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Portfolio Management Assistant - Morley Financial Services - #220463 more...
Location:Portland, OR
Company:Principal Financial
First posted:April 26, 2017 (last updated 30+ days ago)

Job Area: Investments
Business Area: PGI Morley
Location: OR - Portland
Career Category: Experienced Professional
Full/Part Time: Full-Time
Regular/Temporary: Regular
Date Posted: 2017-05-04


Its not what we doIts who we are.

Morley Financial Services (stable value affiliate of Principal Global Investors) is seeking top talent to join our team as Portfolio Management Assistant in our Portland, Oregon office. The firm was founded in 1982 and through the years, has remained at the forefront of the stable value business by excelling at the basics of stable value management while developing innovative new products and investment strategies to enhance client portfolios.

Morley's disciplined investment process has consistently met client objectives and delivered strong performance. With \$17.5 billion in assets under management, Morley manages assets for a variety of organizations including corporations, governmental plans, financial institutions and Taft-Hartley funds. Morley's objective is to provide customized solutions to best meet client needs and objectives.

We are currently looking for a Portfolio Management Assistant to join our team.  In this role you will be responsible for supporting the portfolio management and research teams, providing statistical and other quantitative analyses and reporting to aid in the management of portfolios.  The position will also support the MBS team by providing specialized analysis and reporting, including assisting with mortgage prepayment surveillance reports and relative value analysis.  This opportunity allows you to utilize your strong work ethic, investment knowledge and analytics system skills in an expanding business.  The ideal candidate will have a collaborative, strategic perspective, be action-oriented, and display a willingness to engage in multiple levels of work.

Here is just a sample of what you can expect:

  • Under the supervision of senior staff, generate portfolio analytics utilizing tools such as Aladdin, Yield Book, Bloomberg and/or Point while applying quantitative techniques and knowledge of investments and financial markets.
  • Work with portfolio managers, the research team, the client service team, compliance and senior management to create performance attribution and other analytical reports to present to both internal and external clients.
  • Create, coordinate and update sector-related analytics and reports including portfolio optimizations, scenario analysis, portfolio benchmark comparisons and prepay surveillance.
  • Conduct analysis/research and keep abreast of news and developments impacting the sector.
  • Assist with sector trading and relative value analysis including suggesting trade ideas.
  • Assist senior staff in completing special projects, research and other analysis.
  • Perform other job related duties, including providing general support to portfolio managers and research team, as needed.


  • Bachelors degree required in finance, economics, accounting, statistics or mathematics. 
  • One or more years of relevant work experience is preferred. 
  • MBA or CFA progression preferred.
  • High marks in quantitative coursework. 
  • Must demonstrate knowledge (or ability to quickly learn) fixed-income investment concepts (e.g., yield, spreads, duration, interest rates, convexity) and how they are applied to portfolio management 
  • Proficiency with analytics software including Excel, Bloomberg, Point, Yield Book, and/or Aladdin would be a plus.
  • Strong verbal and written communication skills
  • Must possess investment acumen and risk awareness. 
  • Success in this position requires the ability to effectively manage time and prioritize tasks and requests from several different areas of the firm. 
  • Must be able to work independently as well as part of a team and be detail-oriented with a high degree of accuracy.

This position may be subject to SEC restrictions on personal political contributions.

Investment Code of Ethics

You will be required to comply with a Code of Ethics which covers personal trading activities for you and members of your household.

Visa Sponsorship

This position is not eligible for sponsorship for work authorization by Principal. Therefore, if you will require sponsorship for work authorization now or in the future, we cannot consider your application at this time.

Background Check Requirements

Employment at Principal is contingent upon successful completion of a background check.


Principal is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.

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