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Crude Oil & Futures Trading | Trading Strategies & Guidance

Tag: Portfolio

  • Senior Manager, Fixed Income Portfolio Risk Job

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    Senior Manager, Fixed Income Portfolio Risk-719206

    Description
    Title: Sr. Manager, Fixed Income Portfolio Risk

    Responsibilities:
    • Oversee the financial risk management of Capital One’s fixed income Investment Portfolio activity
    • Manage the valuation process for Capital One’s investment portfolio
    • Run analytics on trade performance based on forecasting, rate scenarios, and proposed trading strategies
    • Develop and maintain strong working relationship with traders and external vendors to ensure timely completion of valuation and analytics runs
    • Work closely with Accounting Policy, Infrastructure, IT, Legal, and Compliance departments to implement new products, systems, and regulations, or to resolve trading and/or reporting-related issues

    Qualifications
    Basic Qualifications:
    • Bachelors degree
    • 5 years experience working with fixed income securities with an emphasis on Mortgage Backed Securities, Asset Backed Securities, CMBS and derivatives in a capital markets analytics function at a large corporate or asset management firm, or other similar trading-related experience

    Preferred Qualifications:
    • Bachelors degree in Finance, Economics, Statistics, Mathematics, Operations Research, Engineering or other hard science
    • Advanced degree in a quantitative area, or MBA, or CFA
    • 7 or more years experience working with fixed income securities with an emphasis on Mortgage Backed Securities, Asset Backed Securities, CMBS and derivatives in a capital markets analytics function at a large corporate or financial institution, or other similar trading-related experience
    • Experience with financial trading and modeling applications, including PolyPaths, Murex, Summit, Bloomberg, or similar system

    • Strong Excel VBA programming skills

    • Bond Portfolio Investment Management experience a plus

    Job: Audit, Risk Management and Security
    Primary Location: United States-New York-New York-Mid Manh-90 Park Ave Br 862 (22862)
    Schedule: Full-time
    Travel: Yes, 10 % of the Time

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  • Leading Systematic Hedge Fund Hiring Medium Frequency Portfolio Managers/ CT/ $Base + % PnL Cut

    Leading global systematic hedge fund are looking to hire systematic medium frequency portfolio managers.

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  • Portfolio Administrator – Wealth Management

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    The incumbent provides support to Senior Portfolio Officers with responsibility for management of assigned client relationships. These may include personal trusts, agency, estate, charitable, pension and institutional accounts which are most sensitive and will be characterized by a large revocable (or terminable) component. The incumbent will review accounts to ensure the account is administered in accordance with the governing instrument and accepted fiduciary principles.

    Qualifications
    Bachelor’s degree preferred or equivalent work experience. Knowledge of investments/securities preferred.

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  • Portfolio Relationship Manager

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    Portfolio Relationship Manager (Must Have MBA and passed through CFA Level 2)

    A Portfolio Relationship Manager at our client has the principal responsibility to meet with HNW clients and their Financial Advisors / CPAs on a regular basis to develop Intelligently Personalized () separately managed portfolios uniquely tailored to each clients objectives. This role requires extensive interpersonal skills as well as finance and investment skills. The successful candidate will have a true desire to communicate with clients about their asset allocation, portfolio holdings and the macro economy. This position will first be located in our NYC office.

    Primary Responsibilities:

    – Develop the right asset allocation for each client consistent with their investment objectives and risk tolerance
    – Design the portfolio using individual stocks, bonds and funds, provided based on a separate research function. This position is not a stock analyst position.
    – Perform regular trading responsibilities for each client portfolio
    – Develop investment recommendations for clients when changes are required.
    – Review client asset allocations quarterly, stock holdings and discuss with each client the performance of their portfolio
    – Understand the individual stock and bond research information provided by the research team so as to know each company included in client portfolios.
    – Prepare quarterly investment reports for client presentations
    – Work on a team with associates to process and manage all aspects of each clients account.
    – Meet with prospective new clients and our Sales Consultants to win new clients

    Meet with existing clients on a regular basis to make in person presentations.

