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Assistant Portfolio Manager – Structured Finance
Company | Kemper |
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Location | Chicago, IL, USA |
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Salary | $108600 – $180900 |
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Type | Full-Time |
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Degrees | Bachelor’s |
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Experience Level | Senior |
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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