Client Portfolio Manager (Fixed Income)

TL;DR

Client Portfolio Manager (Fixed Income): Managing customized fixed income portfolios and serving as a key partner to private wealth management clients with an accent on macroeconomics, portfolio positioning, and market insights. Focus on coordinating complex investment implementations, ensuring mandate compliance, and delivering high-quality service across institutional and private mandates.

Location: London, United Kingdom

Company

A global leading investment banking and asset management firm managing over $3 trillion in assets.

What you will do

• Engage with private bankers and clients to discuss macro-economic trends, bond markets, and portfolio performance.
• Pitch investment capabilities including customized fixed income, mutual funds, and ETFs to key stakeholders.
• Oversee daily portfolio implementation, including cash deployment, duration alignment, and liquidity management.
• Monitor mandate guidelines, approve account-level restrictions, and resolve discrepancies with internal operations.
• Collaborate cross-functionally with trading, legal, compliance, and onboarding teams to ensure effective mandate lifecycle management.

Requirements

• Strong knowledge of fixed income markets and macroeconomics.
• Proven experience in a client-facing role with excellent communication skills.
• Ability to manage complex workflows and operate effectively under time pressure.
• Capacity to maintain high standards of accuracy in a fast-paced environment.
• Self-motivated with the ability to work independently within a global team.

Culture & Benefits

• Access to diverse, global investment opportunities within a leading asset management division.
• Collaborative work environment with exposure to multiple asset classes and regions.
• Professional development and career growth opportunities within a major financial institution.
• Access to firm-wide competitive benefits and resources.