... support fixed income, equity, and alternative investment portfolio activities for Westfield ... portfolio activities by gathering economic, sector, sub-asset class, security, fund, and manager ...
... support fixed income, equity, and alternative investment portfolio activities for Westfield ... portfolio activities by gathering economic, sector, sub-asset class, security, fund, and manager ...
... support fixed income, equity, and alternative investment portfolio activities for Westfield ... portfolio activities by gathering economic, sector, sub-asset class, security, fund, and manager ...
... support fixed income, equity, and alternative investment portfolio activities for Westfield ... portfolio activities by gathering economic, sector, sub-asset class, security, fund, and manager ...
Senior Treasury Analyst
Cincinnati, OH · On-site
For those aligned to the Investment Portfolio function, experience with fixed income portfolio management and analysis with emphasis on mortgage backed securities required. * Financial services ...
Senior Treasury Analyst
Cincinnati, OH · On-site
For those aligned to the Investment Portfolio function, experience with fixed income portfolio management and analysis with emphasis on mortgage backed securities required. * Financial services ...
Senior Treasury Analyst
Cincinnati, OH · On-site
For those aligned to the Investment Portfolio function, experience with fixed income portfolio management and analysis with emphasis on mortgage backed securities required. * Financial services ...
Senior Treasury Analyst
Cincinnati, OH · On-site
For those aligned to the Investment Portfolio function, experience with fixed income portfolio management and analysis with emphasis on mortgage backed securities required. * Financial services ...
The CAPEX and Portfolio Manager oversees all 15 plants and collaborates closely with Plant Managers ... project teams with fixed asset evaluation and the initiation of depreciation processes.
The CAPEX and Portfolio Manager oversees all 15 plants and collaborates closely with Plant Managers ... project teams with fixed asset evaluation and the initiation of depreciation processes.
CAPEX & Portfolio Manager
Perrysburg, OH · On-site
The CAPEX and Portfolio Manager oversees all 15 plants and collaborates closely with Plant Managers ... project teams with fixed asset evaluation and the initiation of depreciation processes.
CAPEX & Portfolio Manager
Perrysburg, OH · On-site
The CAPEX and Portfolio Manager oversees all 15 plants and collaborates closely with Plant Managers ... project teams with fixed asset evaluation and the initiation of depreciation processes.
CAPEX & Portfolio Manager
Perrysburg, OH · On-site
The CAPEX and Portfolio Manager oversees all 15 plants and collaborates closely with Plant Managers ... project teams with fixed asset evaluation and the initiation of depreciation processes.
Quick apply
CAPEX & Portfolio Manager
Perrysburg, OH · On-site
The CAPEX and Portfolio Manager oversees all 15 plants and collaborates closely with Plant Managers ... project teams with fixed asset evaluation and the initiation of depreciation processes.
JOB SUMMARY The Vice President, Senior Portfolio Manager - Private Asset-Backed Finance (ABF) is ... The associate will partner with the public Securitized Fixed Income team with respect to both ...
JOB SUMMARY The Vice President, Senior Portfolio Manager - Private Asset-Backed Finance (ABF) is ... The associate will partner with the public Securitized Fixed Income team with respect to both ...
Overview JOB SUMMARY The Vice President, Senior Portfolio Manager - Private Asset-Backed Finance ... The associate will partner with the public Securitized Fixed Income team with respect to both ...
Overview JOB SUMMARY The Vice President, Senior Portfolio Manager - Private Asset-Backed Finance ... The associate will partner with the public Securitized Fixed Income team with respect to both ...
Overview JOB SUMMARY The Vice President, Senior Portfolio Manager - Private Asset-Backed Finance ... The associate will partner with the public Securitized Fixed Income team with respect to both ...
Overview JOB SUMMARY The Vice President, Senior Portfolio Manager - Private Asset-Backed Finance ... The associate will partner with the public Securitized Fixed Income team with respect to both ...
Fixed Income Mortgage Trading Associate I
Cincinnati, OH · On-site
$35K - $48K/yr
The Fixed Income Mortgage Trading Associate I supports Fifth Third's Institutional and Retail Sales ... Monitor, reconcile, and manage inventory positions within departmental policy limits. * File ...
