Company Description

Established in 1912 and reimagined in 2016, Upstream Life was a culmination of three determined and focused leaders with extensive financial experience. Their vision and goals were propelled by the industry which inspired the trio throughout their expansive careers. It is their passion and drive that led Upstream Life to expand into an array of financial services. Upstream Life provides life insurance, wealth management, retirement solutions and securities offerings to clients in the US. The goal of Upstream Life continues to be providing solid financial products designed for individuals looking to secure their financial future. It is this commitment that guides Upstream Life and its employees and inspires the growth and development of products and resources for our clients. Upstream Life continues to expand its product offerings and services to provide you with unique and secure options that fit into your life and help achieve your goals.

Role Description

This is a full-time on-site role for a Fixed Income Portfolio Manager at Upstream Life in New Orleans, LA. The individual will be responsible for investment management, investment research and evaluation, implementing investment strategies, portfolio management, trading, and overseeing investments on a day-to-day basis. The individual will be required to research and evaluate fundamental investment data and information, and develop analysis reports, financial projections, and valuations on assigned sectors through a fundamental and relative value analysis framework. The individual is expected to develop full coverage of the assigned sector and be a thought leader in the space as well as have a network of established relationships with external clients and internal sales and trading staff.

Qualifications

Investment Management, Portfolio Management, and Investments Skills
Experience in developing and implementing investment strategies
Trading expertise
Strong analytical and financial modeling skills
Excellent written and verbal communication skills

Education and Experience

Bachelor's degree in Finance, Economics, or related field
Relevant certifications such as CFA or CIPM are a plus
5-7 years related experience required

Systems and Technology

Proficient in Microsoft Office Suite
Bloomberg experience preferred

Compensation Pay Disclosure

Upstream Life is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Upstream Life offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Upstream Life is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

$80,000 - 100,000

Upstream Life ™

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Fixed Income Portfolio Manager