Corporate Portfolio Associate

American Century Investments • New York, NY

3d • $75,000 - $90,000 • Hybrid

About The Position

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 there’s an unexpected side to us, too. We direct over 40% of our profits every year—more than $2 billion since 2000—to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute’s breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer’s. So, the better we do for our clients, the more we can do for everyone. All 1,400 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 you’re excited to learn more about us, we can’t 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.

Requirements

• 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.
• Bachelor’s 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.

Nice To Haves

• Relevant certifications in finance

Responsibilities

• 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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level