Bachelor's Degree in Finance, Financial Management, or a related field. * Minimum of three (3) ... of experience in fixed income sales/trading. * Possess and maintain all applicable securities ...
Bachelor's Degree in Finance, Financial Management, or a related field. * Minimum of three (3) ... of experience in fixed income sales/trading. * Possess and maintain all applicable securities ...
Bachelor's Degree in Finance, Financial Management, or a related field. * Minimum of three (3) ... of experience in fixed income sales/trading. * Possess and maintain all applicable securities ...
Bachelor's Degree in Finance, Financial Management, or a related field. * Minimum of three (3) ... of experience in fixed income sales/trading. * Possess and maintain all applicable securities ...
Bachelor's Degree in Finance, Financial Management, or a related field. * Minimum of three (3) ... of experience in fixed income sales/trading. * Possess and maintain all applicable securities ...
Bachelor's Degree in Finance, Financial Management, or a related field. * Minimum of three (3) ... of experience in fixed income sales/trading. * Possess and maintain all applicable securities ...
Documents relevant information as it relates to building a retirement income portfolio. * Uncovers ... Integrate risk management tools, products, and strategies to create an effective retirement income ...
Documents relevant information as it relates to building a retirement income portfolio. * Uncovers ... Integrate risk management tools, products, and strategies to create an effective retirement income ...
... portfolio * Maintain current knowledge of all Private Bank products and strategies * Responsible ... fixed income, structured notes, equities and alternatives * Extensive experience managing ...
... portfolio * Maintain current knowledge of all Private Bank products and strategies * Responsible ... fixed income, structured notes, equities and alternatives * Extensive experience managing ...
Client Support Specialist - San Antonio, TX Area (REMOTE)
$16.25 - $21.75/hr
... 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 ...
Client Support Specialist - San Antonio, TX Area (REMOTE)
$16.25 - $21.75/hr
... 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 ...
... fixed income solutions. Prospects include nonprofits, corporations and both DB and 401(k) plans ... We encourage candidates to connect with their recruiter and hiring manager to understand workplace ...
... fixed income solutions. Prospects include nonprofits, corporations and both DB and 401(k) plans ... We encourage candidates to connect with their recruiter and hiring manager to understand workplace ...
... fixed income solutions. Prospects include nonprofits, corporations and both DB and 401(k) plans ... We encourage candidates to connect with their recruiter and hiring manager to understand workplace ...
... fixed income solutions. Prospects include nonprofits, corporations and both DB and 401(k) plans ... We encourage candidates to connect with their recruiter and hiring manager to understand workplace ...
Client Support Specialist - San Antonio, TX Area (REMOTE)
San Antonio, TX · On-site +1
$16.25 - $21.75/hr
... 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 ...
Client Support Specialist - San Antonio, TX Area (REMOTE)
San Antonio, TX · On-site +1
$16.25 - $21.75/hr
... 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 ...
Prior experience managing a multi-asset portfolio * 5+ years in multi-family industry * Experience ... Experience with Low Income Housing Tax Credit (LIHTC) Program preferred * Strong modeling and ...
Quick apply
Prior experience managing a multi-asset portfolio * 5+ years in multi-family industry * Experience ... Experience with Low Income Housing Tax Credit (LIHTC) Program preferred * Strong modeling and ...
Revenue Manager
San Antonio, TX · On-site
... income. The NRP Group is a full-service multifamily developer, general contractor, and property ... Key Responsibilities Portfolio Management Lease-Up Management * Visit assigned properties when ...
Revenue Manager
San Antonio, TX · On-site
... income. The NRP Group is a full-service multifamily developer, general contractor, and property ... Key Responsibilities Portfolio Management Lease-Up Management * Visit assigned properties when ...
Revenue Manager
San Antonio, TX · On-site
... income. The NRP Group is a full-service multifamily developer, general contractor, and property ... Key Responsibilities Portfolio Management Lease-Up Management * Visit assigned properties when ...
