Assistant Portfolio Manager

About the position

The Assistant Portfolio Manager plays a crucial role in supporting the US High Yield team at Schroders by providing administrative, analytical, and ESG support to portfolio managers. This position focuses on bond allocation and strategy, ensuring that investment strategies are accurately implemented in portfolios. The role offers a pathway to contribute to portfolio strategy formulation and interact with analysts and senior portfolio managers on security selection decisions.

Responsibilities

• Support USHY portfolio team by providing general assistance in all aspects of the portfolio management cycle including daily tasks as well as long term projects.
• Monitor portfolios' position weights and risk analytics compared to benchmarks and targets, highlighting deviations and creating orders to rebalance portfolios.
• Bring special consideration to ESG factors and monitoring, focusing on sustainability-linked strategies.
• Monitor portfolio positions and trade orders for compliance with client guidelines.
• Monitor and manage portfolio duration and cash balances, ensuring consistency with product guidelines and current investment strategy.
• Coordinate with the trading desk on trading programs and monitor trade executions.
• Review and resolve compliance breaches.
• Monitor and coordinate corporate actions on behalf of the funds managed on the desk.
• Take part in and develop action plans based on issuer and industry meetings with the credit research team.
• Work with the Product team to provide portfolio and investment-related information to clients in the form of presentations, written commentaries, and responses to ad hoc requests.
• Establish and maintain relationships with other departments internally, including Compliance, Sales, Marketing, and Investment.
• Cultivate strong relationships with colleagues across the Global Credit and Fixed Income platforms.

Requirements

• Bachelor's degree
• 2-5 years' experience in investment management
• Strong analytical skills
• Excellent verbal and written skills
• Personable and team-oriented
• Proficient in MS Office and Bloomberg

Nice-to-haves

• Proficient in Aladdin
• CFA holder or candidate
• Coding experience in Python, R, VBA

Benefits

• Competitive salary range of $90,000 to $125,000
• Hybrid work model with flexibility
• Diversity and inclusion initiatives
• Support for professional development and career growth