Fixed income portfolio manager job description

We are seeking a Fixed Income Associate Portfolio Manager to join our Team in Nashville, TN.

The AllianceBernstein Fixed Income Investment Management structure has evolved over time, moving from a set of investment teams that were vertically integrated to a model were portfolio management is supported by functional groups that have specialized skill sets and responsibilities. These changes reflect a need to build a scalable business capable of servicing a growing set of accounts, a wider diversity of account offerings, and increased complexity of products and strategies.

Fixed Income Associate Portfolio Managers are responsible for supporting our global Portfolio Management teams through accurate and efficient implementation of portfolio decisions. They support all asset classes and work closely with teams across the AB enterprise, including investment management, operations, technology, sales and trading. Associate Portfolio Managers should show an interest in financial markets and will develop a deep understanding of our products, operational policies and procedures.

KEY JOB RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO:
Ensure the efficient implementation of fixed income trades, including reviewing compliance with guidelines, currency management and order building Continually monitor portfolios to ensure guideline compliance, portfolio and security data accuracy, performance reporting and analysis for ad hoc requests Identify and control operational risk associated with implementation activities Support overall account management by facilitating successful account opening / closings and liaising with Sales and Portfolio Management to address client requests such as local market openings and custodial transitions Identify opportunities and partner with technologists to re-engineer and automate processes which will increase operational efficiency, improve client service and enhance risk controls Provide support to Portfolio Managers, Portfolio Analysts, Sales, Trading and Operations to deliver against client requirements

Describe the applications and business or enterprise functions the role supports:

The Associate Portfolio Manager role offers high visibility to the Fixed Income Investment as well as other areas of the firm-Sales, Product Development, Middle Office, Compliance, and Technology and Operations. This role enables and individual to experience all aspects of the asset management business.

The key job responsibilities include, but are not limited to:
Ensure the efficient implementation of fixed income trades, including reviewing compliance with guidelines, currency management and order building Continually monitor portfolios to ensure guideline compliance, portfolio and security data accuracy, performance reporting and analysis for ad-hoc requests Facilitate successful account opening/closings and liaise with sales and portfolio management to address client requests Identify opportunities and partner with technologists to re-engineer and automate processes to increase operational efficiency, improve client service and enhance risk controls Provide support to Portfolio Managers, PAs, Sales, Trading and Operations to deliver against client requirements

What makes this role unique or interesting?

The role is critical to the success of the AB Portfolio Management team as they exercise their daily activities to deliver for their clients. Associate Portfolio Managers get broad exposure as they support all asset classes and work closely with teams across the AB enterprise -- including Investment Management, Operations, Technology, Sales and Trading. Associate Portfolio Managers should show an interest in financial markets and will develop a deep understanding of our products, operational policies and procedures.

What is the professional development value of this role, i.e. what learning and professional growth does the role offer the candidate?

The candidate will have exposure to activities across the full Fixed Income organization. In addition, we have a vast array of product types which allows the candidate to learn over time and be eligible for internal promotions in areas as diverse as Operations, Compliance, Audit, Business Analyst, Derivatives, Business Valuations and Pricing.

Job Qualifications (The ideal candidate should have the following):

Candidates must have outstanding attention to detail, coupled with a proven ability to think logically and make sound decisions in a fast-paced environment, often under time pressure and across multiple tasks.

Specific requirements include:
Motivated self-starter with a passion for process improvement and leveraging technology to solve complex business problems Strong interest / experience in financial markets, notably asset management Excellent problem-solving and analytical skills Effective communication skills paired with a strong desire to work in a team-oriented organization Exceptional understanding of risk management and overall control environment Proficiency in Microsoft suite Strong soft skills such as adaptability and creativity

Location: Nashville, TN

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 51 locations operating in 25 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!

People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.

Please be advised that AB does not solicit confidential information from job applicants during the screening process, nor extend job offers without the candidate participating in a series of interviews to be properly considered for an open role. If you receive requests for confidential information, outside of the formal interviewing process even if the person asserts that they represent AB, we encourage you not to reply.
Nashville, Tennessee

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GENERAL FUNCTION:

Manages fixed income assets for one or more fixed income strategies for institutional and/or Trust Department clients. Operates within established investment policy guidelines providing investment management, client service, and support of new business efforts. May assist more senior Fixed Income Managers with major accounts.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Under direct supervision, manages fixed income assets within established investment policy guidelines within a team environment.

Implements policies and programs approved by management and the Investment Committee.

Provides support with marketing and relationship management efforts.

Builds awareness of new investment strategies, techniques, and products through regular contact with other industry professionals, and through internal and external research.

For individually managed accounts, invests fixed income assets according to the applicable investment policy statement to deliver a competitive rate of return relative to the client's benchmarks and/or objectives.

Assists more senior Fixed Income Managers with larger, more complex relationships.

Conducts and communicates sector and security research analysis.

Aids in the formation of investment strategies.

Aids in the execution of investment strategies.

Participates in internal and external communication activities.

Supports the Trust Department trading and research functions as necessary.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

Bachelor's degree required in a related field. Advanced degree, such as MBA encouraged.

Professional certification such as a CFA encouraged.

Three or more years' investment experience, including investment decision-making.

Solid written, verbal, interpersonal and presentation skills.

Effective qualitative, analytical and problem solving skills.

Experience in an environment that stresses both individual accountability and team based performance.

Proficient in the use of Microsoft Office software including Word, Excel, and PowerPoint.

WORKING CONDITIONS:

● Normal office environment with little exposure to dust, noise, temperature and the like.

● Extended viewing of CRT screen.

Fixed Income Portfolio Manager

LOCATION -- Grand Rapids, Michigan 49503

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.