• Implement a fixed income strategy on discretionary and advisory portfolios
• Manage portfolios consistently across accounts while balancing unique objectives for each client
• Be a member of the investment committee
• Perform bottom-up credit analysis on the IG and HY issuers (Global, multi-currency universe), including fundamental analysis, recovery estimates, and assigning of shadow rating.
• Update and expand existing valuation/smart beta models using in-house proprietary technology
• Produce and present sector and thematic reports, as well as identify investment opportunities
• Source, analyze, and monitor individual securities in the municipal, corporate, and government sectors
• Engage in written and verbal communication with investors about the portfolio and the market outlook
• Engage in the production of monthly and quarterly investment outlooks as well as weekly high-conviction investment ideas
• Represent the company in the financial press and undertake media duties

Skills: Fixed Income Strategy, Portfolio Management, Investment Committee, Credit Analysis, Valuation Modeling, Sector Reporting, Security Analysis, Investor Communication

• Develop and implement repeatable processes to source, evaluate, and price risk across the spectrum of asset classes in which National Life invests
• Provide capital markets insight in the evaluation of less liquid private asset classes and bespoke transaction structures, contributing to a robust and efficient relative value framework
• Oversee and conduct timely and reliable execution of transactional activity across fixed income markets, including securitized, corporate, and municipal bonds
• Contribute a capital market perspective in the development of quantitative analytics covering the fixed income markets and portfolio construction process
• Drive communication by bringing a real-time market perspective to other members of the investment team, further aligning opportunities in the market with portfolio objectives
• Collaborate with the broader investment team to structure portfolios consistent with National Life’s desired income and risk profile and inform the development of insurance product pricing models
• Coach and mentor others on the Trading/Portfolio Management team and junior talent across the firm
• Manage both public and private sell-side relationships, representing the interests of National Life with counterparties and ensuring full access to asset origination and trading desks
• Convert trade execution into a source of added economic value for the firm’s investment portfolios
• Monitor credit, liquidity, and market risks for risk management and balance sheet valuation exercises
• Oversee the short-term investment process to the extent necessary to manage cash exposure

Skills: Risk Evaluation, Capital Markets Insight, Transaction Execution, Quantitative Analytics, Market Communication, Portfolio Structuring, Team Coaching, Sell-Side Relationship Management

• Manage total return fixed income portfolios across several mandates and strategies, including oversight of portfolio construction and trade implementation
• Serve as a sector specialist within the fixed income team on assigned sectors and lead in establishing investment opinions and sector recommendations
• Collaborate with analysts and other portfolio managers on positioning, sector allocations, and performance reviews
• Meet with clients to review investment strategy, objectives, and performance
• Manage portfolio characteristics, including risk, performance, and attribution, to ensure adherence to strategy and client guidelines and achievement of desired results
• Support day-to-day portfolio management activity, sizing and implementation of cash and derivative trades, portfolio optimization to clients’ objectives and market conditions, P&L calculation, and trading limit control
• Strengthen trading, execution, and reporting processes, including the development of advanced risk analytics tools
• Identify market opportunities and build market analytics, contribute detailed market updates to internal and external clients, and initiate capital-generating trading for insurance businesses.
• Provide analysis and presentation of new trading strategies within an insurance context, e.g., scenario, sensitivity, or simulation in given Solvency and accounting frameworks
• Contribute towards the client experience by participating in portfolio reviews and client pitches.

Skills: Total Return Management, Sector Specialization, Portfolio Collaboration, Client Relationship, Portfolio Risk Management, Trade Implementation, Risk Analytics Development, Market Opportunity Identification

• Manage fixed income portfolio and/or trading experience at a buy-side asset management company, and formulate investment strategy
• Conduct investment research for bond investments, including both investment-grade and high-yield credits
• Manage portfolio market risks includes FX, interest rate, and credit risk exposure through proper derivatives
• Responsible for P&L monitoring, performance attribution, and scenario analysis of portfolio holdings
• Identify market opportunities and implement effective trades to derive profits for the firm.
• Lead to manage Fixed Income Portfolios, build up a strategy for fixed income investment with the investment analyst teams, and identify investment opportunities
• Conduct research, modeling, and investment reports on bonds and issuers' financial statements for investment decision making
• Provide Trade Ideas for Bonds and perform daily analysis on the markets
• Support product marketing roadshows
• Contribute to the development and distribution of market insights and commentary to aid strategic decision-making across the firm
• Collaborate with the Hedging team and utilize applicable derivatives trading and management platforms to execute trades, hedging equity market exposure in the insurance product lines

Skills: Fixed Income Portfolio Management, Investment Research, Risk Management, P&L Monitoring, Market Opportunity Identification, Bond Research and Modeling, Trade Ideas and Analysis, Product Marketing Support

• Responsible for managing IG Credit and Emerging Market (External) portfolios across ETF, Index Mutual Funds, and Segregated accounts.
• Ensure that all portfolios are managed to the highest fiduciary standards within their tracking error targets.
• Daily investment of portfolios' client cash flows/custom baskets in a risk-controlled manner across the book of business.
• Implement and size new issues pragmatically across the book of business.
• Manage large index events, rebalances, and corporate actions in a risk-controlled way.
• Manage fund transitions and transfers, and work closely with BlackRock’s Trading team to ensure optimal execution.
• Work with partner teams to be on top of risk and performance metrics.
• Partner with iShares and Product Strategy to build the IG Credit and Emerging Markets business, both in terms of growing the existing book and contributing towards new client pitches.
• Help drive the team’s ESG efforts from a Credit perspective.
• Be involved in designing and researching innovative products/solutions for clients in collaboration with Product teams as well as the Systematic Fixed Income research team.
• Be a leader in CorePM's efforts towards building the future state of Portfolio Management by working closely with the CorePM Architecture team on the Algo framework and other automation efforts.

