Treasury & the Chief Investment Office - CLO Portfolio Manager - Executive Director
Treasury and Chief Investment Office (TCIO) at JPMorgan Chase & Co.
is responsible for firmwide asset and liability management (ALM) for one of the world's largest global financial institutions with more than $3.7tn in assets and liabilities.
As part of the ALM mandate, TCIO oversees a ~$500bn+ global investment securities portfolio, which is deployed across a broad range of fixed income product types across rates, MBS and Credit.
The Credit portfolio is responsible for investing in high-quality credit investments primarily across Munis and Structured Products (ABS, CLO, CMBS, RMBS).
As a senior portfolio manager in the CIO Credit Portfolio, you will manage the US CLO portfolio.
You will be a sector specialist leading the investment process and surveillance of the US CLO portfolio.
Job Responsibilities:
* Formulate and manage sector investment strategy including relative value across sectors
* Be responsible for day-to-day trading, credit and relative value analysis of potential new investments and surveillance of existing bond portfolio
* Interpret and negotiate deal documents in line with best practices in the market
* Spearhead all aspects of surveillance, analytics and valuation of the US CLO portfolio
* Build and maintain strong relationships with the CLO community across issuers, dealers, traders and other market participants
* Present updates on CLO market and portfolio strategy/risks to colleagues and senior management
* Work with other internal functions (Finance, Risk, Middle Office, etc.) on initiatives related to the portfolio
* Demonstrate the highest standards of business leadership, ethics, intellectual curiosity, and collaboration
* Develop investment talent and prioritize mentorship of junior team members
Required qualifications, capabilities, and skills:
* 10+ years of experience in structured products with 7+ years of direct experience in the CLO sector,
* Strong quantitative and analytical skills, along with an ability to collaborate well with colleagues in a team environment
* Understanding of core fixed income concepts along with a demonstrated track record of outperformance
* Strong communication skills (verbal and written) with an ability to present investment thesis and risks in a succinct and cogent manner to senior leaders
* Committed to investment excellence, with strong attention to detail, and a collaborative attitude
* Address ad-hoc requests from senior management with agility and efficiency
* Maintain the highest possible fiduciary standards
* Understanding of bank portfolio accounting
* Proficiency with Bloomberg, Excel/VBA, PowerPoint
* Python encouraged
Preferred qualifications, capabilities, and skills:
* Buy-side experience as a CLO Portfolio Manager
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many o...
- Rate: Not Specified
- Location: New York, US-NY
- Type: Permanent
- Industry: Finance
- Recruiter: JPMorgan Chase Bank, N.A.
- Contact: Not Specified
- Email: to view click here
- Reference: 210538465
- Posted: 2024-09-20 09:06:02 -
- View all Jobs from JPMorgan Chase Bank, N.A.
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