Municipal Fixed Income Portfolio Manager

• Manage a large book of fixed income portfolios on behalf of High‑net‑worth clients, trusts, and institutions
• Implement tax sensitive income strategies, with somewhat broad investment authority and act independently within the established VIG (Verification of Investment Guidelines)
• Lead team strategy calls and execute strategic and tactical positioning in accordance with strategy team allocations
• Communicate the Fixed Income Strategies Teams current strategy and deliver market updates to the broader Wealth Investment Management (WIM) community
• Participate in fixed income outreach to internal partners
• Provide on‑going support to generalist advisor partners in their knowledge, awareness, and implementation of fixed income management
• Work with Client Relationship Group (CRG) partners to provide ongoing service to existing clients

Requirements

• 4+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Successfully completed FINRA Series 65 exam to qualify for immediate registration (or FINRA recognized equivalents, such as active Chartered Financial Analyst designation)
• Municipal fixed income trading, research or portfolio management experience
• Municipal Cash Management experience a plus
• Proven ability to generate strong investment performance and deliver business growth strategies
• Ability to develop partnerships and collaborate with other business and functional areas
• Knowledge of Bloomberg and or Bond Edge
• Knowledge of coding languages (VBA, Python, R, SQL)