This role is responsible for managing fixed income portfolios for a diverse client base. The Portfolio Manager will be accountable for investment decision-making, trade execution, and continuous portfolio oversight, with a strong focus on achieving client objectives and maintaining effective risk management.
Primary Responsibilities
- Manage and trade short-duration fixed income portfolios composed of U.S. Treasuries, agencies, investment-grade corporates, municipals, securitized products, CDs, and money market instruments.
- Ensure consistent portfolio management across client accounts while aligning with target allocations and unique client mandates.
- Cultivate and maintain strong relationships with Broker-Dealers to ensure optimal market coverage and best execution practices.
- Analyze individual securities and sectorsincluding money markets, municipals, corporates, securitized assets, and government securitiesbased on macroeconomic conditions, sector fundamentals, and interest rate outlooks.
- Provide customized analytical support and investment recommendations for clients and prospects in collaboration with sales team to support business development and client service efforts.
- Develop fixed income strategies, contributing to portfolio positioning across LGIPs, Money Market Funds, and Separately Managed Accounts.
