Portfolio Manager

Meeder Investment Management Inc; Dublin (OH); On-site; USD 70,000 - 110,000; Full time

Job summary

Meeder Investment Management seeks an experienced portfolio manager to oversee fixed income portfolios for public sector clients. The ideal candidate will possess strong analytical and communication skills, along with a bachelor's degree in finance or related field. Successful individuals will thrive in a dynamic environment and demonstrate a commitment to fiduciary responsibility.

Qualifications

• Bachelor's degree required in business administration with emphasis in accounting, finance, or related field.
• Proficiency in Bloomberg, Charles River, and other data tools.
• Progress toward CFA or similar designation preferred.

Responsibilities

• Manage portfolios while balancing unique objectives for each client.
• Source, analyze, and monitor securities based on macro-economic factors.
• Contribute to Meeder Public Funds overall fixed income strategy.

Skills

Organizational skills

Communication skills

Fiduciary mindset

Adaptability

Analytical skills

Education

Bachelor's degree in business administration

Progress toward CFA, CMT, or similar designation

Tools

Bloomberg

Charles River

MarketAxess

Microsoft Office

Job description

Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.

Meeder has been managing short and intermediate term fixed income public sector portfolios for over 30 years, serving more than 350 public entities across the country. The short term and fixed income portfolios including money market funds, local government investment pools (LGIPS) to customized separately managed account solutions. Our team works with operating funds, bond proceeds, insurance and capital reserves, and other funds to structure portfolios to meet client objectives.

Primary Responsibilities:

• Manage portfolios consistently across accounts while balancing unique objectives for each client (primarily yield, income driven – passively managed).
• Participate in investment strategy discussions and assist in the development of portfolio strategies spanning LGIP’s, Money Market Funds, and the separately managed account landscape.
• Source, analyze, trade and monitor individual securities in the municipal, corporate, and government sectors, based upon the analysis of macro-economic factors and sector fundamentals as they affect the level of interest rates and the relative value among fixed income sectors.
• Contribute to Meeder Public Funds overall fixed income strategy.
• Maintain Broker Dealer relationships to ensure proper coverage and best execution in fixed income.
• Perform credit analysis on a set of corporate issuers or sectors (approximately 10% of time spent).
• Be a member of and expected to contribute to the oversight of credit exposure as a representative on the credit committee.

Critical Success Factors

• Fiduciary and client-oriented mindset
• Extensive knowledge of financial markets/instruments/regulations, economic theories and relationships, valuation tools, etc. particularly as it relates to fixed income investing
• Strong organizational and time management skills to effectively manage over 75 fixed income portfolios
• Excellent communication skills and ability to work with other team members toward a common goal
• Flexibility and adaptability to a dynamic environment within a growing firm
• High level of integrity and strong ethical standards

Skills Required:

• Bachelor's degree required in business administration with emphasis in accounting, finance, or related field.
• Progress toward the CFA, CMT, or similar designation preferred.
• Proficiency in, Bloomberg, Charles River, MarketAxess, and other research/data compilation tools.
• Advanced knowledge of Microsoft Office products.