For Recruiters

Assistant Portfolio Manager

Schroders Investment Management
New York, United States
Posted 6 days ago Permanent Competitive
Assistant Portfolio Manager
Position Overview
The Assistant PM provides administrative, analytical and ESG support to portfolio managers on the US High Yield team. The focus of this role is bond allocation and strategy - ensuring that investment strategies are accurately implemented in the portfolios. A successful APM should develop into a contributor to the portfolio strategy formulation process along with interacting with analysts and senior PM's on security selection decisions. For the right candidate this provides the potential of a path towards a fund manager position.

Responsibilities
Portfolio Management Support (100%)
        • Support USHY portfolio team by providing general assistance in all aspects of the portfolio management cycle including daily tasks as well as long term projects
        • Monitor portfolios' position weights and risk analytics compared to benchmarks and targets. Highlight deviations and create orders to rebalance portfolios
        • Bring special consideration to ESG factors and monitoring in addition to focusing on sustainability-linked strategies
        • Monitor portfolio positions and trade orders for compliance with client guidelines
        • Monitor and manage portfolio duration
        • Manage portfolio cash balances and ensure cash balances are consistent with product guidelines and current investment strategy
        • Coordinate with the trading desk on trading programs & monitor trade executions
        • Review and resolve compliance breaches
        • Monitor and coordinate corporate actions on behalf of the funds managed on the desk
        • Take part in & develop action plan based in issuer and industry meetings with credit research team
        • Work with Product team to provide portfolio and investment related information to clients in the form of presentations, written commentaries and responses to ad hoc requests
        • Establish and maintain relationships with other departments internally, including Compliance, Sales, Marketing, and Investment
        • Cultivate strong relationships with colleagues across the Global Credit and Fixed Income platforms

Basic Qualifications
  • Bachelor's degree
  • 2-5 years' experience in investment management
  • Strong analytical skills
  • Excellent verbal and written skills
  • Personable and team-oriented
  • Proficient in MS Office, Bloomberg

Preferred Qualifications
  • Proficient in Aladdin
  • CFA holder or candidate
  • Coding experience Python, R, VBA


ADA
Schroder Investment Management North America Inc. complies with the Americans with Disabilities Act of 1990.
EEO/Affirmative Action
Schroder Investment Management North America Inc. is an affirmative action-equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, age, marital status, national origin, ancestry, sex, sexual orientation, gender identity or expression, intellectual disability, mental disability or physical disability, including, but not limited to, blindness, or protected veteran status.

Environmental Conditions
The work is performed primarily indoors in a normal office environment with little exposure to excessive noise, dust, fumes, vibrations, and temperature changes. The position requires frequent computer use at a workstation in a fast paced environment with unscheduled interruptions. Public contact is required and there will be a need to move from one work location to another. Responsibilities occasionally may require an adjusted work schedule, morning/evening/weekend hours in order to meet deadlines.

ADA
Schroder Investment Management North America Inc. will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990.

OSH ACT
This position is not to handle any human body fluids, biological agents, laboratory chemicals, or be exposed to hazardous materials such as noise, asbestos, or carcinogens.

This job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and marginal job functions are subject to modification. This document describes typical duties and responsibilities and is not intended to limit management from assigning other work as desired.

EEO
It is the policy of Schroder Investment Management North America Inc. to provide equal opportunity for employment and advancement without regard to race, color, religion (or creed), age, sex (or gender), sexual orientation, national origin, citizenship status, ancestry, marital status, disability, or other legally protected condition, category or status.

Position Overview
The Assistant PM provides administrative, analytical and ESG support to portfolio managers on the US High Yield team. The focus of this role is bond allocation and strategy - ensuring that investment strategies are accurately implemented in the portfolios. A successful APM should develop into a contributor to the portfolio strategy formulation process along with interacting with analysts and senior PM's on security selection decisions. For the right candidate this provides the potential of a path towards a fund manager position.

Responsibilities
Portfolio Management Support (100%)
        • Support USHY portfolio team by providing general assistance in all aspects of the portfolio management cycle including daily tasks as well as long term projects
        • Monitor portfolios' position weights and risk analytics compared to benchmarks and targets. Highlight deviations and create orders to rebalance portfolios
        • Bring special consideration to ESG factors and monitoring in addition to focusing on sustainability-linked strategies
        • Monitor portfolio positions and trade orders for compliance with client guidelines
        • Monitor and manage portfolio duration
        • Manage portfolio cash balances and ensure cash balances are consistent with product guidelines and current investment strategy
        • Coordinate with the trading desk on trading programs & monitor trade executions
        • Review and resolve compliance breaches
        • Monitor and coordinate corporate actions on behalf of the funds managed on the desk
        • Take part in & develop action plan based in issuer and industry meetings with credit research team
        • Work with Product team to provide portfolio and investment related information to clients in the form of presentations, written commentaries and responses to ad hoc requests
        • Establish and maintain relationships with other departments internally, including Compliance, Sales, Marketing, and Investment
        • Cultivate strong relationships with colleagues across the Global Credit and Fixed Income platforms

Basic Qualifications
  • Bachelor's degree
  • 2-5 years' experience in investment management
  • Strong analytical skills
  • Excellent verbal and written skills
  • Personable and team-oriented
  • Proficient in MS Office, Bloomberg

Preferred Qualifications
  • Proficient in Aladdin
  • CFA holder or candidate
  • Coding experience Python, R, VBA


ADA
Schroder Investment Management North America Inc. complies with the Americans with Disabilities Act of 1990.
EEO/Affirmative Action
Schroder Investment Management North America Inc. is an affirmative action-equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, age, marital status, national origin, ancestry, sex, sexual orientation, gender identity or expression, intellectual disability, mental disability or physical disability, including, but not limited to, blindness, or protected veteran status.

Job ID  4801
More Jobs From Schroders Investment Management
Schroders Investment Management
Research Analyst (Energy)
Schroders Investment Management
New York, USA
3 days ago Full time Competitive
Schroders Investment Management
Portfolio Compliance Analyst
Schroders Investment Management
New York, USA
6 days ago Full time Competitive
Schroders Investment Management
Research Analyst
Schroders Investment Management
New York, USA
6 days ago Full time Competitive
Schroders Investment Management
Investment Associate- secondaries
Schroders Investment Management
New York, USA
4 days ago Full time Competitive
Schroders Investment Management
Consultant Relations Analyst
Schroders Investment Management
New York, USA
2 days ago Full time Competitive
Schroders Investment Management
Sustainability Analyst, Private Equity
Schroders Investment Management
New York, USA
about 20 hours ago Full time Competitive
Schroders Investment Management
Business Analyst
Schroders Investment Management
New York, USA
5 days ago Full time Competitive
Schroders Investment Management
Business Development Services Specialist
Schroders Investment Management
New York, USA
4 days ago Full time Competitive
Schroders Investment Management
Access Control Specialist
Schroders Investment Management
New York, USA
about 20 hours ago Full time Competitive
Schroders Investment Management
Reward and Wellbeing Manager
Schroders Investment Management
New York, USA
5 days ago Full time Competitive
Recommended Jobs
Schroders Investment Management
Research Analyst (Energy)
Schroders Investment Management
New York, United States
DTG Capital Markets
Cryptocurrency Trader/Portfolio Manager
DTG Capital Markets
New York, United States
S.R Investment Partners
Senior Portfolio Manager - FX / Equities / Futures
S.R Investment Partners
New York, United States