Cfa Portfolio Manager Jobs in Addison, TX (NOW HIRING)

Full Time, Permanent Opportunity for Portfolio Manager (Must be local to Plano, TX)

Catalyst and Your Career

Catalyst is igniting change and unlocking new possibilities for credit unions and the members they serve. Whether through innovative payments, asset management or liquidity solutions, we’re passionate about transforming goals into achievements and helping credit unions grow.

To accomplish this, we actively pursue talented individuals capable of making a positive impact on member credit unions, and we do our best to retain these employees. Among the ways we do this are generous benefits, a safe work environment and promotion of a strong work-life balance. We believe in our employees’ success, and the average employee tenure of 14 years suggests that our employees feel the same way!

The Work Itself

The Portfolio Manager supports the VP of Portfolio Management in executing investment strategies, managing balance sheet risk, and optimizing portfolio performance within established investment policy guidelines. This role is ideal for someone analytical, detail‑oriented, and eager to grow into a more senior investment role. 

The Talent You Bring

The Essential Requirements:

• Bachelor’s degree
• Minimum of 3 years of experience in fixed income securities trading and/or portfolio management
• Strong understanding of fixed income instruments, bond math, and familiar with derivatives
• Ability to interpret economic data. Understanding of monetary policy and its impact on rates and shape of the yield curve
• Strong mathematical and analytical skills
• Proficiency with Bloomberg and Excel
• High attention to detail

Additional skills and experience are a plus:

• Master’s degree in finance, economics, or a related field
• 5-8 years of fixed income portfolio management experience
• Advanced understanding of Asset/Liability management principles 
• Exceptional ability to effectively assess and continuously monitor portfolio risk exposures.
• Knowledge of sector/product-specific drivers
• CFA designation
• Experience with SQL, PowerAutomate, PowerBI or similar data and reporting tools

How We'll Have Your Back

Catalyst Corporate’s compensation structure offers market-competitive base pay. However, Catalyst's full compensation package is more than just your paycheck and is meant to support and improve your personal and professional life, including:

• Time Away: Federal Holidays, Vacation, Sick Time, and Parental Leave, as well as time off for volunteering.
• Planning for the Future: 401K retirement savings plan with matching and company contributions.
• Supporting your Health & Well-Being: Flexible health and insurance options, including Medical, Dental, and Vision Insurance choices, Long and Short-Term Disability Insurance, Life Insurance, Supplemental Life and AD&D Insurance, as well as a Flexible Spending Account.
• Building a Family: We were named “Best Place for Working Parents” since 2021 due to our commitment to family-friendly policies and practices.
• Work-Life Integration: Other benefits include credit union membership, a casual work environment, paid covered parking, and an onsite fitness facility with showers. In addition, we also offer access to a variety of onsite services, such as a massage therapist and personal trainer, car wash and detail service, vehicle refueling service, and food delivery service.

Who We Are

With innovative payments, asset management and liquidity solutions, Catalyst is unlocking new possibilities for credit unions across the nation, and the members they serve. We are passionate about transforming goals into achievements and helping credit unions grow. Discover why more than 1,500 credit unions are using Catalyst’s solutions today: catalystcorp.org.

Catalyst is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.