Senior Fixed Income Portfolio Manager - 2a-7 & Liquidity

Siebert Williams Shank; New York (NY); Sur place; USD 160 000 - 180 000; Plein temps

Avantages offerts par ce poste

Discretionary bonus

Résumé du poste

Siebert Williams Shank Asset Management (SWSAM) is seeking an experienced Fixed Income Portfolio Manager to lead Rule 2a-7 investment strategies. The ideal candidate will bring extensive experience in fixed income portfolio management, risk management, trading, and operations, with a proven track record in portfolios subject to SEC Rule 2a-7 requirements.

This role offers an opportunity to join a growing investment team with expanding assets under management and increased responsibilities.

Qualifications

• Significant experience managing Rule 2a-7 and/or short-duration fixed income portfolios.
• Strong understanding of fixed income markets, portfolio construction, risk management, and trading.
• Knowledge of ERISA rules and regulations.
• Proficiency with Bloomberg, Tradeweb, and fixed income research platforms.
• Experience with SS&C APX, portfolio accounting systems, and investment operations.
• Excellent communication and client relationship management skills.
• Bachelor's degree required; MBA and/or CFA designation preferred.

Responsabilités

• Manage Rule 2a-7 and ultra-short duration fixed income portfolios, including separately managed accounts.
• Construct and oversee portfolios with a focus on liquidity, credit quality, risk management, and regulatory compliance.
• Conduct performance attribution analysis, credit and market research, and portfolio risk assessments.
• Ensure adherence to Rule 2a-7, investment guidelines, and applicable regulatory requirements.
• Collaborate with internal teams to support investment operations, reporting, and client servicing.

Connaissances

Rule 2a-7 experience

Fixed income trading

Risk management

Client relations

Entrepreneurial mindset

Formation

Bachelor's degree

MBA or CFA preferred

Outils

Bloomberg

Tradeweb

SS&C APX

Portfolio accounting systems

Description du poste

Siebert Williams Shank Asset Management (SWSAM) is seeking an experienced Fixed Income Portfolio Manager to lead Rule 2a-7 investment strategies. The ideal candidate will bring extensive experience in fixed income portfolio management, risk management, trading, and operations, with a proven track record in portfolios subject to SEC Rule 2a-7 requirements.

This role offers an opportunity to join a growing investment team with expanding assets under management and increased responsibilities.