Investment Portfolio Manager, Sr. jobs in the United States

Investment Portfolio Manager, Sr. manages the research and analysis of financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Implements policies and procedures to guide the analysis and evaluation of investment products and ensure investment activities comply with regulatory standards. Being an Investment Portfolio Manager, Sr. reviews economic data, financial metrics, and market conditions to evaluate financial models, forecasts, and investment strategies. Monitors and manages an organization's investment portfolio to ensure optimal performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Portfolio Manager, Sr. requires a bachelor's degree. Typically reports to a director. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Portfolio Manager
  • Thornburg Investment Management
  • Santa Fe, NM FULL_TIME
  • Description


    Thornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. The privately held firm, founded in 1982, is an active, high-conviction manager of fixed income, equities, and multi-asset solutions.


    As an independent firm, Thornburg can take on a wide range of opportunities, explore ideas thoroughly and work across strategies to deliver consistent risk-adjusted outperformance over the long term. The firm attracts free-thinking professionals who are eager to pursue investment outcomes beyond the confines of popular wisdom. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg’s world-class investment platform and team are aligned on strategy to serve investors.


    Primary Job Function:


    Thornburg is seeking an experienced fixed income investor to assist with the fast-paced growth of its fixed income franchise. A successful candidate will have the knowledge and skills to conduct fundamental credit analysis and manage portfolios within the global fixed income umbrella. This team member is expected to investigate and provide fundamental analysis for new and existing high yield corporate positions, leading to well-formulated theses and recommendations to portfolio teams. This individual will also play a key role in the launch and management of additional products that utilize and/or support current strategies. All team members are expected to contribute to the success of all Thornburg investment strategies, which requires the ability to identify investment opportunities across sectors, geographies, and investment styles.


    Duties & Responsibilities:

    • Recommend fixed income securities, particularly high yield corporate credits for investment across Thornburg fixed income and multi-asset portfolios. 
    • Help launch and manage new and existing separately management accounts (SMA) and completion portfolios that track broader Thornburg fixed income strategies.
    • Collaborate with groups across the firm to lead the growth of Thornburg’s SMA platform.
    • Use finance, accounting, economic and other skills to identify, analyze and create investment arguments based on an investment’s fundamentals and relative value proposition. 
    • Effectively communicate investment recommendations and broader economic, sector or portfolio thoughts to the entire team both written and orally. 
    • Monitor individual securities on an ongoing basis. Deliver timely and thorough updates.
    • Serve  in a global generalist capacity, with coverage responsibilities spanning geographies and industries, as well as asset sectors as needed.

    Job Benefits:

    • Medical, dental, and vision coverage.
    • Employer 401(k) safe harbor and profit-sharing contributions.
    • Work/life programs such as flexible work arrangements, flexible paid time off, paid parental leave, employee assistance plan, commuter benefits, student loan repayment program, education reimbursement program.
    • Community involvement opportunities.
    • Onsite cafeteria.
    • Onsite fitness center.
    • Referral program.

    Requirements

    • Bachelor's Degree - required; Advanced degree and/or progress toward CFA - preferred.
    • Experience analyzing high yield corporate credit such as bonds and bank loans - required; Experience covering credits from a range of industries and geographies - highly preferred.
    • Portfolio management experience - required.
    • Private credit experience - preferred.
    • 5 years of experience as a buyside or sellside high yield credit analyst.
    • Strong analytical skills including financial, accounting, economic and ESG knowledge.
    • Series 7 & 63 licenses, or able to obtain within 12 months of hire.

    Santa Fe is the capital of New Mexico. Founded in 1610 and nicknamed "The City Different," Santa Fe captures hearts and minds with its museums, restaurants, theater, opera, and adobe-style architecture. With an average of over 300 sunny days per year and picturesque landscape, it's no wonder that outdoor activities such as skiing and hiking in "The Land of Enchantment" attract visitors from around the world.


    All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, gender, gender identity or protected veteran status. We especially encourage applications from individuals who can bring diverse cultural and ethnic perspectives and experiences to the campus.

  • 6 Days Ago

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Investment Portfolio Sr Mgr
  • Citizens
  • Johnston, RI FULL_TIME
  • DescriptionAs the investment portfolio Sr. Manager, you will assist in management of a portfolio within the investment office. This role is designed to provide enhanced opportunity and responsibility....
  • 5 Days Ago

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Portfolio Manager
  • Pacific Investment Mgt Co. LLC
  • Newport, CA FULL_TIME
  • PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveragin...
  • 2 Days Ago

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Portfolio Manager
  • PIMCO Ltd. - Pacific Investment Management Company
  • Newport, CA FULL_TIME
  • PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveragin...
  • 25 Days Ago

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HOA Portfolio Manager
  • Heywood Realty & Investment, Inc.
  • Gilbert, AZ FULL_TIME
  • Do you pride yourself on taking initiative, managing yourself, and just getting the job done? Tired of your current boss or manager up in your business all the time? Want to be treated like an adult? ...
  • 10 Days Ago

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Portfolio Manager Assistant
  • Johnson Investment Counsel
  • Kenwood, OH FULL_TIME
  • Job Title: Portfolio Manager Assistant Date: May 2024 Department Family Office Services Reports To: Portfolio Manager FLSA Classification: Exempt Summary / objective of position: The Portfolio Manager...
  • 12 Days Ago

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Director - Finance & Accounting
  • Marriott
  • Columbus, OH
  • Additional Information Previous hotel accounting experience, ability to manage others Job Number 24096731 Job Category F...
  • 6/13/2024 12:00:00 AM

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Regulatory Affairs Specialist - Nutrition - Columbus, OH
  • Abbott
  • Columbus, OH
  • Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
  • 6/13/2024 12:00:00 AM

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Wealth Advisor
  • Hyre Personal Wealth Advisors
  • Upper Arlington, OH
  • Wealth Advisor Columbus, OH 43221 WHO WE ARE Hyre Personal Wealth, a growing wealth management practice, is seeking a We...
  • 6/9/2024 12:00:00 AM

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Acquisitions Associate – Multifamily (Semi-Remote)
  • Advice Personnel
  • Columbus, OH
  • Real Estate Acquisitions Associate – Multifamily (Semi-Remote) A prominent national real estate investment and managemen...
  • 6/9/2024 12:00:00 AM

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Accolade, Balance Sheet Advisor I
  • Corporate One FCU
  • Columbus, OH
  • Job Description Job Description Are you passionate about finance and eager to make a meaningful impact in the credit uni...
  • 6/9/2024 12:00:00 AM

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Operations Engineer
  • Hines
  • Columbus, OH
  • Overview: When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the st...
  • 6/9/2024 12:00:00 AM

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Regulatory Affairs Specialist - Nutrition - Columbus, OH
  • Abbott Laboratories
  • Columbus, OH
  • Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
  • 5/23/2024 12:00:00 AM

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Spa Massage Therapist (Short North Luxury)
  • Le Meridien Columbus, The Joseph
  • Columbus, OH
  • Compensation Type: Hourly Highgate Hotels: Highgate is a leading real estate investment and hospitality management compa...
  • 5/23/2024 12:00:00 AM

Income Estimation for Investment Portfolio Manager, Sr. jobs
$183,356 to $292,948

Career Path for Investment Portfolio Manager, Sr.