ZipRecruiter

Log In

1

Fixed Income Portfolio Manager Jobs in Delafield, WI

Baird

Sr Portfolio Manager- Trust

Milwaukee, WI · On-site

Ongoing tasks include portfolio management, client service and investment review meetings, business ... Knowledge of global equity and fixed income markets along with knowledge of global economic ...

next page

Showing results 1-20

All JobsFixed Income Portfolio JobsFixed Income Portfolio Manager JobsFixed Income Portfolio Manager Jobs in Delafield, WI

Fixed Income Portfolio Manager information

See Delafield, WI salary details

$35.5K

$96.4K

$179.8K

How much do fixed income portfolio manager jobs pay per year?

As of Jul 16, 2026, the average yearly pay for fixed income portfolio manager in Delafield, WI is $96,354.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,800.00 and $124,700.00 per year, depending on experience, location, and employer.

How much money do portfolio managers make?

Fixed income portfolio managers typically earn a base salary ranging from $80,000 to $150,000 annually, with total compensation often including bonuses that can significantly increase earnings, sometimes reaching $200,000 or more. Compensation varies based on experience, firm size, location, and performance, and advanced certifications like the CFA can enhance earning potential.

What are the key skills and qualifications needed to thrive as a Fixed Income Portfolio Manager, and why are they important?

To thrive as a Fixed Income Portfolio Manager, you need strong analytical skills, deep understanding of fixed income markets, and typically a degree in finance, economics, or a related field, often supplemented by a CFA designation. Proficiency with financial modeling tools such as Bloomberg Terminal, Excel, and risk management systems is commonly required. Exceptional decision-making, attention to detail, and clear communication are vital soft skills for managing client expectations and collaborating with team members. These capabilities ensure effective portfolio construction, risk mitigation, and achievement of client investment objectives in a complex market environment.

What is the difference between Fixed Income Portfolio Manager vs Bond Analyst?

AspectFixed Income Portfolio ManagerBond Analyst
Primary RoleOversees and manages fixed income investment portfolios to meet client objectivesResearches, analyzes, and evaluates individual bonds and fixed income securities
Required CredentialsTypically CFA, Series 7/63, and relevant finance certificationsOften CFA, Series 7/63, and strong analytical background
Work EnvironmentAsset management firms, investment banks, or institutional investorsResearch firms, investment banks, or asset management companies
FocusPortfolio performance, risk management, and client objectivesSecurity 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 much does a fixed income portfolio analyst make at Capital Group?

A fixed income portfolio analyst at Capital Group typically earns a salary ranging from $70,000 to $120,000 annually, depending on experience and location. Compensation may also include bonuses and benefits aligned with industry standards for investment firms. Entry-level analysts often start at the lower end of this range, with increases based on performance and tenure.

How does a Fixed Income Portfolio Manager typically collaborate with research analysts and traders to optimize portfolio performance?

Fixed Income Portfolio Managers work closely with research analysts to assess credit quality, market trends, and macroeconomic factors that may impact portfolio holdings. They rely on analysts for in-depth insights into issuers and sectors, enabling informed investment decisions. Collaboration with traders is essential for efficient execution of buy and sell orders, ensuring that trades are conducted at favorable prices while maintaining compliance with investment guidelines. This teamwork helps managers react quickly to market changes and optimize the portfolio’s risk-return profile.

What does a fixed income portfolio manager do?

A fixed income portfolio manager oversees investment portfolios that consist of bonds and other debt securities. They analyze market trends, assess credit risk, and make buy or sell decisions to meet clients' income and risk objectives, often using financial analysis tools and maintaining compliance with regulations.

What is the highest salary for a portfolio manager?

