Fixed Income Investment Strategist

Responsibilities

• Serve as the West Coast-based Portfolio Strategist, with primary responsibility for supporting clients, prospects, and business development efforts across the region, while remaining fully integrated with the firm’s centralized Portfolio Strategies Group (PSG)
• Develop and communicate fixed income investment strategies across the firm’s separately managed account (SMA) platform
• Contribute to and provide input into PFMAM’s Fixed Income and Risk Management Working Group discussions, translating committee views into portfolio positioning and client‑facing messaging
• Synthesize economic, market, and portfolio insights into actionable strategy views; collaborate with Portfolio Strategists, Quantitative Analysts, and Portfolio Managers to support investment decision‑making
• Develop and maintain strategy guidance and market positioning materials for use across client‑facing teams, updating regularly based on market conditions
• Own and standardize the development of market updates and investment strategy materials for firm‑wide use, ensuring consistency of messaging across Distribution, Client Service, and Portfolio Management teams
• Serve as a fixed income subject matter expert (SME) and thought partner to internal and external stakeholders; produce thought leadership and educational materials for clients and prospects
• Develop and deliver fixed income education and training for internal teams and external clients, including presentations on market conditions, Federal Reserve policy, portfolio construction, and sector positioning
• Play a lead role in investment strategy positioning for RFPs and finalist presentations, including shaping messaging, coordinating inputs across teams, and ensuring alignment with firm‑wide investment views
• Provide strategic support to large and high‑priority client relationships, delivering tailored portfolio insights and ensuring consistent implementation across mandates
• Serve as a client‑facing representative of the investment team, delivering market updates, portfolio insights, and strategy discussions in client meetings, conferences, and training forums, with a focus on California regional engagement
• Partner with portfolio managers to lead strategy communication, client engagement, and presentation efforts, enabling investment teams to remain focused on portfolio management and trading execution
• Provide enhanced support for large and strategically important client relationships, delivering tailored portfolio strategy insights and ensuring consistent implementation across portfolios
• Act as a feedback conduit between clients and the investment team, incorporating client perspectives, market sentiment, and competitive insights into strategy development and messaging
• Facilitate communication between the investment team, trading desk, and client‑facing teams to improve efficiency, consistency, and delivery of investment solutions across regions

• High school diploma or equivalent
• Five or more years of experience in a consultative investment role
• CFA designation
• Bachelor’s degree in Finance, Economics, Business, Mathematics, or a related field, with a strong academic record
• 5 or more years of relevant experience in portfolio management, trading, strategy development, fixed income investment research, or quantitative analysis
• Demonstrated in-depth knowledge of fixed income securities, markets, and portfolio management principles
• Strong analytical and problem‑solving skills with a high level of attention to detail
• Proven ability to prioritize and manage multiple projects and deadlines simultaneously
• Effective leadership skills and the ability to collaborate within a team‑oriented environment
• Excellent written and verbal communication skills
• Commitment to the highest ethical standards, with a strong sense of personal accountability, risk management, and compliance awareness
• Advanced proficiency in Microsoft Office applications, particularly Excel and Copilot
• Working knowledge of Bloomberg or similar financial data platforms
• Willingness and ability to travel up to 50% as required