Vice President Jobs

About The Position

Requirements

• Bachelor’s degree in finance, economics, mathematics, or a related field
• 1–3 years of experience in portfolio management, trading, investment analytics, or fixed income research
• Strong interest in fixed income markets, credit, and income‑oriented strategies
• Solid analytical skills with experience working with portfolio data, risk metrics, and performance analysis
• Proficiency in Excel; experience with portfolio management systems and analytics platforms is a plus
• Strong attention to detail and ability to manage multiple priorities in a fast‑paced environment
• Clear written and verbal communication skills

Nice To Haves

• Familiarity with preferred securities, capital securities, or financials credit markets
• Experience supporting active fixed income strategies across multiple client mandates

Responsibilities

• Assist senior portfolio managers in the construction, implementation, and ongoing management of CxB U.S. and Global Preferred Securities SMA portfolios
• Support portfolio positioning, trade execution, and rebalancing in alignment with investment guidelines and risk parameters
• Monitor portfolio exposures including issuer concentration, sector allocation, ratings distribution, duration, and income characteristics
• Conduct portfolio analytics and performance attribution, including income generation, price return, and relative value drivers
• Maintain and update portfolio tools, reports, and internal dashboards used for investment decision‑making and client communication
• Coordinate with trading, operations, compliance, and risk teams to ensure accurate execution and operational efficiency
• Support client and internal communications, including preparation of portfolio commentary, market updates, and investment materials
• Stay informed on macroeconomic developments, rates markets, financials, and global preferred and capital securities markets
• Contribute to ongoing process improvement initiatives related to portfolio construction, reporting, and analytics

Benefits

• Healthcare
• Leave benefits
• Retirement benefits
• Annual discretionary bonus
• Strong retirement plan
• Tuition reimbursement
• Support for working parents
• Flexible Time Off (FTO)