Securitized Assets Junior PM, Financial Institutions Group - Associate
Core
Junior Portfolio Manager supporting Fixed Income investment teams in managing and analyzing securitized assets for financial institution clients.
Role type
Junior IC Portfolio Manager (Securitized Assets)
Builds
Fixed income portfolios including ABS, CLO, CMBS, and RMBS for institutional clients
Domain
Fixed Income / Securitized Assets / Financial Institutions
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Fixed income market knowledge, bond math, risk analysis, Python, SQL, data API handling, fundamental research, relative-value analysis, portfolio construction, risk management, investment committee presentation preparation, client communication
Preferred skills
CFA progress, securitized asset origination or deal structuring experience, Aladdin proficiency, advanced Excel, financial institution/insurance portfolio management knowledge
Technologies
Python, SQL, Aladdin, Excel
Responsibilities
Work alongside ABS, CLO, CMBS, and RMBS sectors to form investment ideas and monitor portfolios; Partner with technology and research teams to improve scalable investment practices; Drive experimentation of generative AI tools for investment processes; Participate in setup, evaluation, execution, and management of new and secondary transactions; Provide quantitative and analytical support to PMs; Perform fundamental research and relative-value analysis; Organize materials for investment committee presentations and surveillance; Partner with broker-dealers to build relationships; Publish sector updates and market information; Support client onboarding, account activation, and portfolio reviews.
Seniority
Junior, hands-on IC