Associate Portfolio Manager - Mortgage Credit & Ideas

Oliver James

Trenton (NJ)

On-site

USD 120,000 - 180,000

Full time

2 days ago

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Job summary

Oliver James seeks an Associate Portfolio Manager to support a team focused on non-agency residential mortgage credit. You will work with senior PMs and analysts to shape investment decisions across mortgage credit strategies and help with portfolio construction, risk management, and idea generation from day one.

You will contribute trade ideas, collaborate with traders, and develop return and risk projections, including scenario analysis.

Qualifications

Bachelor's degree required; CFA or progress toward it a plus.
5–10 years in mortgage credit research, trading, or portfolio management.
Strong Excel skills; Bloomberg, Intex experience helpful.
Solid understanding of prepayment behavior and credit trends.

Responsibilities

Contribute trade ideas and help execute them across fixed income portfolios.
Collaborate with PMs, analysts, and traders to identify attractive risk-adjusted opportunities.
Build return and risk projections, including scenario and simulation analysis.
Form and document views on relative value across the sector.
Oversee trade execution from setup through post-trade review.
Develop and maintain relationships with street-side trading and banking contacts.
Work closely with research to translate fundamental analysis into portfolio action.