Client Portfolio Manager - Fixed Income
Core
Client-facing portfolio management and business growth for fixed income strategies, serving institutional clients and stakeholders.
Role type
Senior Client Portfolio Manager (Fixed Income)
Builds
Client relationships, business growth, and investment strategy communication for fixed income products
Domain
Fixed Income Investment Management
Deliverable
client delivery
Required skills
Fixed income investment expertise, portfolio construction, risk management, client relationship management, business development, financial market analysis, presentation development, industry conference speaking, regulatory compliance (Series 7/63)
Preferred skills
MBA, CFA, direct money management experience, AI tool proficiency
Technologies
Bloomberg, Microsoft Office, Morningstar
Responsibilities
Grow and retain business by representing investment strategies to clients; Service existing clients via meetings and calls; Provide portfolio updates and insights to drive engagement; Develop research and presentations for clients; Present at industry conferences; Collaborate with distribution teams on sales strategies
Seniority
Senior, hands-on IC with client-facing focus