🌎
This job posting isn't available in all website languages

Fixed Income Portfolio Mgr. - SLC

📁
Wealth Management
💼
Enterprise Services
📅
063689 Requisition #

Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the “Best Banks to Work For” and as having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.

 

 

With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.

 

 

Zion Bancorporation is currently seeking a Fixed Income Portfolio Manager with the following qualifications to join the downtown SLC team.

 

 

This position is part of the Corporate Investments & Liquidity Management Team within Zions Wealth Management. This division is mainly focused on institutional clients (corporations, municipalities, foundations, etc.) The ideal candidate will have both portfolio management experience and a broad understanding of money market instruments including commercial paper, corporate floating rate and fixed-rate bonds, municipal bonds, agencies and Treasuries. Our client base is spread out across the Western US, with substantial amount in Utah, so an understanding of the Utah Money Management Act, as well as other State investment Codes in other states is a plus.

 

 

Responsibilities:

 

  • Responsible for managing assets within the specific parameters of the Investment Policy Guidelines for each account.
  • Works with high profile relationships such as corporations, public entities, foundations, endowments and Not-for-profit Organizations.
  • Monitors portfolios and analyze potential investment opportunities.
  • Actively participates in the decision process for assigned accounts.
  • Develops and executes trades consistent with investment strategy, portfolios' objectives and compliance constraints; manages liquidity to ensure funding needs are met.
  • May participate in the Investment Committee.
  • Works collaboratively with other Portfolio Managers to coordinate investment strategy and generate investment ideas.
  • Conducts economic and fundamental research and analysis; contributes to fixed income sector, duration and quality strategy across products and portfolios.
  • Provides insight and depth into credit analysis, surveillance, risk management, and identifying relative value.
  • Builds on existing relationships and may in some instances serve as a relationship manager and primary contact with clients.
  • Assists in creating portfolio analysis and reporting for presentations with clients.
  • May mentor other team members as appropriate.
  • Interfaces with compliance and operations team to ensure effective back office, trade settlement and governance processes and procedures. 
  • Other duties as assigned.

 

 

Qualifications:

 

  • Extensive knowledge of fixed income portfolio management, including state investment codes and allowable investments.
  • Ability to develop investment strategies and provide recommendations for changes or enhancements to improve investment results and
  • processes.
  • Must understand portfolio composition and construction.
  • Strong communication skills and work ethic required.
  • Proven analytical skills.
  • Must understand Bloomberg functionality including yield analysis, optionality, electronic trade executions, ratings, and economic calendar and market moving events.
  • Must be a strong collaborator and be able to work in a team environment.
  • Must be detail oriented, be able to work under pressure and be detail oriented.

 

 

Education:

 

  • Requires a Bachelors degree  
  • 4 or more years of portfolio management experience, investment grade corporate bonds, municipals, agencies and treasuries or other directly related experience.
  • Experience in the fixed income sector is preferred.

 

 

Located in the heart of downtown Salt Lake City, the Zions Bank Building serves as the headquarters of both Zions Bancorporation and Zions Bank. The building sits adjacent to City Creek Center, a world-class shopping and dining destination with more than 100 stores and restaurants. The Zions Bank Building stands tall among Salt Lake City’s central business district, providing hundreds of team members with an exceptional work environment and features such as:

 

  • Easy access to the City Creek UTA TRAX station, as well as various electric vehicle charging stations in most City Creek area garages;
  • An employee-only fitness center and bike storage;
  • An employee lounge, kitchen, micro market, game tables, couches and TVs;
  • Private mothers’ rooms and lockers; and
  • Access to downtown shopping, dining, arts and entertainment.

This position will be open until filled.

 

To review our Benefits Summary click here.

 

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

 

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

 

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site.  You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7618.  Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

 

Click here to view our EEO Statement.

 

Click here to view applicable Federal, State and/or local employment law posters.

 

Click here to view our Pay Transparency Notice.

Previous Job Searches

My Profile

Create and manage profiles for future opportunities.

Go to Profile

My Submissions

Track your opportunities.

My Submissions

Similar Listings

Enterprise Services

Salt Lake City, Utah, United States

📁 Wealth Management

Requisition #: 063229

Enterprise Services

Salt Lake City, Utah, United States

📁 Wealth Management

Requisition #: 063437