Client Portfolio Manager (Fixed Income)

TL;DR

Client Portfolio Manager (Fixed Income): Acting as the primary interface between client-facing resources and the investment team, communicating portfolio positioning, performance attribution, risk attributes, and team views across U.S. investment grade and high yield strategies. Focus on growing and retaining client business, providing end-to-end servicing, and driving research, presentations, and insights to engage institutional clients and stakeholders.

Location: Atlanta, Georgia (Hybrid: at least four full days per week in office)

Company

One of the world’s leading independent global investment firms with $536 billion in fixed income assets under management and 175 investment professionals.

What you will do

• Grow and retain business by representing the investment team and key fixed income strategies to institutional clients.
• Service clients through in-person meetings, conference calls, and investment committee presentations, often in place of or supporting Portfolio Managers.
• Communicate portfolio updates, insights, performance attribution, and team views to drive engagement and loyalty.
• Develop research, presentations, and investment insights, monitoring trends and leveraging publications, speaking, and marketing channels.
• Present at industry conferences, hirify.global roundtables, and PR opportunities.
• Collaborate with distribution teams to educate consultants, gatekeepers, and prospects on investment strategies.

Requirements

• 10+ years of investment-related client-facing experience, preferably in U.S. investment grade and/or high yield strategies
• Experience with investment platform analysts, financial advisors, retirement gatekeepers, consultants, and institutional committees
• Deep expertise in portfolio construction, risk drivers, market dynamics, and product nuances
• Undergraduate degree required (business or related); MBA/CFA and money management experience preferred
• Series 7 and 63 required
• 25-50% travel expected
• Proficiency with Bloomberg, Microsoft Office, Morningstar, and AI tools

Nice to have

• Direct money management experience

Culture & Benefits

• Flexible paid time off
• Hybrid work schedule with at least four office days per week
• 401(K) matching 100% up to 6% plus discretionary contributions
• Health & wellbeing benefits, parental leave, employee stock purchase plan
• Collaborative teams focused on excellence, intellectual curiosity, and client-first culture