Fixed Income Portfolio Manager
Primary Responsibilities:
This position will manage bond portfolios of various sizes in a short, short/intermediate, and intermediate duration time frame. Duties include credit analysis, investment selection, adherence to portfolio constraints and objectives, cash projection analysis client meetings. This position will interface with our existing trading, portfolio management, and performance measurement departments.
Qualifications:
Qualified candidates will have no less than 3 years experience managing fixed-income portfolios. A series 7 and 63 license is expected. CFA credentials ideal.
Contact:
In addition to a current resume, candidates should provide information on past portfolio management experience. This information includes average portfolio size, average number of portfolio positions, and total assets under management.
Bernardi Securities, Inc. and Bernardi Asset Management, LLC are equal opportunity employers.
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