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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 Capital

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 ...

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 ...

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 ...

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 ...

Calamos Investments LLC

Sr. Paralegal

Milwaukee, WI · On-site

$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 ...

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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 7, 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.

Leveraged Finance Research Director

Northwestern Mutual Life Insurance Company

Milwaukee, WI • On-site

Full-time

Re-posted yesterday

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

164th of 303 rated insurance

Job description

NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC, located in Milwaukee, WI, is a wholly owned subsidiary of The Northwestern Mutual Life Insurance Company with over $250 billion in assets under management (AUM). The Public Investments department manages over $120 billion of total AUM and provides fixed income expertise to Northwestern Mutual and its affiliate corporations, including the Foundation and retirement plan. The Leveraged Finance team manages bond portfolios of approximately $12 billion of total AUM and almost $4 billion AUM in its 720 East CLO platform.
About the Job:
This role is responsible for conducting independent fundamental research across assigned sectors and issuers and delivering forward-looking, dynamic relative value assessments and investment recommendations aligned with portfolio strategy and return objectives. The individual will work closely with the Head of Leveraged Finance Research, the Credit Research team, Portfolio Managers, and Traders, while also collaborating with Investment Strategy, Investment Risk & Operations, Compliance, and Law.
What You'll Do:
  • Lead, mentor, and develop less-experienced peers while fostering a culture of collaboration, accountability, and excellence.
  • Monitor assigned industry dynamics and develop expert views on the key drivers of profitability and cash flow, as well as technological, macroeconomic, and other external risks and opportunities.
  • Conduct thorough fundamental credit analysis of assigned companies and demonstrate deep issuer expertise. Analysis should include a comprehensive assessment of quantitative and qualitative factors, including financial statement analysis, financial policy, management track record, and credit ratings profile.
  • Assess the relative value of issuers and securities across capital structures and relative to comparable issuers.
  • Provide investment recommendations across the coverage universe based on risk-adjusted return potential, portfolio strategy, fundamental credit views, and relative value, adapting recommendations to each portfolio's return objectives.
  • Produce concise, decision-useful written research and clearly articulate credit strengths, risks, and investment views to Portfolio Managers and Traders.
  • Develop and maintain productive external relationships with Wall Street analysts and strategists, credit rating agencies, independent research firms, and company management teams.

Group/Organizational Dynamic:
  • Promote a culture of mutual respect and high ethical standards.
  • Model NM Behaviors: Client First, Powered by Our People, and Future Focus.
  • Exercise sound judgment, intellectual independence, and disciplined decision-making.
  • Identify and lead process improvements through the effective use of technology, data, and analytics.
  • Respond effectively and promptly to requests for data, opinions, and other information.
  • Attend, lead, and actively participate in group activities, engaging others in relevant and constructive discussion.

What You'll Bring to the Role:
  • Experience: Minimum of eight years of experience in leveraged finance, fixed income investments, or a closely related field, with a demonstrated record of progressive responsibility and sustained success. The candidate should have a track record of strong investment judgment, prudent risk management, and continued growth in responsibilities and outcomes.
  • Leadership: Demonstrated ability to manage, mentor, and develop investment professionals. A proven record of building and leading high-performing teams and adapting effectively to evolving market conditions and organizational needs will distinguish successful candidates.
  • Demonstrated command of relative value investing within a total return mandate.
  • Bachelor's degree with an emphasis in finance, accounting, economics, statistics, or a related field required. Master of Science or Master of Business Administration (MBA) preferred.
  • CFA designation or progress toward attaining the CFA designation preferred.
  • Strong analytical skills, including financial statement analysis, cross-sector relative value assessment, and the ability to present clear, well-supported credit recommendations for potential investment opportunities.
  • Effective oral and written communication skills, with a demonstrated ability to prioritize work and manage competing demands.
  • Proficient with Bloomberg, Microsoft Office, and Copilot.

Additional Preferred Requirements:
  • Experience with computer programming, data analytics, or related technology tools.
  • Demonstrated ability to integrate AI-enabled tools into research workflows and business processes to improve productivity, analytical depth, decision support, and knowledge sharing while maintaining appropriate judgment, controls, and data governance standards.

#LI-Onsite
#LI-Hybrid
Compensation Range:
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.
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.
If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional information pertaining to compensation and benefits.

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About Northwestern Mutual

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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

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