Fixed Income Portfolio Manager Associate (Securitized & Portfolio Risk)
Firm: Investment Firm
Location: Plano, Texas
Level: Entry–Mid (3–6 years)
Compensation: Base ~$100k–$150k; Bonus ~30–50%
Coverage: Trade execution & maintenance; securitized diligence & surveillance; portfolio risk analytics
Additional Exposure: Corporate credit support (as needed)
Contact: contactus@wallstreetpersonnel.com
Role Summary
The Portfolio Analyst / Associate supports the Fixed Income Portfolio Manager in the day-to-day management,
execution, and risk oversight of fixed income portfolios, with a core focus on securitized products and portfolio risk
discipline. The role also supports the Bank’s investment portfolio under the Treasurer through securitized surveillance,
risk analytics, and interest-rate risk inputs.
This is not a primary underwriting role. Success is defined by strong execution discipline, high-quality monitoring and
analysis, and clear, decision-ready communication that supports both portfolio management and Treasurer-level
discussions.
1) Trade Maintenance & Execution (Primary Day-to-Day Focus)
• 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.
2) Securitized Due Diligence & Surveillance
• 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.
3) Rates, Duration Discipline & Portfolio Risk Monitoring
• Maintain portfolio analytics including duration, DV01, convexity, yield, carry/roll, and liquidity.
• Identify exposure drift and propose adjustments.
• Support scenario analysis and communicate implications.
Qualifications
• 3–6 years fixed income experience with securitized exposure.
• Strong understanding of MBS, ABS, CMBS risk drivers.
• Solid bond math foundation.
• Bloomberg preferred; Intex/Yield Book/Trepp a plus.
• Advanced Excel required; Python/SQL/VBA a plus.
Self-Starter & Continuous Improvement
• Improves workflows and documentation.
• Demonstrates ownership and ac