    Requirements:

    – Strong interpersonal skills and a desire to regularly communicate with HNW clients and their advisors.
    – Requires an MBA in Finance or Economics and 5 + years of experience in handling HNW client relationships.
    – Interact regularly with the Financial Advisors.
    – Passed at least 2 parts or all of the CFA exam.
    – A strong understanding of the fundamentals of finance and investments
    – Detail oriented and the ability to multitask, often unsupervised
    – Experience building investment models; and making group presentations.
    – Discretion with handling confidential documents and information
    – Excellent interpersonal, organizational and verbal and written communication skills
    – Strong analytical and research skills
    – Working knowledge of advanced Excel functions
    – The ability to develop business relationships, both within and outside of the organization

    Requirements:

    – Strong interpersonal skills and a desire to regularly communicate with HNW clients and their advisors.
    – Requires an MBA in Finance or Economics and 5 + years of experience in handling HNW client relationships.
    – Interact regularly with the Financial Advisors.
    – Passed at least 2 parts or all of the CFA exam.
    – A strong understanding of the fundamentals of finance and investments
    – Detail oriented and the ability to multitask, often unsupervised
    – Experience building investment models; and making group presentations.
    – Discretion with handling confidential documents and information
    – Excellent interpersonal, organizational and verbal and written communication skills
    – Strong analytical and research skills
    – Working knowledge of advanced Excel functions
    – The ability to develop business relationships, both within and outside of the organization

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  • Associate, Portfolio Management

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    The Portfolio Management group is responsible for providing fund level performance analyses on an ongoing basis. In addition to scheduled financial reporting to limited partners, the group is regularly called on to provide analyses for senior management including fund level sensitivities, loan to value summaries/projections, cash management analyses, exchange rate and interest hedging analyses and fund promote calculations. The individual will be exposed to the detail of all fund investments and will learn about real estate investments in virtually all product types including hotel, multifamily, office, corporate, leisure, raw land and development. The Portfolio Management group currently includes the Head of Portfolio Management and three Portfolio Management Associates who manage SCG’s various funds. The new Portfolio Management Associate hire will be responsible for assisting all members of the team.

    Responsibilities include:
    -Provide support to the heads of Portfolio Management, Asset Management, Investor Relations and the CEO/CFO as necessary
    – Update and maintain quarterly investor reporting packages for limited partners, which include an overview of each fund, a summary of fund level information and detailed summary pages for individual investments; updated each quarter for current status and investment cash flow projections provided by Asset Managers
    -Create and maintain rollups for each of SCG’s funds, ensuring the accuracy of all information therein, including historical and future IRRs, whole dollar profits (WDPs) and equity multiple calculations
    -Work with SCG’s fund and property accountants to update and account for historical asset level as well as fund level expenses and fees and utilize this information to project future fund expenses and fees
    – Perform fund sensitivity analyses and make investment, sale and distribution recommendations
    -Pro-actively highlight and communicate fund and/or asset specific issues and opportunities
    -Track compliance of fund requirements including debt covenants and maximum investment allowances
    – Create the annual slide show presentations for limited partners, which include market outlooks, fund performance summaries and individual investment summaries
    – Coordinate year-end fair market value audit of all investments with Asset Managers and third party auditors
    -Assist with creation of internal quarterly Asset Management presentation for Executive Committee that includes detailed updates on each investment
    -Assist with creation of other internal projections and analyses as needed

    Qualifications
    -Strong academic background including Bachelor’s degree, preferably in finance, accounting and/or real estate
    – 2 to 4 years of relevant finance and/or real estate experience
    -Experience in analytics and finance/accounting, including but not limited to cash flow modeling, IRR/WDP projections, complex waterfall modeling and sensitivity analyses
    – Exceptional attention to detail and ability to manage and effectively present a wide array of information
    – Strong organizational skills
    -Ability to work effectively across multiple departments and communicate with many people internally
    – Pro-active in improving processes and decision making
    -Authorization to work in the United States

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  • Managing Director, Portfolio Manager, Fixed Income, Portfolio Management Group

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    BlackRock Financial Management, Inc. seeks Managing Director, Portfolio Manager, Fixed Income, Portfolio Management Group, in New York, NY to focus on investment grade fixed income corporate mandates. Actively research and evaluate macro-economic investment themes, and assess sector rotation and security selection opportunities for implementation across the portfolio base. Req’s: Bachelor’s degree or equivalent in Business Administration, Finance, Economics or related field and 10 years of progressively responsible experience evaluating multi-product institutional fixed income portfolios on behalf of a global financial services institution. Prior experience must include: analyzing corporate credit, interest rates and other fixed income cash and derivatives instruments; utilizing research and portfolio construction techniques; and presenting investment opportunities to institutional clients. Five (5) years of experience must include: analyzing and constructing segregated and mutual funds in a risk optimized framework; and analyzing collateralized synthetic obligations, collateralized debt obligations, collateralized loan obligations, closed end funds and hedge fund allocations. Employer will accept a combination of post-secondary and university level study to meet the degree requirement. Please apply directly by clicking Apply Online.BlackRock is proud to be an E-Verify Equal Opportunity/Affirmative Action EmployerM/F/D/V.

