AVP, Portfolio Manager

Western & Southern Financial Group Inc

CINCINNATI, OH

JOB DETAILS
SKILLS
Accounting, Budget Management, Budgeting, Business Development, Cash Management, Coaching, Communication Skills, Conferences, Customer Retention/Renewal, Data Collection, Economics, Finance, Investment Analysis, Investment Management, Liquidity, Market Research, Marketing, Office Equipment, Organizational Skills, Performance Analysis, Portfolio Analysis, Prepare Correspondence, Research Skills, Risk, Risk Management, Travel Industry, Willing to Travel, Writing Skills
LOCATION
CINCINNATI, OH
POSTED
2 days ago

Overview

The Assistant Vice President, Portfolio Manager is accountable for the management of assigned Fort Washingtonportfolios, including portfolio strategy, risk budgeting, implementation, performance, liquidity, and alignmentwith client or enterprise objectives. The role exercises a high degree of independent judgment within approvedmandates and works closely with senior portfolio managers, analysts, traders, ALM, risk, and other partners todeliver portfolio outcomes. Coverage may include investment grade credit, high-yield/leveraged credit, emergingmarkets debt, securitized products, ALM-related portfolios, alternative credit, or other assigned strategies.

Responsibilities

What you will do• Determine and implement portfolio strategy for assigned portfolios within approved objectives,guidelines, and risk parameters.• Manage portfolio risk budgets, sector allocations, security selection, liquidity, cash deployment, andperformance drivers.• Evaluate research recommendations, relative value, market conditions, and portfolio fit before makingportfolio decisions.• Coordinate with analysts, traders, ALM, cash management, operations, and risk partners to executeportfolio strategy.• Monitor portfolio performance, exposures, income, liquidity, risk limits, and compliance with investmentpolicies.• Lead portfolio reviews and communicate portfolio positioning, risks, and performance to internalstakeholders.• Represent assigned portfolios in client, marketing, or business development discussions as appropriate.• Support AUM growth and client retention through clear explanation of portfolio strategy and results.• Contribute to broader investment team discussions on market outlook, sector allocation, risk positioning,and relative value.• Provide informal coaching and investment guidance to analysts and assistant portfolio managers.• Performs other duties as assigned.• Complies with all policies and standards.

Qualifications

  • Qualifications• Bachelor''s Degree in finance, accounting, economics, or a quantitative-related field - Required• Demonstrated ability to manage investment portfolios, make sound risk/return decisions, communicateinvestment views, and operate with a high degree of independence. - Required• Ability to translate research, market conditions, liquidity, income, and guideline constraints into portfolioconstruction and trade implementation decisions. - Required• Skill in coordinating with analysts, traders, risk, ALM, cash management, operations, and client-facingpartners to execute and explain portfolio strategy. - Required• Track record of risk-adjusted performance. - Required• Chartered Financial Analyst (CFA) Upon Hire - Preferred

Work Setting/Position Demands:• Works in an office setting and remains in a stationary position for long periods of time while working at adesk, on a computer or with other standard office equipment, or while in meetings.• Requires the ability to verbally communicate and exchange accurate information to customers andassociates on a regular basis.• Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and formsvia paper and electronic documents, visual inspection involving small defects; small parts, and/oroperation of machinery (including inspection); using measurement devices continuously. Visual acuity isrequired to determine accuracy, neatness, and thoroughness of work assigned.• Requires the ability to prepare written correspondence, reports and forms using prescribed formats andconforming to rules of punctuation, grammar, diction, and style on a regular basis.• Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts,and draw valid conclusions• Performs substantial movement of wrists, hands, and fingers for continuous computer work.• Extended hours required during peak workloads or special projects/events.• Occasional after-hours work needed.Travel Requirements:• 10% travel for company management meetings, industry conferences, and client engagements.

About the Company

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Western & Southern Financial Group Inc