Performance & Insights Manager architecting the revenue engine at Renowned by optimizing CRM data and building insightful dashboards. Collaborating across marketing, sales, and finance for global strategy.
About the role
- Municipal Fixed Income Portfolio Manager on the Fixed Income Strategies Team managing high-net-worth portfolios. Implementing tax-sensitive income strategies and collaborating with advisors.
Responsibilities
- 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 BondEdge
- Knowledge of coding languages (VBA, Python, R, SQL)
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Job title
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Tech skills
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