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Fixed Income Portfolio Manager Jobs in Delafield, WI

CFA Institute

Sr Portfolio Manager- Trust

Milwaukee, WI · On-site

$90 - $120/hr

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

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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 ...

Tidal Financial Group

VP of Trading-Leverage

Milwaukee, WI · On-site

$120 - $160/hr

The ETF Portfolio Management team provides portfolio management and execution services for ETF ... Execute and manage trades across equities, options, and fixed income. * Execute day‑to‑day ...

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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 Aug 8, 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.

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 does a fixed income portfolio manager 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 cities near Delafield, WI are hiring for Fixed Income Portfolio Manager jobs? Cities near Delafield, WI with the most Fixed Income Portfolio Manager job openings:
Fixed Income Portfolio Manager jobs near you
Infographic showing various Fixed Income Portfolio Manager job openings in Delafield, WI as of August 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $96,354 per year, or $46.3 per hour.

Fixed Income Portfolio & Client Administrator

RMB Capital

Wauwatosa, WI • On-site

Other

Medical, Dental, Vision, Life, Retirement

Posted 4 days ago

Job description

Title
Fixed Income Portfolio and Client Administrator
Location
Milwaukee, Wisconsin
This is a hybrid role located in our Milwaukee office located at 10361 W. Innovation Drive, Suite 350. Team members are expected to come into the office three days a week.
About Us
Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. We are committed to building meaningful relationships and making a difference in our clients' financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron's Top 100 Independent Registered Investment Advisors globally. Our values-Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment-are at the core of our culture.
The Role
We are seeking a Fixed Income Portfolio and Client Administrator to join our Fixed Income team in our Milwaukee office. This role is ideal for a detail-oriented professional who thrives in a collaborative environment and is passionate about delivering exceptional client service. You will play a critical role in supporting portfolio managers and traders, ensuring operational excellence, and serving as a trusted liaison for clients.
Key Responsibilities
  • Communicate effectively with clients, advisors, team members, broker-dealers, and custodians.
  • Maintain and update portfolio accounting and analytical software applications.
  • Monitor trade and settlement processes to ensure accuracy and timely execution.
  • Reconcile securities and portfolios to maintain data integrity.
  • Manage client reporting, billing, and updates within the client management system.
  • Support operational efforts and assist with Core Fixed Income sales and client service needs.
Key Skills
  • Strong attention to detail and problem-solving abilities.
  • Ability to multi-task and prioritize in a fast-paced environment.
  • Excellent written and verbal communication skills.
  • Proficiency in portfolio management systems; familiarity with Bloomberg, BondEdge®, APX, and Moxy preferred.
  • Ability to work independently and collaboratively.
Key Qualifications
  • Undergraduate degree or equivalent work experience required.
  • 5+ years of experience in investment management or related field.
  • Experience in client service and operational support preferred.
  • Strong business acumen and analytical skills.

Our Values:
  • ACCOUNTABILITY: We are driven to act, work with integrity, and deliver results.
    CURIOSITY: We ask and listen, stay curious, and are eager to learn.
    TEAMWORK: We build strong relationships, celebrate success, and partner for greater impact.
    INCLUSION: We respect, recognize, and encourage the differences that make us stronger-we are better together.
    Built ON a ...
    SERVICE COMMITMENT: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.
Compensation
The base salary will be commensurate with an individual's work experience and educational background.
Why Join Us?
At Curi Capital, we believe in empowering our team to think creatively, take initiative, and make an impact. You'll work in a collaborative environment where your ideas matter. If you're ready to roll up your sleeves and bring energy, innovation, and precision to everything you do, we'd love to meet you.
Our Values:
  • ACCOUNTABILITY: We are driven to act, work with integrity, and deliver results.
    CURIOSITY: We ask and listen, stay curious, and are eager to learn.
    TEAMWORK: We build strong relationships, celebrate success, and partner for greater impact.
    INCLUSION: We respect, recognize, and encourage the differences that make us stronger-we are better together.
    Built ON a ...
    SERVICE COMMITMENT: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

Our Benefits
Curi Capital offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, 401(k) and employer match, short-term disability, long-term disability and flexible time off, 10 paid holidays, and summer hours.

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