Portfolio Manager

Washington D.C.
Competitive market salary with fantastic benefits
16 Aug 2022
21 Oct 2022
CFA Charterholder
Employment Type
Full Time

Portfolio Manager

Essential Job Functions:

The Portfolio Manager will work closely with the Portfolio Managers and Senior Financial Analyst in the Portfolio Management Group.  Responsibilities include: 

  • Analyze and trade structured products which may include single family and multifamily mortgage-backed securities, US treasuries and short-term investments.
  • Perform portfolio management research and due diligence as necessary, including but not limited to, relative value and quantitative attribution analysis.
  • Develop and execute portfolio strategies to meet portfolio objectives.
  • Model and value the Trust’s investment portfolio on a monthly basis.
  • Security selection and generate trading opportunities consistent with portfolio strategy and objectives and within the Trust’s investment guidelines and authorities.
  • Prepare and analyze portfolio reports, including drafting portfolio, investor and Board communications.
  • Review trade and valuation documentation for compliance with procedures and policies.
  • Portfolio management and macro-economic research and analysis
  • Monitor and assist in managing portfolio duration consistent with set targets.


  • 2-5 years of experience trading/managing in agency RMBS/CMOs both in fixed rate specified and TBA flows and hybrid ARM/strip floating rate CMOs
  • Strong excel modeling skills, including statistical modeling
  • Knowledge of structured products
  • Knowledge of Bloomberg and portfolio management software
  • Strong interpersonal skills and proven ability to build strong relationships with Portfolio Managers and across departments
  • Ability to work collaboratively across the organization to resolve issues
  • Outstanding analytical skills with strong problem-solving skills
  • Proven ability to operate efficiently in a high-pressure environment and to deliver towards tight deadlines

Education & Certifications:

  • Degree in finance, economics, mathematics or other related quantitative/analytical field from a leading, accredited college or university or equivalent experience.
  • Holds the CFA Institute’s Chartered Financial Analyst designation.
  • You need to sign in to save