Fixed income portfolio manager vs manager finance planning and analysis

Differences between fixed income portfolio manager and manager finance planning and analysis duties and responsibilities

Fixed income portfolio manager example responsibilities.

• Manage governance, engage stakeholders and communicate budget impact to senior management.
• Source bonds from primary/secondary markets, allocate across multiple credit portfolios and oversee trade execution.
• Analyze and provide relative value assessments for industry specific securities and overall market.
• Serve as liaison between product development and clients to improve coverage and accuracy for asset-backed securities
• Conduct daily trading in bonds / foreign exchange and monitor political and economic events that influence international bond markets.
• Spearhead the enterprise Server/Network equipment room governance program lowering risk exposure to the firm to satisfy an external audit deliverable.
Show more

Manager finance planning and analysis example responsibilities.

• Manage staff analysis and reporting on GAAP operating results and statutory consolidation.
• Evaluate and screen capital projects and business expansion initiatives achieving expect ROI and organizational success.
• Manage capital projects, coordinate profit planning and annual business meetings, and co-manage SOX compliance implementation.
• Manage payroll and control human resource expense budgets by identifying variance between budget and results and continuously improving working efficiency.
• Prepare payroll and manage all human resource functions including recruitment, training and performance reviews for all administrative and financial personnel.
• Implement 1st systematic forecast for balance sheet and cash flow in Hyperion planning providing senior management timely analysis for decision making.
Show more