Bachelor's Degree in Finance, Financial Management, or a related field. * Minimum of three (3) ... of experience in fixed income sales/trading. * Possess and maintain all applicable securities ...
Bachelor's Degree in Finance, Financial Management, or a related field. * Minimum of three (3) ... of experience in fixed income sales/trading. * Possess and maintain all applicable securities ...
Bachelor's Degree in Finance, Financial Management, or a related field. * Minimum of three (3) ... of experience in fixed income sales/trading. * Possess and maintain all applicable securities ...
Bachelor's Degree in Finance, Financial Management, or a related field. * Minimum of three (3) ... of experience in fixed income sales/trading. * Possess and maintain all applicable securities ...
Bachelor's Degree in Finance, Financial Management, or a related field. * Minimum of three (3) ... of experience in fixed income sales/trading. * Possess and maintain all applicable securities ...
Bachelor's Degree in Finance, Financial Management, or a related field. * Minimum of three (3) ... of experience in fixed income sales/trading. * Possess and maintain all applicable securities ...
JOB SUMMARY * The Portfolio Manager provides relationship management and credit support to ... and processing fixed rate conversion requests, interfacing with partners (Farm Credit and ...
JOB SUMMARY * The Portfolio Manager provides relationship management and credit support to ... and processing fixed rate conversion requests, interfacing with partners (Farm Credit and ...
Bachelor's Degree in Finance, Financial Management, or a related field. * Minimum of three (3) ... of experience in fixed income sales/trading. * Possess and maintain all applicable securities ...
Bachelor's Degree in Finance, Financial Management, or a related field. * Minimum of three (3) ... of experience in fixed income sales/trading. * Possess and maintain all applicable securities ...
Senior Portfolio Manager
Dallas, TX · On-site
On site at a Dallas location listed in the job posting Summary The Senior Portfolio Manager ... fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation ...
Senior Portfolio Manager
Dallas, TX · On-site
On site at a Dallas location listed in the job posting Summary The Senior Portfolio Manager ... fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation ...
Bachelor's Degree in Finance, Financial Management, or a related field. * Minimum of three (3) ... of experience in fixed income sales/trading. * Possess and maintain all applicable securities ...
Bachelor's Degree in Finance, Financial Management, or a related field. * Minimum of three (3) ... of experience in fixed income sales/trading. * Possess and maintain all applicable securities ...
Regional Director, External Wholesaler, Texas / Midwest A multi-billion dollar investment management firm specializing in fixed income portfolios on behalf of high-net-worth, ultra-high-net-worth ...
Regional Director, External Wholesaler, Texas / Midwest A multi-billion dollar investment management firm specializing in fixed income portfolios on behalf of high-net-worth, ultra-high-net-worth ...
Portfolio Manager
Round Rock, TX · On-site
JOB SUMMARY * The Portfolio Manager provides relationship management and credit support to ... and processing fixed rate conversion requests, interfacing with partners (Farm Credit and ...
Portfolio Manager
Round Rock, TX · On-site
JOB SUMMARY * The Portfolio Manager provides relationship management and credit support to ... and processing fixed rate conversion requests, interfacing with partners (Farm Credit and ...
... Portfolio Manager FLSA Status : Exempt Reports to : WM-Trust Director of Portfolio Management Job ... Executes trades (fixed income, equity and mutual funds) and completes compliance reviews, as needed.
Quick apply
... Portfolio Manager FLSA Status : Exempt Reports to : WM-Trust Director of Portfolio Management Job ... Executes trades (fixed income, equity and mutual funds) and completes compliance reviews, as needed.
Execute regular validations to ensure inputs to research, portfolio management, and client ... Knowledge and experience in fixed income, derivative pricing and applying machine learning in asset ...
Execute regular validations to ensure inputs to research, portfolio management, and client ... Knowledge and experience in fixed income, derivative pricing and applying machine learning in asset ...
Execute regular validations to ensure inputs to research, portfolio management, and client ... Knowledge and experience in fixed income, derivative pricing and applying machine learning in asset ...
Execute regular validations to ensure inputs to research, portfolio management, and client ... Knowledge and experience in fixed income, derivative pricing and applying machine learning in asset ...
Bachelor's Degree in Finance, Financial Management, or a related field. * Minimum of three (3) ... of experience in fixed income sales/trading. * Possess and maintain all applicable securities ...
Bachelor's Degree in Finance, Financial Management, or a related field. * Minimum of three (3) ... of experience in fixed income sales/trading. * Possess and maintain all applicable securities ...
Bachelor's Degree in Finance, Financial Management, or a related field. * Minimum of three (3) ... of experience in fixed income sales/trading. * Possess and maintain all applicable securities ...
Bachelor's Degree in Finance, Financial Management, or a related field. * Minimum of three (3) ... of experience in fixed income sales/trading. * Possess and maintain all applicable securities ...
Bachelor's Degree in Finance, Financial Management, or a related field. * Minimum of three (3) ... of experience in fixed income sales/trading. * Possess and maintain all applicable securities ...
Bachelor's Degree in Finance, Financial Management, or a related field. * Minimum of three (3) ... of experience in fixed income sales/trading. * Possess and maintain all applicable securities ...
