SVP Client Portfolio Manager (Fixed Income)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
SVP Client Portfolio Manager (Fixed Income): Representing the Fixed Income investment platform to institutional and intermediary clients with an accent on articulating complex investment strategies and driving asset growth. Focus on building high-quality investment communications, conducting portfolio reviews, and serving as a technical expert to influence institutional decision-makers.
Location: Must be based in Atlanta, GA
Salary: $175,000–$200,000 USD
Company
is a leading financial services company committed to helping individuals and communities reach a better financial future through investment management and retirement solutions.
What you will do
- Act as a senior advocate for the Fixed Income platform among institutional investors, consultants, and external clients.
- Present investment capabilities, conduct portfolio reviews, and support business development efforts to drive asset growth.
- Collaborate with portfolio managers to analyze product data and create thematic presentation books and commentaries.
- Partner with marketing and distribution teams to produce high-quality research, white papers, and RFP responses.
- Serve as a technical investment expert to articulate strategies and differentiate capabilities to institutional decision-makers.
- Conduct market research to identify and share insights regarding the competitive landscape.
Requirements
- Bachelor’s degree in Finance or related field required.
- Minimum 15 years of financial services experience, with 7–10 years specifically in public or private Fixed Income.
- Proven experience in a client-facing investment role such as Client Portfolio Manager, Investment Specialist, or Institutional Consultant.
- Strong executive presence and ability to engage with senior investment professionals.
- Ability to travel approximately 40–60% of the time.
- Deep passion for fixed income markets and demonstrated ability to influence institutional investors.
Nice to have
- MBA degree.
- CFA designation.
Culture & Benefits
- Comprehensive health, dental, vision, and life insurance plans.
- 401(k) savings plan with company matching up to 6%.
- Employer-paid cash balance retirement plan (4%).
- Tuition reimbursement up to $5,250 per year.
- Generous paid time off including 20 days PTO, nine holidays, and a flexible Diversity Celebration Day.
- 40 hours of paid volunteer time per calendar year.
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