The highest salaries for fixed income portfolio managers can exceed $200,000 annually, with top earners in large firms or investment banks earning over $300,000 including bonuses and incentives. Compensation varies based on experience, performance, assets under management, and geographic location. Senior portfolio managers with extensive expertise and certifications like CFA often command the highest salaries in the industry.
Fixed Income Portfolio Manager jobs near you
VP of Trading-Fixed Income

VP of Trading-Fixed Income

Tidal Financial Group

Milwaukee, WI • On-site

$125 - $175/hr

Other

Posted 4 days ago

Job description

VP of Trading-Fixed Income

Tidal Financial Group Milwaukee, Wisconsin, United States

About this position

The Tidal Financial Group is a leading ETF investment technology platform dedicated to creating, operating, and growing ETFs. We combine expertise and innovative partnership approaches to offer comprehensive, value-generating ETF solutions.

Our platform offers best-in-class strategic guidance, product planning, trust and fund services, legal support, operations support, marketing and research, and sales and distribution services.

About the role
  • We are seeking a highly skilled and experienced Fixed Income ETF Portfolio Manager and trading leader responsible for the implementation, management, and oversight of various Exchange-Traded Fund portfolios. This individual will play a key leadership role within the organization, driving execution excellence, improving trading and operational processes, and helping shape the direction of the trading function as the business continues to scale.
  • The ideal candidate combines deep market expertise with strong leadership, project ownership, and relationship management capabilities. This role requires a demonstrated ability to make tactical decisions in fast-moving environments, solve complex operational and trading challenges, influence cross-functional stakeholders, and lead strategic initiatives across teams.
  • The ETF Portfolio Management team provides portfolio management and execution services for ETF issuers. The successful candidate will have experience across a broad range of fixed income securities including Treasuries, Mortgage-Backed Securities (MBS), Municipal Bonds, High Yield, Sukuk Bonds, and other structured or specialized fixed income instruments. Experience with Bloomberg and other institutional trading platforms, along with a strong understanding of middle and back-office operations, is required.
What you'll do
  • Manage the trading of fixed income products and active cash investments across the firm.
  • Lead projects and strategic initiatives related to trading operations, portfolio implementation, and process improvement.
  • Own key deliverables and ensure timely, accurate execution across trading and operational workflows.
  • Influence and collaborate across teams including Portfolio Management, Operations, Compliance, Technology, Custody, Prime Brokerage, and Capital Markets partners.
  • Build and maintain strong relationships with market makers, liquidity providers, brokers, custodians, and other external stakeholders.
  • Maintain accountability for fund performance, implementation quality, and adherence to investment objectives while striving to deliver competitive results.
  • Manage and mentor team members while fostering accountability, collaboration, and continuous improvement.
  • Stay current on market trends, economic developments, ETF ecosystem dynamics, and trading strategies across asset classes.
  • Support and interact directly with clients, issuers, and external partners by providing trading expertise, portfolio insights, operational support, and high-quality service throughout the lifecycle of ETF products.
Qualifications
  • Bachelor’s degree in Finance, Economics, Business, Mathematics, or a related quantitative discipline, or equivalent relevant experience.
  • 7+ years of institutional trading and portfolio management experience with fixed income securities, ETFs, and/or multi-asset products.
  • Strong knowledge of fixed income markets and instruments including Treasuries, Mortgage-Backed Securities (MBS), Municipal Bonds, High Yield, and other structured or specialized products.
  • Experience with Bloomberg and institutional trading, portfolio management, and order management platforms.
  • Demonstrated leadership experience managing projects, initiatives, workflows, and team members in a fast-paced environment.
  • Strong analytical, problem-solving, and decision-making skills with a high level of accuracy and attention to detail.
  • Excellent communication and relationship management skills with the ability to work effectively across internal and external stakeholders.
Preferred Qualifications
  • Experience working with ETFs, '40 Act funds, or other regulated investment products.
  • Familiarity with portfolio implementation, post-trade operations, reconciliation, and fund workflows.
  • Experience working with market makers, authorized participants, custodians, and prime brokers.
  • Familiarity with trading-related regulatory and compliance requirements.
  • Experience with automation, data analysis, or programming languages such as Python, VBA, or SQL.
  • Experience helping scale trading infrastructure, operational processes, or investment platforms in a growing organization.
#J-18808-Ljbffr

Apply