Client Portfolio Manager - Fixed Income
Core
Act as the primary interface between client-facing resources and the investment team, servicing institutional clients and communicating performance attribution, portfolio activity, and risk attributes.
Role type
Senior IC Client Portfolio Manager (Fixed Income)
Builds
Client relationships, business growth, and end-to-end client servicing for fixed income strategies.
Domain
Asset Management / Fixed Income
Deliverable
client delivery
Required skills
Fixed income investment expertise, portfolio construction, risk management, client relationship management, business development, financial market analysis, presentation development, Bloomberg proficiency
Preferred skills
MBA, CFA, Series 7 and 63 licenses, experience with investment grade and high yield strategies, thought leadership development
Technologies
Bloomberg, Microsoft Office, Morningstar
Responsibilities
Grow and retain business by representing investment strategies to clients; Service existing clients via in-person meetings, conference calls, and board meetings; Provide end-to-end client servicing including portfolio updates and insights; Drive development of research, presentations, and investment insights for clients; Attend and present at industry and client conferences; Develop and modify collateral including DDQs and due diligence presentations.
Seniority
Senior, hands-on IC