Wall Street Personnel · 15 hours ago
Fixed Income Portfolio Manager Associate
Plano, TX
Full-time
Onsite
Mid Level
$100K/yr - $150K/yr
3+ years expWall Street Personnel is seeking a Fixed Income Portfolio Manager Associate to support the management, execution, and risk oversight of fixed income portfolios with a focus on securitized products. The role involves trade execution, securitized due diligence, and portfolio risk monitoring, requiring strong analytical skills and attention to detail.
Financial Services
No H1B
U.S. Citizen Only
Responsibilities
Support execution workflows for corporate bonds, money market instruments, and securitized products, including price discovery, dealer runs, comparable analysis, and best-execution documentation
Own trade maintenance end-to-end: blotter accuracy, allocations, confirmations, settlement follow-through, exception management, and coordination with operations, custody, and accounting
Execute routine portfolio maintenance activity (rolls, rebalances, reinvestments) with strong process discipline, documentation, and audit readiness
Ensure execution and post-trade processes align with internal policies, best-execution standards, and portfolio guidelines
Analyze securitized investments (Agency MBS, ABS, CMBS)
Produce concise purchase/hold/sell recommendations
Monitor duration, yield, DV01, concentration, and guideline adherence
Support Treasury risk processes and modeling inputs
Maintain portfolio analytics including duration, DV01, convexity, yield, carry/roll, and liquidity
Identify exposure drift and propose adjustments
Support scenario analysis and communicate implications
Qualification
Required
US Citz or Green Card is required
3–6 years fixed income experience with securitized exposure
Strong understanding of MBS, ABS, CMBS risk drivers
Solid bond math foundation
Advanced Excel required
Self-Starter & Continuous Improvement
Improvements in workflows and documentation
Demonstrates ownership and accountability
Preferred
CFA designation or progress preferred
Experience with Tamarac or similar platforms a plus
Bloomberg preferred; Intex/Yield Book/Trepp a plus
Python/SQL/VBA a plus
Company
Wall Street Personnel
Wall Street Personnel is a financial services recruitment + staffing firm in business since 2000.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase