Portfolio Manager

The Work Itself

The Portfolio Manager supports the VP of Portfolio Management in executing investment strategies, managing balance sheet risk, and optimizing portfolio performance within established investment policy guidelines. This role is ideal for someone analytical, detail-oriented, and eager to grow into a more senior investment role.

Talent You Bring

• Bachelor’s degree
• Minimum of 3 years of experience in fixed income securities trading and/or portfolio management
• Strong understanding of fixed income instruments, bond math, and familiar with derivatives
• Ability to interpret economic data. Understanding of monetary policy and its impact on rates and shape of the yield curve
• Strong mathematical and analytical skills
• Proficiency with Bloomberg and Excel
• High attention to detail

Additional Skills And Experience Are a Plus

• Master’s degree in finance, economics, or a related field
• 5-8 years of fixed income portfolio management experience
• Advanced understanding of Asset/Liability management principles
• Exceptional ability to effectively assess and continuously monitor portfolio risk exposures
• Knowledge of sector/product-specific drivers
• CFA designation
• Experience with SQL, PowerAutomate, PowerBI or similar data and reporting tools

How We'll Have Your Back

• Time Away: Federal Holidays, Vacation, Sick Time, and Parental Leave, as well as time off for volunteering.
• Planning for the Future: 401K retirement savings plan with matching and company contributions.
• Supporting your Health & Well-Being: Flexible health and insurance options, including Medical, Dental, and Vision Insurance choices, Long and Short-Term Disability Insurance, Life Insurance, Supplemental Life and AD&D Insurance, as well as a Flexible Spending Account.
• Building a Family: We were named “Best Place for Working Parents” since 2021 due to our commitment to family-friendly policies and practices.
• Work-Life Integration: Other benefits include credit union membership, a casual work environment, paid covered parking, and an onsite fitness facility with showers.
• Onsite Services: Access to a variety of onsite services, such as a massage therapist and personal trainer, car wash and detail service, vehicle refueling service, and food delivery service.

Who We Are

Catalyst is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.