Corporate Portfolio Associate

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profile Job Location:

Madison, OH - USA

profile Monthly Salary: $ 75000 - 90000
Posted on: 6 hours ago
Vacancies: 1 Vacancy

Job Summary

About Us

American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income multi-asset strategies ETFs and private investments.

Privately controlled and independent we focus solely on investment management. But theres an unexpected side to us too. We direct 40% of our dividends every yearover $2 billion since 2000to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institutes breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimers. So the better we do for our clients the more we can do for everyone.

All 1400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative the deep relationships we build with our clients and the way we treat each other in the hallway. If youre excited to learn more about us we cant wait to learn more about you.

Role Summary

The Corporate Markets Team manages Investment Grade and High Yield assets across mutual funds exchange traded funds and institutional separate accounts. The team consists of nine professionals located in New York Santa Clara and London.

The Corporate Portfolio Associate is responsible for assisting portfolio managers with general portfolio administration and trade execution. This person will also engage with corporate research risk management corporate trading team middle office technology and client portfolio management teams. Some experience trading fixed income and utilizing Bloomberg and other finance applications is desired. This role reports to a VP & Senior Portfolio Manager

This hybrid position will be based out of our New York office.

This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship now or in the future.

How You Will Make an Impact

  • Engage with corporate portfolio managers to manage single and multisector bond mutual funds and ETFs.
  • Leverage knowledge of trading platforms and systems to model trades based on new cash flows or portfolio team directions.
  • General portfolio administration including tracking new issues secondary trades and providing insight into market activity.
  • Identify relative value opportunities tax-loss swap opportunities and propose trade ideas to meet strategy goals.
  • Work with portfolio managers to ensure accounts are invested within guidelines create and review exception reports monitor account positioning.
  • Assist in ad-hoc research projects technology improvements and client data requests.

What You Bring to the Team (Required)

  • Strong analytical skills strong understanding of statistics and attention to detail.
  • Excellent communication skills with ability to communicate clear and concise. Both verbally and in written form with high accuracy and attention to detail.
  • Ability to work independently in a fast-paced dynamic environment.
  • Strong MS Office skills (Excel Outlook PowerPoint Word).
  • Experience with Bloomberg Factset.
  • AI / prompting experience
  • Creative thinker with inquisitive mind.
  • Bachelors degree in business finance economics or a scientific/technical field.
  • Minimum of 2 years of experience at an asset manager hedge fund bank or other financial institution.
  • Demonstrates the American Century Investments Winning Behaviors: Client Focused Courageous and Accountable Collaborative Curious and Adaptable Competitively Driven.

Additional Assets (Preferred)

  • Relevant certifications in finance

Work Environment:

  • Office setting with an open trading desk environment working market hours.
  • May require extended hours during peak trading periods.

The above statements are not intended to be a complete list of all responsibilities duties and skills required.

What We Offer

  • Competitive compensation package with bonus plan
  • Generous PTO and competitive benefits
  • 401k with 5% company match plus annual performance-based discretionary contribution
  • Tuition reimbursement formal mentorship program live and online learning

Learn more about our benefits and perks.

For New York based candidates the salary range for this role is $75000.00-$90000.00. Actual offers are based on various factors including but not limited to a candidates location skills experience and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more.

Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.

American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.

We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process please send a request to All requests for accommodation will be addressed as confidentially as practicable.

American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race religious creed color sex national origin ancestry physical disability mental disability medical condition genetic information marital status gender gender identity gender expression age for individuals forty years of age and older military and veteran status sexual orientation and any other basis protected by applicable federal state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.

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American Century Proprietary Holdings Inc. All rights reserved.


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About UsAmerican Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income multi-asset strategies ETFs and private investments.Privately controlled and ind...
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Key Skills

  • Project / Program Management
  • Project Portfolio Management
  • Portfolio Management
  • Credit Analysis
  • Banking
  • Pricing
  • Analysis Skills
  • Project Management
  • Financial Analysis
  • Budgeting
  • Property Management
  • Contracts

About Company

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American Century Investments is a leading asset manager focused on delivering investment results and building long-term relationships while supporting research that can improve human health and save lives. Since our founding in 1958, American Century Investments believes that we succ ... View more

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