Fixed Income Mortgage Trading Associate I
Cincinnati, OH · On-site
$35K - $48K/yr
The Fixed Income Mortgage Trading Associate I supports Fifth Third's Institutional and Retail Sales ... Monitor, reconcile, and manage inventory positions within departmental policy limits. * File ...
Fixed Income Mortgage Trading Associate I
Cincinnati, OH · On-site
$35K - $48K/yr
The Fixed Income Mortgage Trading Associate I supports Fifth Third's Institutional and Retail Sales ... Monitor, reconcile, and manage inventory positions within departmental policy limits. * File ...
Fixed Income Mortgage Trading Associate I
Cincinnati, OH · On-site
$35K - $48K/yr
The Fixed Income Mortgage Trading Associate I supports Fifth Third's Institutional and Retail Sales ... Monitor, reconcile, and manage inventory positions within departmental policy limits. * File ...
Minimum of five years of Portfolio Management experience with a Trust Department or Asset ... Knowledge of f ixed income securities and their inclusion in an investment portfolio. * Proficiency ...
Minimum of five years of Portfolio Management experience with a Trust Department or Asset ... Knowledge of f ixed income securities and their inclusion in an investment portfolio. * Proficiency ...
Client Relationship Management * Build and sustain long-term relationships with top-tier institutional clients, serving as a primary advisor on fixed income strategies. * Identify and pursue new ...
Client Relationship Management * Build and sustain long-term relationships with top-tier institutional clients, serving as a primary advisor on fixed income strategies. * Identify and pursue new ...
Investment - Senior Analyst
Fairfield, OH · On-site
$82K - $115K/yr
... fixed-income portfolio. Investment grade corporates will be the primary asset class the role ... management/executive officers on securities holdings • assist in the due diligence process of ...
Investment - Senior Analyst
Fairfield, OH · On-site
$82K - $115K/yr
... fixed-income portfolio. Investment grade corporates will be the primary asset class the role ... management/executive officers on securities holdings • assist in the due diligence process of ...
Investment - Senior Analyst
$82K - $115K/yr
... fixed-income portfolio. Investment grade corporates will be the primary asset class the role ... management/executive officers on securities holdings assist in the due diligence process of ...
Investment - Senior Analyst
$82K - $115K/yr
... fixed-income portfolio. Investment grade corporates will be the primary asset class the role ... management/executive officers on securities holdings assist in the due diligence process of ...
The Fixed Income Trading Executive Director is a leadership position responsible for overseeing trading strategy, risk management, and revenue generation across a designated asset class. This role ...
The Fixed Income Trading Executive Director is a leadership position responsible for overseeing trading strategy, risk management, and revenue generation across a designated asset class. This role ...
Portfolio Manager responsible for research, trading and portfolio management activities ... Proficiency with fixed income analytics applications * Demonstrates ability to lead and/or ...
New
Portfolio Manager responsible for research, trading and portfolio management activities ... Proficiency with fixed income analytics applications * Demonstrates ability to lead and/or ...
New
Portfolio Manager responsible for research, trading and portfolio management activities ... Proficiency with fixed income analytics applications * Demonstrates ability to lead and/or ...
New
Portfolio Manager responsible for research, trading and portfolio management activities ... Proficiency with fixed income analytics applications * Demonstrates ability to lead and/or ...
New
Own end-to-end fixed income SMA middle office delivery for CBP, including implementation support, restrictions, portfolio transitions, rebalancing support, exception/break management, and timely ...
Own end-to-end fixed income SMA middle office delivery for CBP, including implementation support, restrictions, portfolio transitions, rebalancing support, exception/break management, and timely ...
Fixed Income Portfolio Manager information
See Ohio salary details
$35.2K - $48.2K
9% of jobs
$48.2K - $61.2K
15% of jobs
$62.6K is the 25th percentile. Wages below this are outliers.
$61.2K - $74.2K
15% of jobs
The median wage is $84.4K / yr.
$74.2K - $87.2K
15% of jobs
$87.2K - $100.2K
10% of jobs
$100.2K - $113.2K
9% of jobs
$117.8K is the 75th percentile. Wages above this are outliers.
$113.2K - $126.2K
11% of jobs
$126.2K - $139.2K
10% of jobs
$139.2K - $152.2K
5% of jobs
$152.2K - $165.2K
2% of jobs
$165.2K - $178.3K
1% of jobs
$35.2K
$95.5K
$178.3K
How much do fixed income portfolio manager jobs pay per year?
