Meeder has managed short and intermediate term fixed income public sector portfolios for over 30 years, serving public entities nationwide. The fixed income portfolios include money market funds, local government investment pools (LGIPs), and customized separately managed account solutions. Our team works with operating funds, bond proceeds, capital reserves, and other funds to structure portfolios to meet client objectives.
This role will aid the fixed income investment team in various ways, including completing economic analysis, fixed income research, prospective client analyses, and helping support the management of investment portfolios.
Primary Responsibilities:
- Provide analytical support for portfolio managers, including but not limited to statistical analysis, prospect portfolio analysis, summarizing current market trends, creating market update presentations, and other recurring analyses.
- Develop familiarity with fixed income market sectors, including money markets, municipals, investment-grade corporates, and government sectors, by analyzing sector fundamentals, market research, and macroeconomic factors.
- Under the supervision of portfolio managers, make recommendations for reinvestment of security maturities considering curve and sector positioning, portfolio structuring, and stage orders on trading platforms for execution.
- Attend fixed income investment strategy discussions and contribute to developing portfolio strategies spanning LGIPs, Money Market Funds, and the separately managed account landscape.
- Establish and maintain relationships with Broker Dealer to ensure proper coverage and best execution in fixed income.
- Contribute to Meeder Public Funds overall fixed income strategy.
Critical Success Factors:
- Fiduciary and client-oriented mindset.
- Knowledge of financial markets/instruments/regulations, economic theories and relationships, valuation tools, etc. particularly as it relates to fixed income investing.
- Strong organizational and time management skills
- Excellent communication skills and ability to work with other team members toward a common goal.
- Flexibility and adaptability to a dynamic environment within a growing firm.
- High level of integrity and strong ethical standards.
- Desire for lifelong learning and the ability to self-study and learn from peers.