Executive Client Relationship Management * Build and maintain long-term relationships with key institutional clients, serving as a primary advisor on fixed income strategies. * Identify and pursue ...
Executive Client Relationship Management * Build and maintain long-term relationships with key institutional clients, serving as a primary advisor on fixed income strategies. * Identify and pursue ...
Trading & Operations Associate
Dallas, TX · On-site
Manage operational and portfolio management reporting, including but not limited to, asset flow ... Allocate Fixed Income trades, ensuring accurate booking of bond trades into accounts as received ...
Trading & Operations Associate
Dallas, TX · On-site
Manage operational and portfolio management reporting, including but not limited to, asset flow ... Allocate Fixed Income trades, ensuring accurate booking of bond trades into accounts as received ...
Trading & Operations Associate
Dallas, TX · On-site
Manage operational and portfolio management reporting, including but not limited to, asset flow ... Allocate Fixed Income trades, ensuring accurate booking of bond trades into accounts as received ...
Quick apply
Trading & Operations Associate
Dallas, TX · On-site
Manage operational and portfolio management reporting, including but not limited to, asset flow ... Allocate Fixed Income trades, ensuring accurate booking of bond trades into accounts as received ...
Trading & Operations Associate
Dallas, TX · On-site
Manage operational and portfolio management reporting, including but not limited to, asset flow ... Allocate fixed income trades, ensuring accurate booking of bond trades into accounts as received ...
Trading & Operations Associate
Dallas, TX · On-site
Manage operational and portfolio management reporting, including but not limited to, asset flow ... Allocate fixed income trades, ensuring accurate booking of bond trades into accounts as received ...
Trading & Operations Associate
Dallas, TX · On-site
Manage operational and portfolio management reporting, including but not limited to, asset flow ... Allocate Fixed Income trades, ensuring accurate booking of bond trades into accounts as received ...
Trading & Operations Associate
Dallas, TX · On-site
Manage operational and portfolio management reporting, including but not limited to, asset flow ... Allocate Fixed Income trades, ensuring accurate booking of bond trades into accounts as received ...
Fixed Income Portfolio Manager information
See Texas salary details
$34.5K - $47.2K
9% of jobs
$47.2K - $60K
15% of jobs
$61.3K is the 25th percentile. Wages below this are outliers.
$60K - $72.7K
15% of jobs
The median wage is $82.7K / yr.
$72.7K - $85.5K
15% of jobs
$85.5K - $98.2K
10% of jobs
$98.2K - $111K
9% of jobs
$115.4K is the 75th percentile. Wages above this are outliers.
$111K - $123.7K
11% of jobs
$123.7K - $136.4K
10% of jobs
$136.4K - $149.2K
5% of jobs
$149.2K - $161.9K
2% of jobs
$161.9K - $174.7K
1% of jobs
$34.5K
$93.6K
$174.7K
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?

SWBC rating
6.5
Based on 17 frontline employees who took The Breakroom Quiz
Job description
SWBC is seeking a talented individual to establish relationships with insurance companies, institutional accounts, and separately managed accounts (SMAs). The ideal candidate will have a proven track record in fixed income sales and a deep understanding of the financial services market.
Why you'll love this role:
In this role, you will have the opportunity to leverage best in class products and thrive within a growing division that works tirelessly to eliminate hurdles and foster growth.
Essential duties include the following:
- Solicits and facilitates fixed income sales with institutional, middle market accounts, credit unions, and banks.
- Generates sales to existing customer base and develop new prospects through consistent telephone contact and in-person visits.
- Prepares proposals to sell fixed income inventory and cross-sell relationships with existing accounts.
- Attends and present at industry conferences and events to deepen client relationships and expand the client base.
- Collaborates with the trading desk to provide clients with the best possible solutions and market insights.
- Maintains and grows franchise relationships with clients, focusing on dollar block products and USD products.
- Actively engages with clients to keep informed of market and competitor activities.
- Develops new products and clients as appropriate.
- Ensures accurate data reporting and review daily material client revenues.
Serious candidates will possess the minimum qualifications:
- Bachelor's Degree in Finance, Financial Management, or a related field.
- Minimum of three (3) years of experience in fixed income sales/trading.
- Possess and maintain all applicable securities licenses (Series 7 and Series 63).
- Broad knowledge of the financial institution securities market and investment vehicles.
- Strong understanding of financial institution lending and service operations.
- Proven abilities in consulting with clients utilizing influencing and client engagement skills.
- Excellent interpersonal, communication, and organizational skills.
- Strong time management skills to balance all components of the sales process from prospecting leads to post-sale follow-up and reporting.
- Proficiency in Microsoft Office products, including Word and Excel.
- Ability to travel nationally and locally as required.
SWBC offers*:
- Competitive overall compensation package
- Work/Life balance
- Employee engagement activities and recognition awards
- Years of Service awards
- Career enhancement and growth opportunities
- Leadership Academy and Mentor Program
- Continuing education and career certifications
- Variety of healthcare coverage options
- Traditional and Roth 401(k) retirement plans
- Lucrative Wellness Program
*Based upon employee eligibility
Additional Information:
SWBC is a Substance-Free Workplace and requires pre-employment drug testing.
Please note, SWBC does not hire tobacco users as allowed by law.
To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.
About SWBC
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
San Antonio, TX, US
Year founded
1976