Job Posting TitlePortfolio Manager
Job Description
Full Time, Permanent Opportunity for Portfolio Manager (Must be local to Plano, TX)The Work ItselfThe Portfolio Manager supports the VP of Portfolio Management in executing investment strategies, managing balance sheet risk, and optimizing portfolio performance within established investment policy guidelines. This role is ideal for someone analytical, detail-oriented, and eager to grow into a more senior investment role.
The Talent You BringThe Essential Requirements:
- Bachelor's degree
- Minimum of 3 years of experience in fixed income securities trading and/or portfolio management
- Strong understanding of fixed income instruments, bond math, and familiar with derivatives
- Ability to interpret economic data. Understanding of monetary policy and its impact on rates and shape of the yield curve
- Strong mathematical and analytical skills
- Proficiency with Bloomberg and Excel
- High attention to detail
Additional skills and experience are a plus:
- Master's degree in finance, economics, or a related field
- 5-8 years of fixed income portfolio management experience
- Advanced understanding of Asset/Liability management principles
- Exceptional ability to effectively assess and continuously monitor portfolio risk exposures.
- Knowledge of sector/product-specific drivers
- CFA designation
- Experience with SQL, PowerAutomate, PowerBI or similar data and reporting tools
How We'll Have Your BackCatalyst Corporate's compensation structure offers market-competitive base pay. However, Catalyst's full compensation package is more than just your paycheck and is meant to support and improve your personal and professional life, including:
- Time Away: Federal Holidays, Vacation, Sick Time, and Parental Leave, as well as time off for volunteering.
- Planning for the Future: 401K retirement savings plan with matching and company contributions.
- Supporting your Health & Well-Being: Flexible health and insurance options, including Medical, Dental, and Vision Insurance choices, Long and Short-Term Disability Insurance, Life Insurance, Supplemental Life and AD&D Insurance, as well as a Flexible Spending Account.
- Building a Family: We were named "Best Place for Working Parents" since 2021 due to our commitment to family-friendly policies and practices.
- Work-Life Integration: Other benefits include credit union membership, a casual work environment, paid covered parking, and an onsite fitness facility with showers. In addition, we also offer access to a variety of onsite services, such as a massage therapist and personal trainer, car wash and detail service, vehicle refueling service, and food delivery service.