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  • VP Sr. Portfolio Manager

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    Title: VP Sr Portfolio Mgr Location: North America-United States-New York-Melville – Compiles and analyzes credit and financial information of current and potential Commercial Banking business customers of a more complex nature. Prepares the most complex credit analyses and accurate credit proposals to enable informed decisions to be made. – Provides management and decision making support. Ensures all policies and procedures are properly applied. – Manages assigned portfolio of a larger, more complex nature. Impact on the Business – Direct responsibility for the largest customer lending in the Core Middle Market sector. – A specialist that has a through understanding of the trends, competition, communities and businesses in the markets serviced. – Provides credit management support within an assigned team. Customers / Stakeholders – Compile and analyze credit and financial information of current and potential Commercial Banking business customers of a more complex nature, using appropriate model; prepare more complex complete and accurate credit proposals to enable informed decisions to be made. – Customer facing when accompanying the Relationship Manager in order to structure complex deals. Leadership & Teamwork – Provide guidance, assistance and training in the structuring and maintence of credit and borrowing relationships, including negotiating, underwirting, pricing, credit quality, reporting of problem loans, completing in-depth reviews of financial statements and receiving all required documentation. – Monitor activity on facilities to ensure usage and conditions comply with approved requirements; ensure propreity of advances and repayments. – Work with other areas of the Company to ensure the requisite support for business activities and provide/obtain new business. – Work effectively with Business Banking and Corporate to ensure ongoing communication and referrals. Operational Effectiveness & Control – Complete specialzed duties unique to assigned commercial business, such as assisting in portfolio monitoring and review of existing facilities. – Prepare appropriate forms on existing and proposed commitments; ensure compliance with all applicable regulations; notify appropriate personnel of unique situations. Major Challenges – Polished communicator with ability to deliver cogent verbal and written information to team leads and credit. Role Context – This new role bridges the gap between existing junior credit analyst and the customer facing relationship manager. – Strong leader with proven ability to guide teams to achieve results. Management of Risk – Ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues. – Promote an environment that supports diversity and reflects the HSBC brand. Observation of Internal Controls – Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators. – Analytical with strong credit skills in underwriting, financial modeling, valuations, and adherence to policy. – Bachelor’s degree in accounting, business, finance, related field or equivalent experience. – Minimum of six years proven credit analysis experience or equivalent. – Sound knowledge of the business and products supported and pertinent regulations impacting their delivery, including those related to documentation requirements. – Proficiency with personal computers as well as pertinent mainframe systems and software packages. – Proven financial, analytical, mathematical and communication skills. Job: Credit

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  • Senior Portfolio Management Officer

