PORTFOLIO (INVESTMENT FUND) MANAGER
- Employer
- SOLOMON HESS LLC
- Location
- Falls Church, VA
- Posted
- Dec 04, 2022
- Closes
- Jan 08, 2023
- Ref
- 001240170903
- Function
- Finance, Management
- Industry
- Financial Services and Banking
- Hours
- Full Time
Portfolio (Investment Fund) Manager (Falls Church, VA) Manage portfolio & new investments to generate superior risk adjusted returns, w/a specific focus on SBA 7(a) reltd assets & other Agency MBS, CMBS & esoteric ABS assets. Conduct trades in these assets w/supervision of CIO, ensuring regular compliance w/best execution policies. Engage w/existing clients & prospective investors through the preparation & delivery of presentations, Q&A's, phone calls, site visits, conferences, & other similar communications. Use advanced statistical software & econometric methods to perform data analysis pertaining to portfolio construction, asset allocation, security selection, & portfolio positioning. Provide regular updates to CIO on individual investments, portfolio construction & risk. Plan & execute short-term funding needs & trading activities, & managing existing & growing new funding counterparty relationships. Continuously monitor the portfolio & confirm compliance w/regulatory reqmnts. Travel up to 5% to meet w/clients & attend industry conferences. Telecommuting is permissible if req'd due to Pandemic &/or health retd circumstances. A Bach's deg + 3 yrs exp is req'd. Special Reqs: 3 yrs exp: valuing MBS, CMBS, ABS Assets, & SBA 7(a) reltd assets; trading short term funding (i.e. repurchase & reverse repurchase) specifically financing of SBA reltd assets; & using advanced statistical software specifically designed for mortgage prepayment modeling. Send resume to Solomon Hess LLC., 431 Park Ave., Ste. 401, Falls Church, VA 22046 or email to: mfallon@solomonhess.com