Municipal Bond Portfolio Manager

Location: Chicago, IL; applicants must be authorized to work in the United States without employment-based visa sponsorship.

Salary: $137,400–$233,600 USD base pay.

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Manage municipal bond portfolios for fiduciary and agency accounts, high-net-worth individuals, pension accounts, and common funds within client guidelines and risk parameters.
• Construct portfolios and execute trades through municipal security selection, sector allocation, duration and yield-curve positioning, and analysis of credit quality, diversification, liquidity, maturities, calls, and reinvestment needs.
• Develop investment objectives and guidelines with clients based on risk tolerance, tax considerations, income needs, investment policy, economic factors, and municipal market conditions.
• Monitor portfolio returns, exposures, positioning, benchmarks, risk, and compliance with client guidelines.
• Use portfolio-management systems and analytical tools to evaluate holdings, support trading decisions, produce reports, improve data quality, and streamline workflows.
• Prepare portfolio analyses, lead discussions about performance and strategy, respond to client inquiries, and maintain knowledge of municipal markets and fixed-income developments.

Requirements

• At least 10 years of investment-management and financial-markets experience, including at least 5 years of portfolio management and trading.
• At least 5 years of municipal fixed-income experience with hands-on portfolio management and trading, including knowledge of municipal market structure, credit considerations, and portfolio risk.
• Knowledge of portfolio-management theory, statistics, and quantitative methods in finance, with the ability to apply them to portfolio construction, risk assessment, and performance analysis.
• Strong proficiency with portfolio-management systems and investment analytics, including interpreting data, evaluating holdings and exposures, supporting trading decisions, and generating clear reports.
• Knowledge of fiduciary responsibilities and legal and regulatory requirements governing investment decisions, including applicable laws, codes, regulations, and investment guidelines.
• Ability to explain portfolio decisions, investment risks, and performance clearly to clients and other stakeholders.
• Authorization to work in the United States without current or future employment-based visa sponsorship.

Nice to have

• Experience improving investment workflows through automation, analytical-tool development, or more effective use of portfolio data and technology.
• Strong knowledge of Perform and/or experience using Aladdin.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders and opportunities for internal movement.
• Inclusive workplace focused on supporting clients and communities.
• Retirement benefits including a 401(k) and pension, health and welfare benefits, and spending accounts.
• Paid time off, parental and caregiver leave, life and accident insurance, disability coverage, and well-being benefits.
• Discretionary bonus program that may include an equity component.