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About the Role
Siebert Williams Shank Asset Management (SWSAM) is seeking an experienced Fixed Income Portfolio Manager to lead the management of Rule 2a-7 investment strategies. This role offers an opportunity to join a growing, entrepreneurial investment team with expanding assets under management and the potential for increased investment responsibilities.
Responsibilities
- Manage Rule 2a-7 and ultra-short duration fixed income portfolios, including separately managed accounts.
- Construct and oversee portfolios with a focus on liquidity, credit quality, risk management, and regulatory compliance.
- Conduct performance attribution analysis, credit and market research, and portfolio risk assessments.
- Ensure adherence to Rule 2a-7, investment guidelines, and applicable regulatory requirements.
- Collaborate with internal teams to support investment operations, reporting, and client servicing.
Requirements
- Significant experience managing Rule 2a-7 and/or short-duration fixed income portfolios.
- Strong understanding of fixed income markets, portfolio construction, risk management, and trading.
- Knowledge of ERISA rules and regulations.
- Proficiency with Bloomberg, Tradeweb, and fixed income research platforms.
- Experience with SS&C APX, portfolio accounting systems, and investment operations.
- Excellent communication and client relationship management skills.
- Bachelor's degree required.
Skills
- Fixed income portfolio management
- Risk management
- Trading
- SEC Rule 2a-7
- Liquidity management
- Short-to-intermediate duration fixed income
- Bloomberg
- Tradeweb
- SS&C APX
- Portfolio accounting systems
- Investment operations
- Client relationship management
- Analytical skills
- Decision-making skills
Location
- Onsite
Work Type
- Full-time
Experience Level
- Experienced
Education Level
- Bachelor's degree required
- MBA preferred
- CFA designation preferred
Salary/Compensations
- $160,000 - $180,000
- Discretionary bonus eligible
Benefits
- Competitive compensation package
- Inclusive working environment
- Exceptional employee benefits
- Support in maintaining health and financial protection
About the Company
- Siebert Williams Shank Asset Management (SWSAM), founded in 2002, is a Registered Investment Advisor with the Securities & Exchange Commission.
- We offer customized fixed-income asset management with a concentration in liquidity management and short-to-intermediate duration fixed income for institutional clients and serve as a sub-advisor to investment manager on behalf of public sector clients.
- SWSAM empowers talented and highly motivated individuals to thrive independently and collectively.
Equal Opportunity
- Siebert Williams Shank Asset Management is an Equal Opportunity Employer: EOE/M/F/V/D committed to a diverse workforce.
- All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age or any other characteristic protected by law.