Portfolio Manager
Portfolio Manager
Posted on :
05-04-2025
Employer Active
1 Vacancy
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Job Description
Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity Passion Discipline Excellence and Results. To foster these core values we look for candidates who are teamoriented resourceful and energetic and want to make an impact on a thriving firm.
Meeder has been managing short and intermediate term fixed income public sector portfolios for over 30 years serving more than 350 public entities across the country. The short term and fixed income portfolios including money market funds local government investment pools (LGIPS) to customized separately managed account solutions. Our team works with operating funds bond proceeds insurance and capital reserves and other funds to structure portfolios to meet client objectives.
Primary Responsibilities:
- Manage portfolios consistently across accounts while balancing unique objectives for each client (primarily yield income driven passively managed).
- Participate in investment strategy discussions and assist in the development of portfolio strategies spanning LGIPs Money Market Funds and the separately managed account landscape.
- Source analyze trade and monitor individual securities in the municipal corporate and government sectors based upon the analysis of macroeconomic factors and sector fundamentals as they affect the level of interest rates and the relative value among fixed income sectors.
- Contribute to Meeder Public Funds overall fixed income strategy.
- Maintain Broker Dealer relationships to ensure proper coverage and best in fixed income.
- Perform credit analysis on a set of corporate issuers or sectors (approximately 10 of time spent).
- Be a member of and expected to contribute to the oversight of credit exposure as a representative on the credit committee.
Critical Success Factors
- Fiduciary and clientoriented mindset
- Extensive knowledge of financial markets/instruments/regulations economic theories and relationships valuation tools etc. particularly as it relates to fixed income investing
- Strong organizational and time management skills to effectively manage over 75 fixed income portfolios
- Excellent communication skills and ability to work with other team members toward a common goal
- Flexibility and adaptability to a dynamic environment within a growing firm
- High level of integrity and strong ethical standards
Skills Required:
- Bachelors degree required in business administration with emphasis in accounting finance or related field.
- Progress toward the CFA CMT or similar designation preferred.
- Proficiency in Bloomberg Charles River MarketAxess and other research/data compilation tools.
- Advanced knowledge of Microsoft Office products.
Required Experience:
Manager
Employment Type
Full Time
Key Skills
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