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Portfolio Manager I - Fixed Income

Boston, Massachusetts;

Job Description:

The Portfolio Manager within the Chief Investment Office (CIO) will be responsible for managing a variety of Fixed Income separately managed accounts (SMAs), portfolio construction and strategy implementation, with the goal of driving strong investment performance on a risk-adjusted basis. The candidate will conduct all aspects of managing portfolios day to day, including trade execution, positioning oversight, and documenting account activities and client interactions. She/He will also support a range of client-service activities and outreach as well as contribution to investment strategy.

Role Responsibilities:

•            Implement CIO Fixed Income Investment strategies within client portfolios

•            Daily monitoring of portfolio positioning, identifying appropriate trades in order to manage portfolios to investment targets and models (e.g. credit quality, duration, curve, and security selection), overdrafts, rash raises, etc. 

•            Ensure timely enrollment of new accounts onto trading and portfolio management platform (Charles River) and investment of new funds 

•            Interact with Private Bank partners to communicate team capabilities/solutions as well as resolve client questions  

•            Partner with Senior Fixed Income PMs to deepen existing client relationships and provide additional capacity to engage prospective clients

•            Prepare client presentations and new business materials. Resolve ad hoc client requests

•            Create and build investment content for prospect presentations and investment reviews for existing clients

•            Contribute expertise and views to the development of the Fixed Income team’s investment strategy and portfolio positioning


•            4-7 years of relevant Fixed Income experience (portfolio management, trading, or credit research) or experience in an investment decision making role working with high net worth clients and ultra-high net worth clients

•            Strong relationship management and polished communication skills 

•            Ability to manage multiple deliverables simultaneously, work independently, but also support broader team efforts

•            Curiosity, knowledge and enthusiasm for the securities and financial market

•            Organized, attention to detail and can juggle multiple deliverables at the same time without sacrificing quality of work

•            Strong analytical and problem-solving skills

•            Bachelor’s degree required. MBA/CFA or progress towards CFA preferred


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 5% of the time