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Assistant Portfolio Manager – Structured Finance

Assistant Portfolio Manager – Structured Finance

CompanyKemper
LocationChicago, IL, USA
Salary$108600 – $180900
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

Requirements

  • Bachelor’s Degree and progress towards a CFA charter
  • 5+ years in CLO research or equivalent
  • Expertise with structured security analytical systems such as Intex, Bloomberg, or Rating Agency; Aladdin a plus
  • Must be self-motivated with a demonstrable record of professional development & intellectual curiosity including certifications, postgraduate work, and participation in industry organizations
  • Excellent analytical skills, decision making ability, and communication skills

Responsibilities

  • Analyze quantitative and qualitative attributes of existing and potential CLO, CMBS, and ABS debt investments.
  • Create and maintain detailed securitized security reviews including assessment of manager platform, underlying collateral portfolio, and deal documentation qualities.
  • Develop and maintain a repository of overall market metrics to frame relative value opportunities among structured finance securities and to enhance negotiations of new deals and secondary trading opportunities
  • Arrange and lead meetings with external parties such as underwriters, managers, and rating agencies to maintain knowledge of developments in structured finance and related markets
  • Diligence new asset-backed / asset-based finance securitization structures as the market or internal needs develop
  • Effectively communicate buy/sell/hold investment recommendations to Portfolio Managers and Investment Management Committee, both verbally and in writing
  • Maintain active dialogue with entire investment team to understand relative value among asset classes
  • Liaise with other internal groups such as accounting, audit, and compliance on valuation, modelling, and regulatory requests as they pertain to the structured investments portfolio
  • Develop and manage day-to-day responsibilities of 1-2 analysts or interns as it pertains to accomplishing any of the above responsibilities

Preferred Qualifications

  • CMBS and ABS analytical experience strong plus