What are the responsibilities and job description for the Capital Markets Portfolio Manager position at Oxford Solutions?
Oxford Solutions is partnering with a financial services client to hire a Capital Markets Portfolio Manager for a full-time, onsite role. This role focuses on managing and optimizing balance sheet portfolios while supporting asset/liability strategies and capital markets activities. We’re seeking a finance professional with strong market awareness, analytical depth, and experience executing transactions in fast-moving environments.
Responsibilities
- Execute portfolio transactions in alignment with established risk/return objectives
- Track market trends, economic indicators, and investment opportunities
- Support workflow and execution for transactions involving debt, derivatives, MBS, AMA, Treasuries, repo, and Fed funds
- Perform financial and balance sheet analysis to support capital markets strategy
- Research capital market and economic developments; communicate insights to internal teams
- Understand market risk management practices and related metrics
- Anticipate market and business developments and help drive proactive solutions
- Stay current on industry changes and best practices
- Collaborate with teams across Risk, Finance, Model Validation, Operations, and IT to ensure compliance
Qualifications
- Bachelor’s degree in Finance, Economics, or Accounting; MBA or CFA preferred
- 7 years of experience in financial services, including portfolio management or investment analysis
- Background in capital markets transaction execution and the ability to perform under pressure
- Experience with fixed income instruments including agency debt, derivatives, MBS, Treasuries, repo, and Fed funds
- Strong understanding of ALM concepts, risk management methods, and regulatory considerations
- Hands-on experience with analytical models for evaluating investments and funding decisions
- Excellent analytical, quantitative, and communication skills
- Proficiency with Excel, PowerPoint, and financial platforms such as Bloomberg and Polypaths
- Ability to manage multiple initiatives in a fast-paced setting
Capital Markets Portfolio Manager - 25-00799