Portfolio Manager - Fixed Income

Position Summary

Cerity Partners is seeking an experienced and analytical Junior Portfolio Manager - Fixed Income to support the management and oversight of fixed income portfolios. In this role, you will be an integral part of the fixed income team through assisting the Senior Fixed Income Portfolio Manager in the management and trading of separately managed fixed income portfolios primarily using individual bonds (taxable and tax-exempt) and ETFs.

• Daily update of portfolio data for accuracy around positions, cash, structures and distributions
• Monitor portfolio positions to identify potential risks
• Determine bonds needed to maintain desired portfolio structures
• Work with operations on proper trade execution and allocation
• Monitor fixed income offerings and helping identify value
• Conduct research and analysis of fixed income markets and securities
• Monitor external research to highlight risks and opportunities
• Prepare reports and presentations
• Evaluate new and secondary bond issuances
• Handle cash raise needs
• Execute trades for bonds and fixed income ETFs
• Oversee daily cash management with focus on money market funds
• Assist with various other projects as needed
• Follow firm policies and procedures, including all compliance policies as outlined by the company

• 5+ years of experience in investments, fixed income securities, and financial markets
• Bachelor’s degree in finance, economics, business, or related field
• Familiar with Bloomberg and custodial platforms
• Experience with order entry platforms and trade reconciliation
• Understanding of economic, industry, company, and market fundamentals
• Analytical and problem‑solving skills
• Good time management, organizational and communications skills
• Strong attention to detail
• Advanced knowledge of Excel and Power Point

$80,000 - $130,000

• Health, dental, and vision insurance – day 1
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Cerity Partners is an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.