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Senior Fixed Income Portfolio Manager Jobs in Wisconsin

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 ...

Santander

CIB Markets Fixed Income, Analyst

Madison, WI

$110K - $135K/yr

CIB Markets Fixed Income, Analyst Country: United States of America It Starts Here: Santander is a ... Support the management and growth of existing client relationships while helping to build new ...

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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All JobsFixed Income Portfolio JobsSenior Fixed Income Portfolio Manager JobsSenior Fixed Income Portfolio Manager Jobs in Wisconsin

Senior Fixed Income Portfolio Manager information

See Wisconsin salary details

$50K

$128.3K

$211.5K

How much do senior fixed income portfolio manager jobs pay per year?

As of Aug 7, 2026, the average yearly pay for senior fixed income portfolio manager in Wisconsin is $128,311.00, according to ZipRecruiter salary data. Most workers in this role earn between $102,400.00 and $150,400.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a senior fixed income portfolio manager?

To thrive as a Senior Fixed Income Portfolio Manager, you need deep expertise in fixed income securities, portfolio construction, risk management, and typically an advanced degree such as an MBA or CFA certification. Familiarity with portfolio management software, Bloomberg Terminal, and advanced analytics tools is crucial for effective investment analysis and execution. Exceptional analytical thinking, decision-making under pressure, and strong communication skills distinguish top professionals in this role. These skills ensure informed investment decisions, optimal risk-adjusted returns, and effective client and stakeholder engagement in a dynamic market environment.

How does a senior fixed income portfolio manager typically collaborate with research analysts and traders to optimize portfolio performance?

A Senior Fixed Income Portfolio Manager works closely with research analysts to gather in-depth insights on economic trends, credit quality, and sector developments, which inform investment decisions. They also coordinate with traders to ensure efficient execution of trades, manage liquidity, and adjust portfolio positions in response to market conditions. Regular strategy meetings and ongoing communication with these teams are essential for staying aligned with investment objectives and risk parameters, ultimately enhancing portfolio performance.

What does a senior fixed income portfolio manager do?

A Senior Fixed Income Portfolio Manager is responsible for managing investment portfolios that focus on fixed income securities, such as bonds and other debt instruments. They analyze market trends, assess credit risk, and make decisions on buying or selling assets to achieve investment objectives. Their role often includes developing strategies to maximize returns while minimizing risk, and regularly communicating performance and strategy to clients or internal stakeholders. They may also oversee junior analysts and portfolio managers, ensuring adherence to investment guidelines and regulatory requirements.

What is the difference between Senior Fixed Income Portfolio Manager vs Fixed Income Analyst?

AspectSenior Fixed Income Portfolio ManagerFixed Income Analyst
ResponsibilitiesOversees entire fixed income portfolios, makes investment decisions, manages riskResearches and analyzes fixed income securities, provides recommendations
CredentialsTypically requires CFA, advanced degrees, extensive experienceOften holds CFA, finance or economics degrees, entry to mid-level experience
Work EnvironmentLeads teams, interacts with clients, strategic decision-makingFocuses on data analysis, financial modeling, market research
Industry UsageCommonly employed in asset management firms, banks, hedge fundsFound in research firms, investment banks, asset managers

The main difference is that a Senior Fixed Income Portfolio Manager manages entire portfolios and makes strategic investment decisions, while a Fixed Income Analyst conducts research and provides recommendations to support those decisions.

What are popular job titles related to Senior Fixed Income Portfolio Manager jobs in Wisconsin? For Senior Fixed Income Portfolio Manager jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Senior Fixed Income Portfolio Manager jobs in Wisconsin look for? The top searched job categories for Senior Fixed Income Portfolio Manager jobs in Wisconsin are:
What cities in Wisconsin are hiring for Senior Fixed Income Portfolio Manager jobs? Cities in Wisconsin with the most Senior Fixed Income Portfolio Manager job openings:
Senior Fixed Income Portfolio Manager jobs near you
Infographic showing various Senior Fixed Income Portfolio Manager job openings in Wisconsin as of June 2026, with employment types broken down into 100% Full Time. Highlights an 74% In-person, and 26% Remote job distribution, with an average salary of $128,311 per year, or $61.7 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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