasis on Microsoft Word, PowerPoint and Excel
- Knowledge of Bloomberg systems and functions
Knowledge, Skills and Abilities:
- Basis Knowledge of accounting principles and practices
- Skilled at independently making decisions and solving problems
- Skilled in understanding, interpreting and applying laws, rules, regulations, policies and procedures
- Knowledge of industry standards for policies and procedures
- Extensive Microsoft Excel skills
- Perform at a high level in a team environment
- Gather data, to compile information and prepare reports
- Ability to communicate effectively, both in writing and orally
- Ability to conduct research, compile data and present results in an articulate and useful manner
- Types of risks: market, credit, operational, liquidity
- Travels occasionally to various locations throughout the United States. Involves occasional work outside of normal business hours and working remotely to maintain contact with external research sources and maintains normal office-related duties. Employees must abide by rules, procedures and policies of the State Board of Administration.
