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Manager - Fixed Income

Company: Wespath Benefits & Investments
Location: Glenview
Posted on: May 28, 2023

Job Description:

Manager - Fixed Income

1901 Chestnut Ave
Glenview, Illinois, 60025
United States Category:
InvestmentsDate Needed by:
Primary Duties and Responsibilities: You bring the motivation, teamwork, and integrity and we'll provide the collaborative culture, professional development, and respect you deserve. And if you're good at what you do, you'll have a career at Wespath Benefits and Investments. Join our team in Investments - and, if you'd like, teams such as our DEI Council, Green Team on environmental sustainability, or our Change Management team - and make an impact through your work! Wespath, recognized as a 2017-2022 Chicago's Best and Brightest Companies to Work For and a 2018-2022 National Best and Brightest Companies to Work For, has an opportunity for a Manager - Fixed Income that executes and administers the organization's fixed income investment program and its securities lending program as directed by the organization's Investment Policy, Guidelines, and Restrictions. The position requires the ability to add value to the organization's investment program through management of financial risk/return through structuring fixed income asset allocation, selecting and monitoring asset managers, and managing the financial reporting and review process for fixed income portfolios. More specifically, as the Manager - Fixed Income you will have the opportunity to:

  • Maintain and cultivate external asset manager relationships, serving as primary point of contact
  • Review internal and external reports to monitor asset manager portfolios and implement fixed income strategies
  • Execute appropriate risk management strategies for the organization's fixed income funds
  • Coordinate and create monthly, quarterly, and annual reporting and disclosure material including Monthly Investment Report, Performance Attribution, Quarterly Investment Summary Report and Investment Funds Description
  • Research and prepare fixed income reports and recommendations, including investment guideline changes to enhance returns and manage risks
  • Perform financial analysis for ad hoc allocation and performance analysis
  • Communicate investment fund information to institutional investors and benefit plan participants through in-person meetings, virtual events, videos, blogs and research papers
  • Discuss and report financial market developments to Wespath Investments Division
  • Participate on cross-functional organizational project planning teams
  • Mentor Investment Analysts Manager - Fixed Income Benefits:
    Medical, dental, vision and well-being benefits from our HealthFlex Exchange on day one8% employer contribution to retirement plan with an additional match up to 2% on day one22 days of PTO + 12 paid holidaysHybrid work environment; able to work effectively whether in the office or in a remote location #LI-CW1; #LI-Hybrid Minimum Requirements/Qualifications:
    • Bachelor's degree in finance, economics, accounting or related field of study
    • 7 years of analytical experience in fixed income markets
    • Expert understanding of investment analysis tools (Excel, Bloomberg, FactSet) and fixed income marketsPreferred Requirements / Qualifications:
      • CFA or CFA candidate
      • MBA or advanced degree in finance, economics, or accounting
        Wespath Benefits and Investments is an Equal Opportunity Employer and does not discriminate in hiring. Apply NowShare Save Job

Keywords: Wespath Benefits & Investments, Glenview , Manager - Fixed Income, Executive , Glenview, Illinois

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