RE Advisers is a subsidiary of the National Rural Electric Cooperative Association (NRECA) and the investment manager for Homestead Funds. With offices in Arlington, VA, the company manages approximately $10 billion in mutual fund, separate account and institutional assets.
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Summary Fixed-Income Portfolio Manager P.5
Manage the fixed-income assets of all in-house accounts to maximize total return over a full market cycle. These accounts include the Retirement Security Plan, 401(k) pension plan, group insurance trust, Homestead Funds, and RE Advisers' client portfolios.
Purpose and Mission
Analyzes and monitors developments that impact portfolio holdings for the firm's fixed income funds.
Identifies and recommends new investment ideas that generate alpha for the portfolios.
Works in close coordination and partnership with all investment staff and provides support for the firm's portfolio managers.
Monitors and reports on market and economic conditions, selection of appropriate investments, and structuring and executing transactions.
Analyzes and reports on the performance of the portfolios relative to their respective benchmarks, including risk-adjusted returns vs. the objective, performance attribution, and expected and actual tracking error and any other factors deemed appropriate.
Proactively, clearly, and concisely communicates investment recommendations to the investment team.
Contributes to firm's disciplined investment philosophy and new product development efforts.
Participates in representing Homestead at various conferences, advisory boards and committees, and before the investment community.
Establishes and maintains professional contacts within the fixed income markets to further develop market knowledge and expertise.
Collaborates on portfolio strategy and construction and risk oversight, marketing initiatives, and engages in client servicing activities.
Search dealer messages and databases for suitable securities to meet investment criteria.
Analyze company fundamentals for corporate credits, mortgage and asset-backed structures for non-corporates.
Trade securities (bonds, money markets).
Analyze fundamental economic data with view to maximizing understanding of market implications.
Phone contacts with analysts and/or conference calls to generate additional investment ideas.
Provide pricing function for all non-priced securities in daily priced funds.
Requirements and Qualifications
Bachelor's degree in Finance or related field. Master's degree in Finance and/or CFA preferred.
10 years in the overall investment profession with a minimum amount of seven years dedicated to fixed-income
Knowledge of investment theory and economics, equity, fixed income and alternative investments, asset allocation, performance measurement, attribution analysis, customized benchmarking, and various models used to obtain such information
Knowledge of competitive products in regard to investment options, pricing, performance benchmarking and service levels
Interpersonal skills, member service orientation and ability to effectively work and interact in a collaborative environment with a team of professionals
Ability to build and sustain strategic relationships with key internal decision makers, members, staff and the public
Ability to identify and solve the most complex problems and use ground-breaking methods to think beyond existing solutions
Ability to communicate, both verbally and in writing, with a diverse membership, employees and/or vendors in a clear and precise manner
All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. Reasonable Accommodation Requests NRECA is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please e-mail firstname.lastname@example.org or call: 703-907-5992 - NRECA Arlington Human Resources. Please call 402-483-9275 - NRECA Lincoln Human Resources, for Lincoln, NE employment opportunities. We will make a determination on your request for reasonable accommodation on a case-by-case basis. EEO is the Law The law requires NRECA to post a notice describing the Federal laws prohibiting job discrimination. For information regarding your legal rights and protections, please click on the following link: EEO is the Law and EEO is the Law Supplement . Pay Transparency Non-Discrimination NRECA will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. Please see the Pay Transparency Nondiscrimination Provision for more information. E-Verify As a Federal Contractor, NRECA is required to participate in the E-Verify Program to confirm eligibility to work in the United States. For information please click on the following link: E-Verify