Revenue Manager
San Antonio, TX · On-site
... income. The NRP Group is a full-service multifamily developer, general contractor, and property ... Key Responsibilities Portfolio Management Lease-Up Management * Visit assigned properties when ...
Regional Manager
New Braunfels, TX · On-site
$69K - $94K/yr
As a Regional Manager you will be responsible to manage an assigned portfolio of residential communities. You will make decisions to maximize income and minimize expenses and achieve overall ...
Regional Manager
New Braunfels, TX · On-site
$69K - $94K/yr
As a Regional Manager you will be responsible to manage an assigned portfolio of residential communities. You will make decisions to maximize income and minimize expenses and achieve overall ...
Regional Manager
San Antonio, TX · On-site
$70K - $94K/yr
As a Regional Manager you will be responsible to manage an assigned portfolio of residential communities. You will make decisions to maximize income and minimize expenses and achieve overall ...
Regional Manager
San Antonio, TX · On-site
$70K - $94K/yr
As a Regional Manager you will be responsible to manage an assigned portfolio of residential communities. You will make decisions to maximize income and minimize expenses and achieve overall ...
Regional Manager
San Antonio, TX · On-site
$70K - $94K/yr
As a Regional Manager you will be responsible to manage an assigned portfolio of residential communities. You will make decisions to maximize income and minimize expenses and achieve overall ...
Regional Manager
San Antonio, TX · On-site
$70K - $94K/yr
As a Regional Manager you will be responsible to manage an assigned portfolio of residential communities. You will make decisions to maximize income and minimize expenses and achieve overall ...
Regional Manager
$69K - $94K/yr
As a Regional Manager you will be responsible to manage an assigned portfolio of residential communities. You will make decisions to maximize income and minimize expenses and achieve overall ...
Regional Manager
$69K - $94K/yr
As a Regional Manager you will be responsible to manage an assigned portfolio of residential communities. You will make decisions to maximize income and minimize expenses and achieve overall ...
Regional Property Manager - Market Rate
San Antonio, TX · On-site
$70K - $94K/yr
... portfolio within the guidelines set by Regional Vice President, Vice President and Partners - Seek to maximize income and minimize expenses; ensure Community Managers are actively operating ...
Regional Property Manager - Market Rate
San Antonio, TX · On-site
$70K - $94K/yr
... portfolio within the guidelines set by Regional Vice President, Vice President and Partners - Seek to maximize income and minimize expenses; ensure Community Managers are actively operating ...
Regional Property Manager - Market Rate
San Antonio, TX · On-site
$70K - $94K/yr
... portfolio within the guidelines set by Regional Vice President, Vice President and Partners - Seek to maximize income and minimize expenses; ensure Community Managers are actively operating ...
Regional Property Manager - Market Rate
San Antonio, TX · On-site
$70K - $94K/yr
... portfolio within the guidelines set by Regional Vice President, Vice President and Partners - Seek to maximize income and minimize expenses; ensure Community Managers are actively operating ...
Regional Property Manager
$70K - $94K/yr
Oversee day-to-day operations of a regional portfolio of multifamily properties. * Recruit, train ... Drive revenue growth and expense control initiatives to maximize Net Operating Income (NOI)
Regional Property Manager
$70K - $94K/yr
Oversee day-to-day operations of a regional portfolio of multifamily properties. * Recruit, train ... Drive revenue growth and expense control initiatives to maximize Net Operating Income (NOI)
Commissioned Sales Associate
Schertz, TX · On-site
$100K - $250K/yr
... portfolio managers, and insurance adjusters. Key Responsibilities * Business Development ... income losses.
Quick apply
Commissioned Sales Associate
Schertz, TX · On-site
$100K - $250K/yr
... portfolio managers, and insurance adjusters. Key Responsibilities * Business Development ... income losses.
Fixed Income Portfolio Manager information
See Spring Branch, TX salary details
$31.4K - $43K
9% of jobs
$43K - $54.6K
15% of jobs
$55.9K is the 25th percentile. Wages below this are outliers.
$54.6K - $66.2K
15% of jobs
The median wage is $75.4K / yr.
