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| Latest Job Opening for Accounting & Finance |
| Job #00604 |
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| About our client |
| Our client in Bermuda is a full service investment management and advisory firm that is seeking an individual to join a team of energetic and committed professionals as a Portfolio Manager focusing on Fixed Income Securities. |
| Position |
Location |
| Portfolio Manager |
Bermuda |
| Salary |
| $77.5K |
| Responsibilities |
The successful candidate will be required to assist in the day-to-day research and management of client portfolios. · Assess client needs and objectives, structuring portfolios accordingly · Review, analyze and rebalance client portfolios on an ongoing basis to maintain compliance with model portfolio · Macro economic research on behalf of the Investment Strategy Committee providing recommendations with respect to economic cycles, interest rate exposure, duration and positioning along yield curves · Executing securities transactions in a timely and efficient manner · Preparing and maintaining all paperwork necessary regarding trades, transactions and client documents · Documenting client communication in client management system; · Preparation of periodic reports for existing clients and as well as proposals for prospective clients |
| Requirements |
· A university degree, preferably in commerce, finance or economics · Successful completion of CFA level lll with 3 years fixed income portfolio management experience following receipt of CFA charter · A detailed knowledge of financial instruments, specifically fixed income securities, as well as previous experience matching the investment needs of companies, trusts and private clients · Must demonstrate experience in successfully managing fixed income portfolios · Business development skills would be advantageous · Must demonstrate a strong propensity for ‘follow through’ · Strong written and verbal communication skills are essential · Ability to work with minimum supervision and willingness to work long hours if necessary · Strong PC skills, particularly with database and spreadsheet applications |
| Contact |
To apply for this job, indicate the job number (top of page) and send your resume to: accounting@fepsearchgroup.com |
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