ZipRecruiter

Log In

1

Fixed Income Portfolio Manager Jobs in Delafield, WI

Varsity Tutors

CFA - Level 1 Tutor

Milwaukee, WI · Remote

$18 - $40/hr

... fixed income, derivatives, alternative investments, and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing ...

Baird

Client Specialist

Milwaukee, WI · On-site

... portfolio management business approach, including any operational functions necessary to meet ... May enter security orders including stocks, bonds, fixed income, options, annuities and other ...

TIER4 GROUP

Investment Accountant

Milwaukee, WI · Hybrid

... for fixed income, equity securities, and alternative investments for the organization and its related entities. Ensure accurate monthly, quarterly, and annual reporting to internal management ...

Robert W Baird & Co

Client Specialist

Milwaukee, WI · On-site

... portfolio management business approach, including any operational functions necessary to meet ... May enter security orders including stocks, bonds, fixed income, options, annuities and other ...

Robert W Baird & Co

Client Specialist

Milwaukee, WI

... portfolio management business approach, including any operational functions necessary to meet ... May enter security orders including stocks, bonds, fixed income, options, annuities and other ...

NEWMARK

Manager, Property

Milwaukee, WI

Understanding of property management accounting (income statements, general ledgers, budgeting, CAM ... Must have been responsible for a portfolio of three or more projects with direct reports. * A valid ...

NEWMARK

Manager, Property

Milwaukee, WI · On-site

Quarterly inspections of all properties contained within the portfolio. * Responsible for short ... Understanding of property management accounting (income statements, general ledgers, budgeting, CAM ...

FIS

Agile Product Owner, Wealth Management

Milwaukee, WI · Hybrid

$98K - $166K/yr

... Portfolio, ensuring a seamless and secure experience for all users. About the Team The Capital ... fixed income, mutual funds, options and derivatives to sell-side brokers. What you will be doing ...

Calamos Investments LLC

Sr. Paralegal

Milwaukee, WI

$100K - $130K/yr

... fixed income, private credit, equity, and sustainable equity. With over $50 billion in AUM ... UCITS funds and separately managed portfolios. Clients include financial advisors, wealth ...

ULINE

Senior Income Tax Accountant

Milwaukee, WI

$80K - $103K/yr

Manage tax returns, related schedules and reports as well as estimated quarterly and extension tax ... Review fixed asset reporting and tax depreciation calculations. * Conduct tax research and report ...

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 17, 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
Trading Srvcs Sr. Spec

Trading Srvcs Sr. Spec

Northwestern Mutual Life Insurance Company

Franklin, WI • Hybrid

$98K/yr

Full-time

Re-posted 9 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

146th of 281 rated insurance

Job description

About This Role

Join the General Trading team within Northwestern Mutual's Investment Client Services division as a Senior Trading Specialist. In this hybrid role based in Franklin, WI, you'll advise clients and Financial Representatives on securities transactions across equities, fixed income, and options, while ensuring every trade is executed accurately and in full compliance.

This is a hands-on trading desk role where your market knowledge, client instincts, and attention to detail directly impact the investment experience for NM clients. If you bring experience with alternative investments, that's a strong plus for this team. You'll join a collaborative desk at a Fortune 100 company with 165+ years of financial strength, clear career paths, and experienced leadership.

What You'll Do

Advisory & Trade Execution

  • Serve as a trusted resource for Financial Representatives and their clients on the purchase and sale of equities, fixed income, and options.
  • Assess client financial needs, risk tolerance, and suitability by combining your market expertise with client profiles and portfolio analysis to recommend appropriate investments.
  • Execute equity, fixed income, and options transactions on behalf of Financial Representatives, ensuring accuracy and full regulatory compliance.
  • Build credibility and develop lasting client relationships through ongoing assessment of financial needs and timely investment recommendations.

Market Intelligence

  • Stay current on securities market developments, using fundamental and technical research to support sound, timely investment decisions on behalf of Northwestern Mutual clients.
  • Educate clients on appropriate investment strategies based on market trends and individual financial profiles.

Compliance & Standards

  • Maintain full compliance with FINRA, SEC, and MSRB regulations.
  • Adhere to all internal trading policies, procedures, and standards.
What You'll Bring

Must-Haves

  • Bachelor's degree in business or a related field
  • 3-5 years of experience in a retail brokerage sales or trading capacity
  • Strong knowledge of FINRA and federal/state securities laws and regulations
  • FINRA Series 7 and Series 63 licenses (active)
  • Excellent written and verbal communication skills
  • Strong attention to detail

Preferred

  • Alternative investment experience (highly valued for this team)
  • Portfolio analysis experience
  • Interest in client education and relationship building
Why Northwestern Mutual
  • Fortune 100 company with 165+ years of financial strength
  • Collaborative trading desk environment with experienced leadership at the manager and director level
  • Clear career paths within Investment Client Services
  • Comprehensive benefits, competitive compensation, and investment in your professional development
This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 7 - FINRA, SIE - FINRA

Compensation Range:

Pay Range - Start:

$65,440.00

Pay Range - End:

$98,160.00

Geographic Specific Pay Structure:

Structure 110:

Structure 115:


We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.


Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!


Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.


What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Northwestern Mutual logo

About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

View All Northwestern Mutual Jobs

Apply