Manages fixed income assets for one or more fixed income strategies across Wealth & Asset Management
Operates within established investment policy guidelines providing investment management, client service, and support of new business efforts
Assists more senior Fixed Income Portfolio Managers with major accounts
Responsible and accountable for risk by exchanging ideas and opinions, elevating concerns, and following policies and procedures as defined
Implements policies and programs approved by management and the Investment Committee
Provides support with marketing and relationship management efforts
Builds awareness of new investment strategies, techniques, and products through regular contact with other industry professionals, and through internal and external research
Invests fixed income assets according to the applicable investment policy statement
Assists more senior Fixed Income Portfolio Managers with larger, more complex relationships
Conducts and communicates sector and security research analysis
Aids in the formation and execution of investment strategies

Bachelor's degree required in a related field
Advanced degree, such as MBA encouraged
Professional certification such as a CFA encouraged
Three or more years’ investment experience, including investment decision-making
Solid written, verbal, interpersonal and presentation skills
Effective qualitative, analytical and problem-solving skills
Experience in an environment that stresses both individual accountability and team based performance
Proficient in the use of Microsoft Office software including Word, Excel, and PowerPoint

Fixed Income Portfolio Manager

Key skills