Reference Number: MHH7796
Location: The Woodlands, Texas

Judson Group is proud to partner with a successful, boutique fee-only wealth management firm in The Woodlands, TX in the search for a Fixed Income Portfolio Manager. This firm is known for its deeply rooted values, collaborative culture, and unwavering commitment to delivering an exceptional client experience. They are a tight-knit, supportive team that values mutual respect, personal growth, professional excellence, and a shared dedication to doing what’s right for clients.

We are seeking a highly skilled and values-driven Fixed Income Portfolio Manager to lead the design and management of high-quality municipal and taxable fixed-income portfolios. In this role, you will play a key part in shaping client outcomes by delivering consistent, tax-efficient returns aligned with each client’s goals and the firm’s broader investment philosophy. The Fixed Income Portfolio Manager is responsible for developing, implementing, and overseeing fixed-income strategies across client portfolios, with a primary focus on municipal bonds.

This position requires strong analytical skills, disciplined risk management, and a deep understanding of market dynamics to ensure portfolios remain aligned with client objectives, regulatory requirements, and the firm’s investment philosophy. You’ll also serve as a trusted resource for internal teams and clients, providing insights, clear communication, and thoughtful guidance on fixed-income trends, opportunities, and portfolio decisions.

Why You’ll Love This Role:

• Your work directly influences client financial success, and your decisions are recognized and valued at every level.
• You’ll lead the fixed-income conversation, driving municipal research, strategy development, and execution.
• You’ll join a collaborative, client-first culture that blends analytical rigor with integrity, trust, and strong values.
• You’ll have the autonomy to shape portfolio strategy, contribute new ideas, and help elevate the firm’s investment platform.
• You’ll partner closely with planning professionals and senior leadership, offering both mentorship opportunities and meaningful cross-team collaboration.
• Your growth matters—professionally and personally. You’ll be supported by a team that invests in expertise, encourages innovation, and celebrates excellence.

What You’ll Be Doing:

• Construct, monitor, and optimize municipal and taxable fixed-income portfolios aligned with clients’ long-term goals and risk profiles.
• Conduct timely and thorough market research, with an emphasis on the municipal market, credit analysis, and economic trends.
• Implement strategies designed to enhance portfolio performance, improve tax efficiency, and manage duration, credit, and liquidity risk.
• Ensure ongoing compliance with investment guidelines, regulatory standards, and fiduciary responsibilities.
• Maintain strong client relationships through transparent communication, reporting, and education on fixed-income strategies.
• Collaborate closely with the Planning Team to ensure accurate and efficient execution of investment decisions.
• Lead and support internal team members, fostering a culture of excellence, accountability, and continuous improvement.
• Contribute to the firm’s overall strategic direction and long-term growth by identifying opportunities to enhance the investment platform.
• Maintain portfolios in alignment with the firm’s investment philosophy, emphasizing disciplined risk controls around credit quality, duration, liquidity, and diversification.
• Actively manage municipal portfolios to optimize tax efficiency through thoughtful structure selection, credit analysis, and opportunistic trading.
• Develop and execute fixed-income strategies that reflect both current market conditions and long-term macroeconomic themes.
• Conduct ongoing credit, sector, and relative-value analysis to uncover opportunities and proactively avoid deteriorating credits.
• Monitor interest-rate movements, yield curve shifts, and economic indicators to inform strategic positioning.
• Provide original insights and recommendations to the CIO and investment committee, contributing to firmwide strategy discussions.
• Partner closely with wealth advisors and portfolio management teams to ensure fixed-income allocations support client goals and overall financial plans.
• Clearly communicate portfolio positioning, performance drivers, and market outlooks to internal stakeholders and, when appropriate, directly to clients.
• Support advisor education by translating complex fixed-income concepts into accessible, client-friendly explanations.
• Ensure all trading, reporting, and portfolio activity align with regulatory requirements and internal compliance standards.
• Maintain accurate and timely portfolio data, documentation, and analytics within firm systems (e.g., Bloomberg, custodial platforms).
• Work collaboratively with operations and compliance teams to ensure seamless execution, data integrity, and audit readiness.
• Stay up to date on market trends, credit developments, regulatory changes, and new fixed-income instruments.
• Mentor junior analysts or associates to help build the firm’s internal bench of investment talent.
• Contribute to the firm’s thought leadership through fixed-income updates, research notes, white papers, or client communications.
• Support firm growth and client retention through strong investment performance, trusted relationships, and clear communication.

What We’re Looking For:

• Bachelor’s degree in Finance, Economics, or related field.
• CFA required.
• Minimum 7+ years of experience managing fixed income portfolios or a comparable investment management role.
• Deep understanding of municipal bond markets, credit research, and fixed-income portfolio construction.
• Demonstrated knowledge of taxable fixed-income sectors, including corporate bonds, Treasuries, and structured products.
• Exceptional analytical, quantitative, and communication skills.
• Proficiency with portfolio management and analytics tools (Bloomberg, FactSet, or similar systems).

Compensation & Benefits:

• Highly competitive base salary + bonus opportunities
• Full suite of benefits

Reference Number: MHH7796
Location: The Woodlands, Texas