Senior Portfolio Manager (Fixed Income) at Pensions Alliance Limited (PAL Pensions)

Objective

• The portfolio manager is expected to develop strategic and tactical asset allocation strategies in line with stated investment objectives of our various funds and consistently apply a disciplined risk management framework

Responsibilities

• Support the daily management of the fund portfolios; consistent with their respective investment objectives with particular emphasis on the fixed income funds and fixed income allocation of diversified funds
• Recommend tactical trading opportunities to the investment management team to optimize portfolio return
• Manage duration and credit structure of portfolios to achieve target returns and minimize risk and volatility
• Monitor capital market developments and conduct investment related research in order to develop and support investment thesis; with particular emphasis on monetary conditions and inflation drivers / expectations
• Develop financial and quantitative models to measure investment decisions including relative value analysis and risk analysis and performance (including NII and return attribution)
• Collaborate with relevant business units to support strategic initiatives; fund pricing, evaluating new transactions, company capital and reserve management etc.
• Conduct fundamental fixed income research and credit analysis
• Communicate investment strategies and results to relevant parties across the company
• Participate in Management Investment Committee and Board Investment Strategy Committee meetings
• Deliver investment related presentations to the firm and/or third party clients as required

Requirements

• Bachelor's Degree in Economics, Business, Finance or any relevant course (Minimum of Second Class Lower)
• 8 - 10 years of relevant fixed income portfolio management experience
• Deep understanding of government securities market preferably with background in treasury function in a financial institution
• Strong quantitative, analytical and modeling skills
• Effective communicator, coordinator and thought-partner; comfortable and effective partnering with senior level executive team and external parties
• Open-minded, innovative, and strategic thinker
• Ability to work with minimal supervision and in material compliance with set risk limits and guidelines
• Preferred candidates will have an MBA or relevant Master’s Degree and CFA designation or related professional certification.