Vacancy:  Portfolio Manager/Research Analyst

LOM Asset Management is looking for an investment professional who will be responsible for actively participating in the team management of our BSX-listed funds in addition to discretionary portfolios.

A credit research background and/or quantitative security modeling experience will be useful for monitoring existing positions and assisting with portfolio decisions.  Other responsibilities include model portfolio construction, performance benchmarking and advising clients and FA’s across a wide range of LOM products as well as general support for a relatively small team.

Key Responsibilities:

• Management of internal portfolios with a focus on fixed income, investment grade, some non-investment grade credit as well as hybrid securities. Fixed income management and support will include trade implementation, communication with bond dealers, settlement follow-up and adherence to investment guidelines;
• Assist with the development and refinement of our proprietary equity models. This will include quantitative and qualitative analysis, back testing against benchmarks, idea generation and monitoring existing security positions;
• Assist local financial advisors with business development. Attend meetings with Financial Advisors, present information to prospective clients, attend regular investment policy committee (IPC) meetings and otherwise support our team in providing our services;
• Assist in the construction of investment mandates and help to ensure we operate within the constraints of the underlying account documents across multiple client accounts;
• Help develop strategies in the areas of thematic positioning, sector weightings, regional exposures, bond duration targeting, and tactical credit exposures designed to achieve specific investment goals;
• Quantitative and qualitative analysis of macroeconomic environment with the aim of generating a top-down view of markets combined with bottom-up analysis of individual securities;
• Implement trades and generate orders as required by the business across various asset classes, not solely limited to fixed income, including derivatives, futures, and FX.
• Write and edit economic and market newsletters and other materials distributed through the company website, marketing programs and directly to clients;
• Help manage individual discretionary accounts alongside other members of the LOMAM team;
• Prepare presentations and present to internal and external stakeholders in relation to market outlooks, product overviews or investment reports.
• Assist in writing quarterly fund updates for distribution to clients and through our website;

Experience needed:

• At least five years of research and/or portfolio management experience.
• CFA charter holder.
• Credit research and/or prior fixed income management is helpful.
• Experience within wealth management structuring, performance measurement, financial planning, long-term relationship management and dealing with an international clientele.

Please send your CV, covering letter and salary expectations to careers@LOM.com. LOM reserves the right to end the advert early.

LOM Financial Group is regulated by and licensed to conduct investment business by the Bermuda Monetary Authority in Bermuda and Cayman, and The Securities Commission of the Bahamas in the Bahamas.