VP, Portfolio Manager - Money MarketsCFA Institute • Atlanta, GA, United States
VP, Portfolio Manager - Money Markets
CFA Institute • Atlanta, GA, United States
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Bachelor’s degree in Finance or related field with 5 years of work experience, including working in a Fixed Income environment. Portfolio Management experience with a desire to assist the SVP with strategy necessary to outperform the benchmark. Experience using Bloomberg, TradeWeb, MarketAxess desirable. Prior experience in back and middle office functions desirable. Ability to be part of and work well in a team environment. Excellent verbal and written communication skills. Demonstrated ability to identify problems and take initiative to resolve them. Ability to work in a dynamic environment with competing demands.
Get to Know the Opportunity
To assist the Head of Money Markets in the management of money market funds as well as assist with the short-term cash investing / financing needs of other clients on an as-needed basis.
The Contributions You Will Make
- Responsible for money market trading and assists with portfolio management for the cash portion of various short-term accounts and funds.
- Conduct repurchase agreement trades, money market trades and short treasury, agency and short corporate bond transactions for internal accounts and external funds and accounts on an as needed basis.
- Maintain the integrity of the money market data in the spreadsheets and databases.
- Maintain fund profiles (gross and net yield and maturity profiles) on a daily basis as needed.
- Generate monthly and quarterly reports necessary for compliance, internal and external reporting purposes as needed.
- Perform required 2a-7 and other compliance tests and generate required documentation on securities purchased as needed.
- Responsible for understanding and complying with firm policies and procedures while performing the role outlined above.
Minimum Knowledge and Experience
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