$66.2K - $77.9K
15% of jobs
$77.9K - $89.5K
10% of jobs
$89.5K - $101.1K
9% of jobs
$105.2K is the 75th percentile. Wages above this are outliers.
$101.1K - $112.7K
11% of jobs
$112.7K - $124.3K
10% of jobs
$124.3K - $135.9K
5% of jobs
$135.9K - $147.5K
2% of jobs
$147.5K - $159.2K
1% of jobs
$31.4K
$85.3K
$159.2K
How much do fixed income portfolio manager jobs pay per year?
How much money do portfolio managers make?
What are the key skills and qualifications needed to thrive as a Fixed Income Portfolio Manager, and why are they important?
What is the difference between Fixed Income Portfolio Manager vs Bond Analyst?
| Aspect | Fixed Income Portfolio Manager | Bond Analyst |
|---|---|---|
| Primary Role | Oversees and manages fixed income investment portfolios to meet client objectives | Researches, analyzes, and evaluates individual bonds and fixed income securities |
| Required Credentials | Typically CFA, Series 7/63, and relevant finance certifications | Often CFA, Series 7/63, and strong analytical background |
| Work Environment | Asset management firms, investment banks, or institutional investors | Research firms, investment banks, or asset management companies |
| Focus | Portfolio performance, risk management, and client objectives | Security 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?
How does a Fixed Income Portfolio Manager typically collaborate with research analysts and traders to optimize portfolio performance?
What does a fixed income portfolio manager do?
What is the highest salary for a portfolio manager?
Full-time
Medical, Retirement
Posted 27 days ago
SWBC rating
6.5
Based on 17 frontline employees who took The Breakroom Quiz
Job description
SWBC is seeking a talented individual to establish relationships with insurance companies, institutional accounts, and separately managed accounts (SMAs). The ideal candidate will have a proven track record in fixed income sales and a deep understanding of the financial services market.
Why you'll love this role:
In this role, you will have the opportunity to leverage best in class products and thrive within a growing division that works tirelessly to eliminate hurdles and foster growth.
Essential duties include the following:
- Solicits and facilitates fixed income sales with institutional, middle market accounts, credit unions, and banks.
- Generates sales to existing customer base and develop new prospects through consistent telephone contact and in-person visits.
- Prepares proposals to sell fixed income inventory and cross-sell relationships with existing accounts.
- Attends and present at industry conferences and events to deepen client relationships and expand the client base.
- Collaborates with the trading desk to provide clients with the best possible solutions and market insights.
- Maintains and grows franchise relationships with clients, focusing on dollar block products and USD products.
- Actively engages with clients to keep informed of market and competitor activities.
- Develops new products and clients as appropriate.
- Ensures accurate data reporting and review daily material client revenues.
Serious candidates will possess the minimum qualifications:
- Bachelor's Degree in Finance, Financial Management, or a related field.
- Minimum of three (3) years of experience in fixed income sales/trading.
- Possess and maintain all applicable securities licenses (Series 7 and Series 63).
- Broad knowledge of the financial institution securities market and investment vehicles.
- Strong understanding of financial institution lending and service operations.
- Proven abilities in consulting with clients utilizing influencing and client engagement skills.
- Excellent interpersonal, communication, and organizational skills.
- Strong time management skills to balance all components of the sales process from prospecting leads to post-sale follow-up and reporting.
- Proficiency in Microsoft Office products, including Word and Excel.
- Ability to travel nationally and locally as required.
SWBC offers*:
- Competitive overall compensation package
- Work/Life balance
- Employee engagement activities and recognition awards
- Years of Service awards
- Career enhancement and growth opportunities
- Leadership Academy and Mentor Program
- Continuing education and career certifications
- Variety of healthcare coverage options
- Traditional and Roth 401(k) retirement plans
- Lucrative Wellness Program
*Based upon employee eligibility
Additional Information:
SWBC is a Substance-Free Workplace and requires pre-employment drug testing.
Please note, SWBC does not hire tobacco users as allowed by law.
To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.
About SWBC
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
San Antonio, TX, US
Year founded
1976