Hybrid Assistant Portfolio Manager: Equities & Fixed Income

Construction Association of Michigan; Goshen (IN); Hybrid; USD 95,000 - 130,000; Full time

Job summary

Everence seeks a portfolio support professional to assist the Equity Portfolio Manager with domestic index funds, including construction, rebalancing, and performance attribution. You will also support the Fixed Income team with credit research and macro insights to inform portfolio decisions.

The role emphasizes strong Excel skills, Bloomberg familiarity, and potential use of Northfield; travel to conferences and trainings may be required occasionally.

Qualifications

• Bachelor's degree required in Finance, Economics, or related field.
• 3–5 years of general investment experience.
• CFA Charterholder strongly preferred or enrolled with progress.
• Exposure to optimized equity index portfolio management preferred.
• Sustainable investing experience helpful.

Responsibilities

• Assist with equity portfolio construction, rebalancing, and optimization analysis.
• Support fixed income research with credit evaluation and macro insights.
• Develop and maintain Excel-based tools for portfolio analysis; use Northfield/Bloomberg as needed.
• Participate in internal investment discussions and communicate portfolio strategy.

Skills

Communication

Excel

Bloomberg

Northfield

Python/SQL

Education

Bachelor's degree in Finance/Economics

Tools

Northfield optimizer

Bloomberg

BondEdge

Job description

Everence seeks a portfolio support professional to assist the Equity Portfolio Manager with domestic index funds, including construction, rebalancing, and performance attribution. You will also support the Fixed Income team with credit research and macro insights to inform portfolio decisions.

The role emphasizes strong Excel skills, Bloomberg familiarity, and potential use of Northfield; travel to conferences and trainings may be required occasionally.