Municipal Bond Portfolio Manager
Core
Manage municipal bond portfolios for individual and institutional clients, aligning investment decisions with client objectives, risk tolerance, tax considerations, and income needs.
Role type
Senior IC municipal bond portfolio manager
Builds
Municipal bond portfolios for fiduciary and agency accounts, high-net-worth individuals, pension accounts, and common funds
Domain
Fixed income / Municipal bonds
Required skills
Municipal fixed-income expertise, portfolio construction, trading, risk assessment, performance analysis, client communication, regulatory compliance
Preferred skills
Workflow automation, Aladdin proficiency
Technologies
Portfolio-management systems, investment analytics tools
Responsibilities
Select municipal securities and execute trades, develop client investment guidelines, monitor portfolio risk and performance against benchmarks, prepare portfolio analyses and client reports, maintain market knowledge through research
Seniority
Senior, hands-on IC