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