FEP Search Group, staffing firm for food & beverage, accounting & finance, manufacturing industry
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 Latest Job Opening for Accounting & Finance

 Job #00604 Email this job to a friend
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