Client Portfolio Manager (Fixed Income)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Client Portfolio Manager (Fixed Income): Acting as the primary interface between institutional clients and the investment team to communicate portfolio positioning, market themes, and performance attribution. Focus on building and retaining business through deep capital markets expertise, clear articulation of investment strategies, and collaborative engagement with distribution teams.
Location: Must be based in Atlanta, Georgia. Role requires hybrid attendance (at least 4 days per week in office) and 25-50% travel.
Company
is a leading independent global investment firm dedicated to delivering diverse investment strategies and rethinking possibilities for clients worldwide.
What you will do
- Represent the investment team and strategies to institutional clients, consultants, and gatekeepers.
- Service existing clients through in-person meetings, conference calls, and investment committee presentations.
- Communicate portfolio performance, rationale for holdings, and market views clearly to stakeholders.
- Develop research, presentations, and thought leadership content to drive client engagement.
- Collaborate with distribution teams to support sales strategies and educate prospects on investment grade and high yield strategies.
- Maintain detailed knowledge of the competitive landscape and product-specific nuances.
Requirements
- 10+ years of investment-related client-facing experience, preferably in U.S. investment grade or high yield strategies.
- Undergraduate degree required; MBA or CFA preferred.
- Series 7 and 63 licenses required.
- Deep expertise in portfolio construction, risk drivers, and market dynamics.
- Strong communication skills and ability to cultivate trust with institutional stakeholders.
- Proficiency with Bloomberg, Morningstar, and comfort adopting AI tools for productivity.
Culture & Benefits
- Comprehensive compensation package including 401(k) matching up to 6%.
- Flexible paid time off and parental leave benefits.
- Health and wellbeing programs.
- Employee stock purchase plan.
- Collaborative environment focused on professional growth and global exposure.
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