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Fixed Income Portfolio Manager Remote information
What does a fixed income portfolio manager do when working remotely?
What are the key skills and qualifications needed to thrive as a fixed income portfolio manager working remotely?
What are some common challenges faced by fixed income portfolio managers working remotely, and how can they be effectively addressed?
What is the difference between Fixed Income Portfolio Manager Remote vs Fixed Income Analyst Remote?
| Aspect | Fixed Income Portfolio Manager Remote | Fixed Income Analyst Remote |
|---|---|---|
| Credentials | Typically requires CFA, FINRA licenses, or advanced degrees | Often requires a bachelor's or master's in finance or related field |
| Work Environment | Leads investment strategies, manages portfolios, interacts with clients | Researches securities, analyzes market data, supports portfolio decisions |
| Employer & Industry Usage | Asset management firms, hedge funds, institutional investors | Investment banks, asset managers, research firms |
| Search & Comparison Intent | Looking for senior investment roles with decision-making authority | Seeking entry to mid-level research and analysis roles |
The main difference between a Fixed Income Portfolio Manager Remote and a Fixed Income Analyst Remote lies in their responsibilities and experience level. Portfolio managers oversee investment strategies and client portfolios, requiring advanced credentials and experience. Analysts focus on researching securities and supporting investment decisions. Both roles are integral to fixed income investing but differ in scope and seniority.
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The top searched job categories for Fixed Income Portfolio Manager Remote jobs in Iowa are:
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Cities in Iowa with the most Fixed Income Portfolio Manager Remote job openings:

Full-time
Medical, Retirement, PTO
Re-posted 16 days ago
Job description
If you're looking for a special place to build or grow your career, you've found it. Whether you're an experienced professional, a recent college graduate or somewhere in between, IDEX is a place where you can apply your existing skills and learn new ones in an environment where you can make an impact.
With interesting opportunities in engineering, marketing, sales, supply chain, operations, HR, finance, and more across more than 40 diverse businesses around the globe, chances are, we have something special for you.
The Sales Manager - OEM owns Viking Pump's most strategically important OEM accounts - the top-priority customers that represent the highest concentration of revenue and long-term growth potential. Reporting to the Business Line Director of Direct Sales, this is a remote, field-facing individual contributor role that carries significant commercial responsibility. You will be Viking's primary face with these accounts: orchestrating account strategy, navigating complex buying processes, aligning Viking's product capabilities to OEM specifications, and delivering profitable growth quarter over quarter. Proactively identify and generate new sales leads through research, networking, and developing market maps to maximize new and existing OEM orders and sales.
PRIMARY DUTIES AND RESPONSIBILITIES:
Strategic Account Ownership
Own a defined portfolio of top-priority OEM accounts and execute structured, multi-level account plans that identify growth levers, competitive threats, and relationship gaps at each customer.
Lead quarterly business reviews with key OEM stakeholders - engineering, procurement, and operations - presenting Viking's value proposition in terms of uptime, total cost of ownership, and application fit.
Map the full decision-making landscape at each account (technical, commercial, executive) and build relationships at every relevant level to protect against single-point-of-failure exposure.
Identify whitespace - new product lines, platforms, geographies, or subsidiaries - within existing OEM accounts and build expansion plans with clear timelines and revenue targets.
Revenue & Margin Growth
Deliver year-over-year revenue growth across the OEM portfolio, with specific annual targets set in partnership with the Business Line Director.
Protect and improve gross margin by anchoring pricing conversations to Viking's documented technical differentiation, application expertise, and total cost of ownership - not on commodity price comparison.
Negotiate pricing, terms, and commercial agreements within approved frameworks; escalate exceptions with clear business justification and context.
Coordinate with Viking's internal operations, product management, and finance teams to structure deals that are both commercially competitive and operationally deliverable.
Pipeline Development & Management
Build and maintain a qualified, stage-appropriate pipeline in Microsoft Dynamics CRM, with 3x coverage ratio relative to annual quota at all times.
Maintain accurate opportunity records in Microsoft Dynamics - including account activity, contact notes, deal stage, expected close date, and revenue forecast - with weekly updates.
Develop and execute prospecting plans to expand relationships within existing OEM accounts, targeting new platforms, product families, or sites not currently purchasing Viking products.
Deliver a monthly revenue forecast to the Business Line Director with 10% variance to actual results over a rolling 90-day window.
Customer Engagement & Coverage
Maintain 90% scheduled coverage of priority OEM accounts, executing structured face-to-face or virtual touchpoints aligned to each customer's buying cycle and strategic planning calendar.
Serve as the primary internal escalation point for your OEM accounts - coordinate across Viking's customer service, engineering, and operations teams to resolve issues and close service gaps within agreed SLAs.
Conduct annual customer satisfaction assessments at each key account and drive internal action plans in response to scores below target thresholds.
Represent Viking at customer facilities, trade shows, and OEM industry events as required to maintain visibility, gather competitive intelligence, and advance strategic relationships.
Application & Specification Alignment
Engage Viking's OEM customers at the engineering and specification level, translating Viking's product portfolio into specific application recommendations that solve real design challenges.
Influence OEM equipment specifications early in the product development cycle to embed Viking Pump as the preferred or sole-source supplier before competitive alternatives are evaluated.
Partner with Viking's internal application engineering and product management teams to match customer technical requirements to existing product lines or identify gaps warranting new product development.
Provide structured field feedback on product performance, competitive positioning, and unmet customer needs to support Viking's product roadmap.
