Portfolio Manager - Fixed Income

Shelter Mutual Insurance Company•Columbia, MO

8d•Onsite

About The Position

The Portfolio Manager - Fixed Income will identify fixed income investment opportunities consistent with portfolio strategies for core insurance accounts. This role involves conducting due diligence, market research, and securities analysis. The position requires making recommendations to senior management and preparing reports and presentations for board-level Investment Committee meetings. Responsibilities include monitoring IPS compliance, managing the liquidity position of Shelter entities, and maintaining process documentation to ensure procedures are current, accurate, and implementable. Due to the duties and responsibilities of this position, a Credit Bureau Report and Criminal Background Check may be ordered on final candidates.

Requirements

BA in analytical field (Accounting, Finance, etc.) required
5 to 7 years of investment related experience preferred
Demonstrated ability to apply finance and investment management theory
Intermediate to advanced knowledge of one or more fixed income sectors
Advanced experience with Excel spreadsheet functions and database tools
Advanced Microsoft Office skills required
Effective written and verbal communication skills
Ability to perform essential functions of the position, with or without a reasonable accommodation

Nice To Haves

MBA or CFA, or other relevant investment certification
Proficiency with Bloomberg Investment System preferred

Responsibilities

Identify fixed income investment opportunities consistent with portfolio strategies for core insurance accounts
Conduct due diligence, market research and securities analysis
Make recommendations to senior management
Prepare reports and presentations for board-level Investment Committee meetings
Monitor IPS compliance
Manage the liquidity position of Shelter entities
Maintain process documentation to ensure procedures are current, accurate and implementable