Assistant Fixed Income Portfolio Manager/Analyst | Atlanta, Georgia

Reference Number: MHH7445
Location: Atlanta, Georgia

Judson Group has been retained by a leading holistic independent financial advisory firm in the search to add an Assistant Fixed Income Portfolio Manager/Analyst to its growing wealth management practice. This position will be best suited for an individual with expertise in fixed income strategy/allocation, short-duration fixed income portfolio management, and fixed income manager due diligence.

We are seeking strong candidates that have at least five years of hands-on fixed income experience. The role requires the construction, security selection, risk management, research, analysis and execution within multiple conservative investment strategies.

Responsibilities:

  • Management of separately managed, short-duration, investment-grade fixed income portfolios, for high net worth and institutional clients
  • Monitor cash levels and maturities in portfolios for redeployment
  • Handle trade execution, allocation, and settlement of bond holdings
  • Prepare investment review materials for client meetings
  • Collaborate with the operations team on reporting to clients and accountants
  • Provide due diligence on the fixed income funds on the approved fund roster
  • Assist due diligence efforts on fixed income private market funds
  • Provide timely commentary and investible insights on fixed income markets to portfolio managers
  • Contribute to the quarterly Market Outlook
  • Respond to Senior Financial Advisors regarding specific client/prospect requests for fixed income analysis

Requirements:

  • Bachelor’s degree required; Master’s degree preferred
  • CFA and/or other professional designations strongly preferred
  • 5+ years of Fixed Income experience, preferably as a strategist or portfolio manager for HNW clients
  • Must be an outstanding communicator and self-starter
  • Possess comprehensive Fixed Income and investment knowledge, as well as a thorough understanding of the wealth management industry
  • Familiarity with Bloomberg, Morningstar, Factset, Black Diamond, and ClearWater Analytics

Compensation: Attractive compensation package including base salary and benefits

Location: Atlanta, Georgia

Reference Number: MHH7445

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