Skills: Credit Portfolio Management, Emerging Market Management, Risk-Controlled Investment, Fund Transitions, Corporate Actions, Performance Monitoring, ESG Integration, Product Innovation

• Working experience in managing and or trading Municipal Bonds.
• Previous investment experience with CFAs.
• Proven ability in constructing and managing fixed-income portfolios tailored to client needs, with expertise in duration, credit risk, and sector allocation.
• Strong background in evaluating and analyzing credit risk across municipal, corporate, and sovereign bonds.
• Expertise in identifying and mitigating portfolio risks
• Knowledgeable in fixed-income market regulations
• In-depth understanding of fixed-income markets
• Strong leadership skills in managing and guiding junior analysts
• Strong ability to explain complex investment strategies and performance results to clients, stakeholders, and senior management in clear, concise terms.
• Creative and analytical approach to addressing challenges in portfolio management
• Strong team player with experience working cross-functionally with traders, analysts, and other portfolio managers

Qualifications: BA in Business Administration with 5 years of Experience

• Hold a Chartered Financial Analyst (CFA)
• Experience in a large investment organization and substantial experience across a broad range of public asset classes
• Demonstrated experience and understanding of structured products
• Substantial experience managing institutional assets across a variety of fixed income markets, security types, and derivatives
• Experience working in an insurance setting
• Experience managing to a benchmark and understanding the limitations of accounting and other constraints on investing
• Must have a broad strategic investment perspective and understanding of both income and total return investment objectives
• Experience working with technical professionals, and the ability to communicate productively across disciplines
• Data analytics and/or programming experience
• Strong leadership, organizational, and interpersonal skills, focus on strategic talent management, and experience mentoring, teaching, and training staff
• Must be able to participate in the investment leadership team by providing insight and input on all investment asset classes
• Active student of the fixed markets and able to develop and communicate a vision and investment structure, and drive tactical decisions

Qualifications: BA in Corporate Finance with 9 years of Experience

• Experience using electronic platforms and direct dealer relationships
• Proven financial services industry experience.
• Previous experience in Fixed Income, as PM, analyst, or trader.
• Previous experience with index portfolio management, risk models, and index construction
• Strong knowledge of ETF mechanics.
• Strong technical aptitude and keen interest in using technology to solve investment challenges.
• Willingness to dive in and take responsibility across many facets of BondBloxx’s growth and development.
• Extreme attention to detail at all levels of the investment process, including portfolio modeling, portfolio construction, product design, and trading in a fast-paced setting.
• Effective relationship management skills and the ability to build strong relationships with external parties
• Ability to excel in a fast-paced, transaction-oriented environment with excellent communication skills, both written and verbal
• Experience with corporate bonds, MBS, Emerging Markets Debt, Loans, and/or Convertibles
• Python, SQL, Visual Basic, Java, or other coding experience

Qualifications: BA in Economics with 7 years of Experience

• Working experience as a fixed income portfolio manager with in-depth fixed income asset class knowledge
• Proven portfolio management track record for fixed income portfolios invested in single-line bonds and across different fixed income sub-market segments
• Strong and winning communication capabilities towards both JB relationship managers and clients
• Accountability for the resulting investment performance as a portfolio manager
• Passion for investing and a buy-side oriented mindset grounded in a thorough understanding of risks and solid judgment, focus on investment performance and communication
• Entrepreneurial mindset thriving on the chance of contributing to the further development of the JB fixed income franchise.
• Deep sense of accountability, reliability, and team attitude
• Outstanding analytical skills, quantitative, detail-oriented, ability to think critically and form independent opinions
• Flexible, independent, and structured working style, capacity to manage multiple tasks in a dynamic environment, and proven ability to work under pressure
• Strong general communication and presentation skills, and experience in client interaction
• Able to quickly establish credibility and trust, teamwork skills, client- and service-oriented personality
• Strong Bloomberg experience, with MS Excel, MS Powerpoint, and other IT skills (Python or other programming and Triple-A experience)

Qualifications: BA in Quantitative Finance with 6 years of Experience

• Deep understanding of fixed income markets, products, and strategies, including government bonds, corporate bonds, municipal bonds, and mortgage-backed securities.
• Expertise in constructing and managing fixed income portfolios, optimizing risk and return based on client objectives.
• Advanced skills in risk assessment and mitigation, using techniques such as duration management, credit risk assessment, and stress testing.
• Strong capability in quantitative methods to evaluate bond performance, including yield curve analysis, duration, convexity, and scenario analysis.
• Ability to conduct detailed credit research, assessing bond issuers' creditworthiness, including both sovereign and corporate bonds.
• Proficiency in measuring and analyzing portfolio performance, understanding sources of alpha, and providing detailed performance reports to clients and stakeholders.
• In-depth knowledge of macroeconomic indicators and their impact on fixed income investments, and the ability to interpret data and anticipate market movements.
• Experience using interest rate swaps, futures, and options for hedging and managing portfolio risk.
• Strong skills in managing relationships with institutional clients, including presenting strategies, performance, and market outlook.
• Understanding of relevant regulations affecting fixed income markets, such as Dodd-Frank, Basel III, and local market regulations.
• Experience leading a team of analysts or junior managers, fostering collaboration, mentorship, and growth.
• Familiarity with fixed income data platforms (e.g., Bloomberg, FactSet, or similar tools) for in-depth analysis and trade execution.

Qualifications: BA in Investment Management with 8 years of Experience