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    Specific Description: This role is responsible for underwriting and structuring of straightforward and complex credit transactions with minimal oversight from the CPO/CPM and demonstrates strong judgment and sound credit decisioning skills. The role also approves credit transactions without CPO coverage and includes Single Signature Authority as applicable based on credit approval grid. This position drives the internal credit approval process for clients without CPO coverage and is actively involved in complex credit transactions. Sr PMOs independently lead documentation and loan closing process for all transactions without CPO coverage and have an active role with CPO in documentation and closing for complex transactions. Additionally, Sr PMOs may call on credit clients and prospects in partnership with the CM and/or CPO as appropriate. The role involves ongoing management and primary accountability for all monitoring and maintenance activities for an assigned portfolio, primarily larger/complex client relationships. Role is responsible for monitoring clients operating performance and financial condition to proactively identify issues and opportunities. They deliver financial, industry, economic and other analysis to facilitate decision making, while also ensuring adherence to credit policies, guidelines, and applicable regulatory requirements. The SR PMOs provide ongoing coaching and support to other Credit Products team members. Reports to the Credit Products Manager (CPM) and partner closely with CPOs and Credit Products Analysts (CPA). CREB PMOs have similar job responsibilities but do not typically perform the underwriting function. General qualifications include: a BS/BA degree and 5 -10 years of solid experience in financial analysis, structuring, underwriting and portfolio management, strong communication and analytical/technical skills, including financial accounting, modeling and loan structuring. General Description: Primarily responsible for leading the on-going monitoring and management of the credit portfolio and contributes to the underwriting of more complex client transactions. Analyzes client operating performance and financial condition, proactively identifies issues and opportunities and recommends risk mitigation. Responsible for monitoring and managing credit quality and data integrity. Performs appropriate sponsorship review and project monitoring by analyzing client and market information. Contributes to due diligence and credit approval package production. Delivers financial, industry and economic analyses and other activities to facilitate decision making. Responsible for adherence to credit policies, guidelines and applicable regulatory requirements. Requires strong communication and analytical/technical skills, including financial accounting and loan structuring. Provides ongoing guidance, coaching and support to other product delivery team members. BS or BA degree, 5 10 years of solid experience in financial analysis, structuring, underwriting and portfolio management preferred.

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  • Commodities Portfolio Manager/Sr Analyst

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    We are looking to hire a portfolio manager to join the commodities investment group. The portfolio currently employs a quantitative investment strategy and the firm is therefore looking to hire someone who will bring a quant-oriented investment skill set.

    Principal Responsibilities:

    While a sitting portfolio manager would be ideal, it is by no means essential that his person have experience of managing a portfolio or bring a track record of performance with them. This person may come from a variety of backgrounds:

    Commodities portfolio manager or analyst
    Managed futures trader
    Commodities prop trader (but only if they¡¦re more long-term in their investment style)
    Quant portfolio manager (equities or fixed income)

    Competencies for success/requirements:

    Have good quant skills. Must be able to read and develop models, be adept at building a modeling capability for the team.
    Be focused on portfolio construction and long-term fundamental investing, as opposed to day trading.
    Have a focus on risk control and portfolio positioning.

    In terms of the performance and personal competencies required for the position, we would highlight the following:

    Business Acumen

    Have a long-term, ¡¥quantamental¡¦, disciplined approach to investing ¡V they must understand fundamental investing but have operated as a quant investor Have a passion for investing, be hungry yet prudent regarding new portfolio ideas and display deep conviction which may well be contrary to consensus Strong academic credentials which ideally include an advanced degree from a top-tier institution and a CFA.

    Setting Strategy

    Be a self starter who can create a strong vision for the fund Given that this role will be to enhance and improve upon the quant architecture of the commodities fund, it is important that this person be able to communicate complex ideas to others
    Must be a mature professional who can operate at a high level in an autonomous environment, but who enjoys operating as part of a group.

    Executing for Results

    Operate in a hands-on, engaged fashion, conducting original research as well as utilizing research produced by the team
    Maintain a well informed view on the global capital markets and the global economy.

    Building Relationships and Using Influence

    Have a client service orientation and communication style with a willingness to visit with clients.

    Leadership and Communication
    Has passion to win; creates vision; champions change and innovation; sets expectations and standards; motivates others to follow despite ambiguity; addresses conflict and makes tough decisions; relishes challenge and change; builds exceptional teams and coalitions; does not place self before others; accepts ownership and accountability; inspires trust; fosters open communication.

    Planning and Execution
    Creates strategic advantage through creative planning and execution; conducts careful and systematic analysis; drives for results; follows through on commitments; aligns, plans, develops and deploys coherent goals and feeds back results; ensures customer loyalty through continuously improving performance, products and services; enables others to succeed.

    Business Insight
    Understands business context and how to innovate and leverage business opportunities to generate returns; possesses necessary financial acumen and broad understanding of financial services; successfully develops and deploys technology.

    Personal Credibility
    Is interpersonally savvy; speaks and presents with impact; continuously learns and grows; develops self and others; grasps development opportunities; breaks out of silos; listens to others; has track record of consistent success and resilience.

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  • Experienced Commodity Prop Trader / Portfolio Manager required – Leading Proprietary Trading House – Chicago, IL

    Experienced Commodity Prop Trader / Portfolio Manager required – Leading Proprietary Trading House – Chicago – Up to $150k + PnL + Package

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