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Fixed Income Portfolio Manager Jobs in Delafield, WI

UMB Financial

Fund Accountant II

Milwaukee, WI · On-site

$43K - $82K/yr

Monitor and analyze income and expense accruals to ensure GAAP compliance * Analyze corporate ... and/or portfolio managers/traders * Review and resolve trade detail exceptions to ensure ...

Baird

Client Specialist

Oconomowoc, WI · On-site

May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Baird's Private Wealth Management technology platforms. * Excellent verbal and written ...

Baird Capital

Client Specialist

Oconomowoc, WI · On-site

Manages client needs where possible and advises Financial Advisor of action taken. * May schedule ... May enter security orders including stocks, bonds, fixed income, options, annuities and other ...

Baird

Client Specialist

Oconomowoc, WI · On-site

Manages client needs where possible and advises Financial Advisor of action taken. * May schedule ... May enter security orders including stocks, bonds, fixed income, options, annuities and other ...

UMB Financial

ETF Lead Fund Accountant

Milwaukee, WI · On-site +1

$76K - $163K/yr

Monitor and analyze income and expense accruals to ensure GAAP compliance * Analyze corporate ... and/or portfolio managers/traders * Review and resolve trade detail exceptions to ensure ...

UMB Financial

Mutual Fund Accountant

Milwaukee, WI · On-site

$38K - $56K/yr

Monitor and analyze income and expense accruals to ensure GAAP compliance * Analyze corporate ... and/or portfolio managers/traders * Review and resolve trade detail exceptions to ensure ...

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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.

Client Support Specialist - Greater Milwaukee, WI Area (REMOTE)

Fidelity Investments

Brookfield, WI • On-site

$17 - $23/hr

Full-time

Re-posted 20 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description

Job Description:

To be eligible for consideration of this role, your primary residence must be

located within a 90 mile radius at the time of application from the approved branch sites listed below:

Mequon, Milwaukee

Note: Fidelity will not provide immigration sponsorship for this position.

As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need.In this role, you will help us to increase customer loyalty and drive business development opportunities.

The Team

While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past.Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization.These simple but powerful values set us apart from our competition.

The Expertise You Have

  • Series 7 required

  • Series 63 or ability to obtain within 90 days

  • 2-3 years of previous financial services experience

The Skills You Bring

  • Broad based knowledge and understanding of general financial planning concepts

  • Proven customer service, client support and problem resolution skills

  • Strong verbal and written communication skills

  • Ability to effectively influence others

  • Robust time management and organizational skills

The Value You Deliver

  • Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests

  • Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and communicate the solution to the client

  • Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client

  • Collaborate with internal business partners to research and resolve complex client requests

  • Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Customer Service

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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