Associate Portfolio Manager

Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America Req #1061
Wednesday, May 18, 2022
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.  We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

Janney Capital Management (JCM), located in Pittsburgh and Philadelphia, is the discretionary asset management subsidiary of Janney Montgomery Scott.  JCM has fixed income strategies across a range of US dollar markets, including Interest Rates, Credit, Municipals, and Preferreds.  We are seeking an Associate Fixed Income Portfolio Manager to join our small Philadelphia team and support management of separately managed account (SMA) portfolios.
 

Responsibilities:

  • Analyzing portfolio-wide holdings for interest rate, credit, allocation, and liquidity risks
  • Providing recommendations on investment strategy with regard to those risks
  • Handling regular transactions such as cash raises, portfolio transitions, and new investment
  • Surveilling individual accounts for interest rate and credit risk as well as rebalancing needs
  • Depending on experience, covering one or more sectors for credit analysis
  • Communicating with Janney Financial Advisors and clients
  • Supporting the Sr. Portfolio Manager with other tasks as assigned

Qualifications:

  • In-depth knowledge of and familiarity with US fixed income markets
  • 2-5 years of experience in an analyst, trader, or portfolio management role
  • Proficiency with Bloomberg (incl. PORT) and MS Excel
  • Some programming skills (Python, R) strongly preferred
  • Excellent written and verbal communication skills
  • Series 7 & 63 FINRA Registrations, or the ability to obtain within 6 months
This role will be hybrid, the individual will work approximately three days per week in-office. In order to work on-site in our Philadelphia Corporate Headquarters, individuals will be required to show proof of vaccination.

Janney is dedicated to promoting and supporting diversity within our workplace.  We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.

Other details

  • Pay Type Salary
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  • Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America