Intranet & Internal Systems Administration
Maintain complete, accurate, and current account data in Microsoft Dynamics CRM - contacts, account hierarchy, opportunity pipeline, and activity history - as the foundation for Viking's commercial intelligence on your accounts.
Leverage Viking's quoting tools and OEM customer portals to manage pricing, track orders, and coordinate delivery expectations across your account portfolio.
Use Microsoft 365 tools (Teams, Excel, PowerPoint, Outlook) to prepare business reviews, account plans, forecasts, and internal stakeholder communications that are sharp, data-driven, and decision-ready.
EDUCATION AND/OR EXPERIENCE REQUIREMENTS:
5+ years of direct B2B sales experience, with at least 3 years managing complex OEM or industrial accounts in a manufactured goods environment (pumps, fluid handling, rotating equipment, or adjacent industrial categories preferred).
Demonstrated track record of managing multi-stakeholder OEM accounts - including engineering, procurement, and executive contacts - through full sales cycles from specification influence to purchase order.
Experience using a CRM platform (Microsoft Dynamics or Salesforce) as a primary sales tool - pipeline management, forecasting, and opportunity documentation are second nature.
Familiarity with OEM commercial structures: consignment, blanket orders, preferred supplier agreements, and specification lock-in strategies (ideal but not required).
Experience selling a technical product requiring application-level knowledge and the ability to credibly engage with engineering audiences (ideal but not required).
OTHER SPECIAL REQUIREMENTS:
Certain positions with IDEX Corporation and its business units require access to controlled goods and technologies subject to the International Traffic in Arms Regulations or the Export Administration Regulations. Applicants for these positions may need to be "U.S. Persons," as defined in these regulations. Generally, a "U.S. Person" is a U.S. citizen, U.S. national, lawful permanent resident, or an individual who has been granted refugee or asylum status.
Commercially driven - you understand the difference between activity and revenue, and you consistently prioritize the actions most likely to close business or protect margin.
Technically credible - you can engage with an OEM engineer on application requirements, translate that back to a product recommendation, and defend that recommendation under scrutiny without relying on engineering support for every customer conversation.
Relationship builder - you invest in relationships at multiple levels within a customer organization, and you maintain those relationships between active deals - not just when there's an opportunity to close.
Disciplined operator - your CRM is current, your forecasts are grounded, your follow-throughs are reliable. You treat internal stakeholders as customers and deliver on commitments to them with the same urgency you bring to external accounts.
Resilient traveler - you're comfortable spending approximately 50% of your time in the field, at customer sites, and at industry events, and you manage your schedule and energy accordingly.
Strategic thinker - you can hold both a quarterly quota and a 3-year account strategy in your head simultaneously, and you make near-term decisions with long-term positioning in mind.
TOOLS & TECHNICAL SKILLS:
Microsoft Dynamics CRM - required; must be able to manage pipeline, log activity, and generate forecasts without training.
Microsoft 365 (Outlook, Teams, Excel, PowerPoint) - required; used daily for account plans, business reviews, and internal coordination.
OEM customer portals - required; experience navigating procurement, forecasting, and order management portals common to large OEM customers.
Viking Pump quoting tools - preferred; experience with Viking's internal quoting environment or comparable manufacturer CPQ tools is a plus.
Familiarity with positive displacement pump principles, fluid handling systems, or comparable rotating equipment (ideal but not required - application training provided).
WORK ENVIRONMENT REQUIREMENTS:
Ability to move within office and manufacturing complex, write by hand and keyboard, and perform general office functions.
Ability to communicate by speech and hearing via phone and in person.
Visual acuity needed for close detail work and computer use.
General manufacturing, warehouse and office environment.
Are you ready to join a different kind of company where our people, our culture, and our commitments are centered around providing trusted solutions that improve lives around the world?
Total Rewards
The compensation range for this position is $83,800.00 - $125,600.00, depending on experience. This position may be eligible for performance based bonus plan.Benefits Package
Our comprehensive U.S. benefit offerings include: Health benefits, 401(k) retirement savings program with company match, PTO, and more. More information on our benefits and rewards can be found on our career page:https://www.idexcorp.com/careers/our-benefits-and-rewards/
IDEX is an Equal Opportunity Employer. IDEX gives consideration for employment to qualified applicants without regard to race, color, religion, creed, genetic information, sex, sexual orientation, gender identity or expression, marital status, age, national origin, disability, protected veteran status, or any other consideration or protected category made unlawful by federal, state or local laws.
Attention Applicants: If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, please let us know.Likewise, if you are limited in the ability to access or use this online application process and need an alternative method for applying, we will determine an alternate way for you to apply. Please contact our Talent Acquisition Team at lfcareers@idexcorp.com for assistance with an accommodation. These contact tools may be used only by individuals with a disability for accommodation requests. Do not inquire as to the status of an application.
This posting is for an existing vacancy.Artificial intelligence is not used to screen, assess or select applicants.About IDEX
Sourced by ZipRecruiter
IDEX Corporation is a global leader in fluid and metering technologies, providing a wide range of solutions for various industries. With a diverse portfolio of highly engineered products, IDEX serves customers in sectors such as healthcare, life sciences, food and beverage, water and wastewater, energy, and more. IDEX's innovative solutions help their customers optimize processes, enhance efficiency, and improve safety. IDEX's product offerings include precision fluid handling systems, pumps, valves, meters, dispensing equipment, and other specialty products. These technologies are designed to meet rigorous standards and deliver reliable performance in critical applications.
Industry
Manufacturing
Company size
5,001 - 10,000 Employees
Headquarters location
Lake Forest, IL, US
Year founded
1988