Senior Fixed Income Portfolio Manager
Company: Winthrop Wealth Management
Winthrop Capital Management was founded in 2007. We implement value-oriented investment strategies in both equity and fixed income portfolios and serve both institutional and individual investors. Our goal is to provide outstanding long-term investment performance results consistent with the risk tolerance and investment constraints of each client. We seek to provide the highest level of service to our clients to help them achieve their investment objectives. Winthrop Capital Management is an affiliate of Antarctica Capital.
Job Summary:
The position of Senior Fixed Income Portfolio Manager at Winthrop Capital Management (WCM) is a senior level position. We are seeking an experienced Fixed Income Portfolio Manager to join and lead our investment team.
The position requires a disciplined, organized, and engaged individual who can contribute positively to our culture in a team-oriented environment. The successful candidate should have the ability to think critically, assist in leading the investment process, work with key clients, oversee workflow streams within established processes, and provide leadership to the investment team. The position reports to the Chief Investment Officer.
This role involves managing portfolios of credit and securitized assets with a focus on investment grade credit, asset-backed securities (ABS), collateralized loan obligations (CLO’s), Collateralized Commercial Mortgage-Backed Securities (CMBS), and non-agency residential mortgage-backed (RMBS) securities. The ideal candidate has a deep understanding of securitized products, proven portfolio management expertise, exceptional writing skills, and the strategic insight necessary to navigate complex market environments. In addition, knowledge of insurance portfolio management is desired.
Key Responsibilities:
• Assist in the maintenance of asset allocation and portfolio structures for client portfolios.
• Assist with the review of credit analysis
• Analyze performance and risk attributes of portfolio total return
• Develop and execute investment strategies for credit and securitized products portfolios, focusing on asset selection, risk management, and return maximization while ensuring compliance with investment policies, regulations, and client objectives
• Work closely with the research team to assess risk, underwrite potential investments, and identify relative value
• Use quantitative and qualitative methods to identify value-added investment opportunities within the credit and securitized products space
• Present investment thesis and portfolio structure to clients and internal stakeholders
• Leadership role in the firm’s investment committee meeting
• Participate in the firm's marketing and fundraising efforts as needed
• Actively engage with market participants, including brokers, banks, and counterparties, to source investment opportunities
• Influence the buildout of proprietary software and new technologies to facilitate portfolio management processes Co-manage Goelzer’s proprietary U.S. large-cap strategies (core and income).
Work Experience / Knowledge:
• 7 to 10 years of experience managing fixed income portfolios. Proven experience of successfully managing CLO’s, ABS and RMBS
• Proven credit analytic skills
• Proven track record of managing people and processes
• Strong communication and presentation skills
• Strong understanding of quantitative methods and models
• BA/BS degree required (MBA, MS and/or CFA are pluses)
• Strong mathematics and quantitative skills
• Exceptional organizational skills
• Strong proficiency in Microsoft Excel and Word
Compensation:
The base salary range for this role is from $150,000 to $200,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
What we offer you:
• Market competitive base salaries, with a yearly bonus potential
• Medical, dental, vision, Paid Time Off (PTO), and leave of absences, such as parental and military leave
• 401(k) plan with company match
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
About Us:
Our goal is to help our clients achieve successful financial outcomes in relation to their specific Investment Management objectives. To accomplish this, we focus on long-term goals and create solutions that will realistically help clients achieve those goals with minimum risk.
Our Culture:
Winthrop Capital Management describes its culture in the following way:
We recognize the need to over-communicate in order to create transparency within WCM.
We seek to question and analyze to get to the truth rather than accept what is provided at face value.
We believe accountability rests with a person - not a committee.
We believe the value of a meeting is a function of the work that is done between the meetings.
We empower the employee to take the initiative to make thoughtful decisions that benefit the company and the client.
We are lifetime learners and recognize that we need to continue to learn in order to continue to grow.
We hold each other accountable for our actions and initiatives.
Every employee strives for excellence in all that he/she does both within the firm and for our clients.
We take responsibility for our actions and will take initiative on behalf of the company and our clients.
We recognize that we are all individuals and we respect each other for our differences, and encourage the continued development of each other’s gifts.
How to Apply:
Send an updated, resume to:
Gregory Hahn, President
10201 N. Illinois Street, Suite 450
Carmel, IN 46290
Or send via email to ghahn@winthropcm.com
All resumes are considered confidential. WCM is an equal opportunity employer.
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as necessary to meet the ongoing needs of the organization.
