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Credit Portfolio Specialist

3 weeks ago

Newport Beach, California, United States Jobleads-US Full time

Credit Portfolio Associates play a critical role in supporting our Portfolio Managers in building and maintaining high-performing credit portfolios. They work closely with internal stakeholders, including Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm's global offices.

The successful candidate will have a solid understanding of fixed income markets, credit analysis, and portfolio management. They will be responsible for monitoring portfolio positions and products versus client guidelines, utilizing proprietary risk systems for monitoring of portfolio exposures, assisting in account transitions and cash flow management, and supporting Credit Desk including Managing Director PMs.

This is a challenging and rewarding role that requires excellent analytical and problem-solving skills, as well as strong communication and teamwork abilities.

Key requirements include a Bachelor's degree from an accredited college/university with an emphasis in Economics, Business, Engineering or Mathematics or a related field, ~1-3 years equivalent work experience in the investment management or securities industry, ~ Deep understanding of fixed income including knowledge of most cash and derivative instruments, ~ Exceptional communication skills are required to operate in a complex financial and mathematical environment, ~ Excel power user critical, and ~ Learning environment focused on key buy-side portfolio risk and return principles.