Job Title:  Junior Portfolio Manager, Fixed Income

Employer:  Boyd Watterson Asset Management

Location:  Cleveland, OH       

Start Date:  Immediate

 

Company Overview

Boyd Watterson Asset Management, LLC, headquartered in Cleveland, Ohio, is an independent investment advisor headquartered in Cleveland, Ohio specializing in fixed income, real estate, and equities. We deliver investment solutions tailored to meet the needs of Taft-Hartley funds, foundations and endowments, religious organizations, public entities, corporations, insurance companies, and advisory channel clients.

Our fixed income investment strategies range from short-term to liability-driven investing and high-quality to high yield.  Our real estate strategies are derived from our specialized capabilities in acquiring and managing real estate leased to the US General Services Administration (GSA), which houses key federal agencies nationwide.  Our equity capabilities are focused on domestic and dollar-denominated international large-capitalization, income-oriented strategies.  We offer separately managed accounts, mutual funds, sub-advisory services, and bespoke solutions.

 

The Opportunity

Boyd Watterson is seeking a junior fixed income portfolio manager to join its investment team.   This position will require the ability to assist in the management of a broad array of fixed income investment portfolios within a model based system.   Duties will include the monitoring of portfolio positions relative to client guidelines and adjusting portfolios for cash flows, including client contributions and distributions.   This position will also work closely with the senior trading staff to assist in the trading of fixed income securities.  Other responsibilities will include working on special projects and analysis (often quantitative) that support and contribute to the investment decision making process and business development opportunities.

 

Job Requirements:

Candidates experience should include trade implementation, trade execution, portfolio management, investment decision making, credit analysis, relative value assessment, and financial modeling.

  • Bachelor’s degree, preferably in Economics or Finance
  • CFA or commitment to completing the CFA program is preferred
  • Successful completion of the Series 65 exam is required
  • 1-3 years of related investment experience
  • Highly analytical and strong quantitative skills
  • Extremely detail oriented with excellent organizational skills
  • Self-starter with strong time management skills
  • Excellent work ethic
  • Ability to multi-task and work in a fast-paced environment
  • Strong interpersonal and communication skills
  • Seeking a team player with opportunities for advancement

 

Interested candidates can forward resumes and cover letter to careers@boydwatterson.com