What are the key skills and qualifications needed to thrive as a fixed income portfolio manager, and why are they important?
What is the difference between Fixed Income Portfolio Manager vs Bond Analyst?
| Aspect | Fixed Income Portfolio Manager | Bond Analyst |
|---|---|---|
| Primary Role | Oversees and manages fixed income investment portfolios to meet client objectives | Researches, analyzes, and evaluates individual bonds and fixed income securities |
| Required Credentials | Typically CFA, Series 7/63, and relevant finance certifications | Often CFA, Series 7/63, and strong analytical background |
| Work Environment | Asset management firms, investment banks, or institutional investors | Research firms, investment banks, or asset management companies |
| Focus | Portfolio performance, risk management, and client objectives | Security analysis, credit ratings, and bond valuation |
While both roles require strong analytical skills and relevant certifications, the Fixed Income Portfolio Manager focuses on managing entire portfolios and client strategies, whereas the Bond Analyst specializes in analyzing individual bonds to inform investment decisions.
How does a fixed income portfolio manager collaborate with research analysts and traders to optimize portfolio performance?

Full-time
Posted 10 days ago
Westfield Insurance rating
8.7
Based on 12 frontline employees who took The Breakroom Quiz
69th of 304 rated insurance
Job description
Job Summary:
The Associate Investment Analyst applies broad theoretical investment and financial knowledge to support fixed income, equity, and alternative investment portfolio activities for Westfield affiliated companies. Working under close supervision, the role gathers data, prepares basic analysis, monitors assigned information sources, maintains reports, and drafts summaries for review by investment team members to support established portfolio processes and decision making.
This role is not eligible for visa sponsorship.
Job Responsibilities:
- Assists with assigned portfolio activities by gathering economic, sector, sub-asset class, security, fund, and manager information and organizing findings for review by investment team members.
- Prepares basic analysis to support investment review activities, including issuer, credit, equity, alternative investment, performance, risk, liquidity, and valuation information using established methods.
- Monitors assigned market activity, portfolio holdings, cash positions, issuer news, credit spreads, regulatory developments, and economic conditions; escalates notable observations to investment team members.
- Updates and maintains existing financial models, portfolio reports, watch lists, and analytical tools to support understanding of business drivers, security performance, valuation, and risk-return considerations.
- Supports portfolio construction, sub-asset class analysis, attribution, income variance analysis, and annual planning activities by compiling accurate data and preparing routine reporting materials.
- Assists with approved trade support activities by preparing order information, coordinating required documentation, and tracking execution details under direction and established requirements.
- Supports due diligence activities for new and existing investments, fund managers, brokers, third-party advisors, and technology providers by gathering information, completing initial analysis, and documenting findings for review.
- Drafts written summaries, monthly results, sector review materials, ad hoc reports, and presentation support materials for review by investment team members and use with internal and external stakeholders.
- Identifies routine opportunities to improve assigned documentation, data quality, and reporting steps and supports approved updates within defined scope.
- Participates in team strategy discussions, stakeholder calls, and assigned projects by providing data, documentation, and analysis support within defined scope.
- Travels occasionally to support training, industry events, investment or economic research, special assignments, and meetings between office locations.
Job Qualifications:
- Bachelor's degree in Finance, Economics, Accounting, Engineering, Actuarial Science, Mathematics, Business, or a related field, or equivalent training or work experience.
- 0-2 years of experience applying quantitative, qualitative, financial, investment, credit, securities, portfolio, or research concepts to data, coursework, internships, or related work.
Location:
Hybrid - defined as working three or more days per week in the office
Licenses and Certifications:
Chartered Financial Analyst (CFA)
Behavioral Competencies:
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Nimble Learning
Technical Skills:
- Basic Investment Research
- Foundational Financial Modeling
- Portfolio Reporting Support
- Market Data Analysis
- Bloomberg or Similar Market Data Tools
- Microsoft Office
- Trade Support Documentation
This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.
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About Westfield Insurance
Sourced by ZipRecruiter
Industry
Insurance services
Company size
1,001 - 5,000 Employees
Headquarters location
Westfield Center, OH, US
Year founded
1884