Portfolio Manager, Fixed Income - CARMEL, IN Assistance

Job Details

The stated pay range is based on a national-average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is bonus eligible. Candidates and associates may be asked to travel to corporate offices for interviews, training and/or meetings. Work cannot be performed from outside of the United States.

• Managing with the goal of balancing portfolios performance and optimal investment earnings, along with other related financial objectives
• Working with senior management to meet investment performance expectations.
• Managing bond portfolios and overall credit risk, with focus on downside protection.
• Overseeing and monitoring the purchase and sale of securities based upon ALM requirements, portfolio rebalancing, index migration, and other related variables.
• Collaborating with asset specialists, traders and research to identify appropriate investments to meet portfolio objectives
• Analyzing market trends pertaining to Fixed Income investments and the ability to make decisions in the best interest of the investment portfolios/lines of business.
• Working closely with 4086 investment analysts on investment recommendations.
• Adhering to and maintaining investment policy guidelines

• Possess knowledge of full spectrum range of Fixed Income Security types
• Have experience with long‑term strategic asset allocation
• Understand and can communicate portfolio needs and rationale
• Have experience working with fixed income portfolio management tools . Bloomberg
• Are highly collaborative and can work well in a fast‑paced environment
• Demonstrate high attention to detail

• Bachelor’s degree in Finance, Engineering, Economics, Statistics, or related field.
• Minimum of 5+ years of related experience in an institutional investment environment
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)

• Master’s Degree in Finance, Engineering, Economics, Statistics, or related field
• 7+ years of related work experience in an institutional investment environment
• Strong drive for results
• Strong written and oral communication skills
• CFA, CAIA, or MBA is preferred

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) retirement plan with company match
• Short‑term & long‑term disability insurance
• Paid time-off and corporate holidays
• Paid parental leave
• Company paid life insurance

Pay Range: $ - $ Annual

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Please contact us to request accommodation.