Title Fixed Income Portfolio and Client Administrator Location Milwaukee, Wisconsin This is a ... Manage client reporting, billing, and updates within the client management system. * Support ...
Title Fixed Income Portfolio and Client Administrator Location Milwaukee, Wisconsin This is a ... Manage client reporting, billing, and updates within the client management system. * Support ...
... fixed income markets, under the guidance of senior portfolio managers. This position is intended for a developing portfolio manager with a strong foundation in fixed income markets and a growing ...
... fixed income markets, under the guidance of senior portfolio managers. This position is intended for a developing portfolio manager with a strong foundation in fixed income markets and a growing ...
Fixed Income Portfolio Analyst
Boston, MA · On-site
About Us Wellington Management offers comprehensive investment management capabilities that span ... About the Role OVERVIEW We are looking to hire a Fixed Income Portfolio Analyst. Based in Boston ...
Fixed Income Portfolio Analyst
Boston, MA · On-site
About Us Wellington Management offers comprehensive investment management capabilities that span ... About the Role OVERVIEW We are looking to hire a Fixed Income Portfolio Analyst. Based in Boston ...
As a forward thinking asset manager, we build dynamic relationships with clients, understand their ... SENIOR_LEVEL #LI-Onsite At Franklin Templeton, we believe your benefits should support your life ...
As a forward thinking asset manager, we build dynamic relationships with clients, understand their ... SENIOR_LEVEL #LI-Onsite At Franklin Templeton, we believe your benefits should support your life ...
... fixed income markets, under the guidance of senior portfolio managers. This position is intended for a developing portfolio manager with a strong foundation in fixed income markets and a growing ...
... fixed income markets, under the guidance of senior portfolio managers. This position is intended for a developing portfolio manager with a strong foundation in fixed income markets and a growing ...
As a forward thinking asset manager, we build dynamic relationships with clients, understand their ... SENIOR_LEVEL #LI-Onsite At Franklin Templeton, we believe your benefits should support your life ...
As a forward thinking asset manager, we build dynamic relationships with clients, understand their ... SENIOR_LEVEL #LI-Onsite At Franklin Templeton, we believe your benefits should support your life ...
As a member of the Fixed Income Client Portfolio Manager Team, this role is responsible for presenting and working with external clients as a representative of Voya's Fixed Income Platform. The SVP, ...
As a member of the Fixed Income Client Portfolio Manager Team, this role is responsible for presenting and working with external clients as a representative of Voya's Fixed Income Platform. The SVP, ...
Ability to manage multiple client projects simultaneously, work closely with traders to execute trades in a timely and organized manner The use of Bloomberg and fixed income portfolio management ...
Ability to manage multiple client projects simultaneously, work closely with traders to execute trades in a timely and organized manner The use of Bloomberg and fixed income portfolio management ...
Fixed Income Private Wealth Portfolio Strategist
$35K - $130K/yr
Ability to manage multiple client projects simultaneously, work closely with traders to execute trades in a timely and organized manner The use of Bloomberg and fixed income portfolio management ...
Fixed Income Private Wealth Portfolio Strategist
$35K - $130K/yr
Ability to manage multiple client projects simultaneously, work closely with traders to execute trades in a timely and organized manner The use of Bloomberg and fixed income portfolio management ...
Fixed Income Private Wealth Portfolio Strategist
Saint Petersburg, FL · On-site
$114K - $148K/yr
We also review existing client / prospect fixed income portfolios to assess credit risk, market ... Additionally, this candidate will be working with PCG complex and branch managers on the ...
Fixed Income Private Wealth Portfolio Strategist
Saint Petersburg, FL · On-site
$114K - $148K/yr
We also review existing client / prospect fixed income portfolios to assess credit risk, market ... Additionally, this candidate will be working with PCG complex and branch managers on the ...
Assistant Portfolio Manager
Goshen, IN · On-site
POSITION SUMMARY Supports the Equity Portfolio Manager with equity index portfolio management and ... Fixed Income Research & Portfolio Support * Provide research on bond issuers, including analysis of ...
Quick apply
Assistant Portfolio Manager
Goshen, IN · On-site
POSITION SUMMARY Supports the Equity Portfolio Manager with equity index portfolio management and ... Fixed Income Research & Portfolio Support * Provide research on bond issuers, including analysis of ...
Fixed Income Strategist
$114K - $148K/yr
Ability to manage multiple client projects simultaneously, work closely with traders to execute trades in a timely and organized manner The use of Bloomberg and fixed income portfolio management ...
Fixed Income Strategist
$114K - $148K/yr
Ability to manage multiple client projects simultaneously, work closely with traders to execute trades in a timely and organized manner The use of Bloomberg and fixed income portfolio management ...
Fixed Income Strategist
Saint Petersburg, FL · On-site
$114K - $148K/yr
... portfolio management • Advanced concepts and regulations related to fixed income capital markets Skills in • Excellent problem-solving skills to identify the needs of clients through effective ...
Fixed Income Strategist
Saint Petersburg, FL · On-site
$114K - $148K/yr
... portfolio management • Advanced concepts and regulations related to fixed income capital markets Skills in • Excellent problem-solving skills to identify the needs of clients through effective ...
About Us Wellington Management offers comprehensive investment management capabilities that span ... About the Role OVERVIEW We are looking to hire a Fixed Income Portfolio Analyst, based in Boston.
About Us Wellington Management offers comprehensive investment management capabilities that span ... About the Role OVERVIEW We are looking to hire a Fixed Income Portfolio Analyst, based in Boston.
You will leverage your expertise to provide strategic guidance, enhance portfolio performance, and ... Provide recommendations to senior members of the team and cascase updates to ensure the full team ...
You will leverage your expertise to provide strategic guidance, enhance portfolio performance, and ... Provide recommendations to senior members of the team and cascase updates to ensure the full team ...
Vice President, Portfolio Manager - Fixed Income
New York, NY · Hybrid
$220K - $250K/yr
Vice President, Portfolio Manager - Fixed Income Company: Everest Global Services, Inc. Job ... This position reports to the SVP and Head of Fixed Income and works closely with the Chief ...
New
Vice President, Portfolio Manager - Fixed Income
New York, NY · Hybrid
$220K - $250K/yr
Vice President, Portfolio Manager - Fixed Income Company: Everest Global Services, Inc. Job ... This position reports to the SVP and Head of Fixed Income and works closely with the Chief ...
New
Vice President, Portfolio Manager - Fixed Income
Warren, NJ · Hybrid
$220K - $250K/yr
Vice President, Portfolio Manager - Fixed Income Company: Everest Global Services, Inc. Job ... This position reports to the SVP and Head of Fixed Income and works closely with the Chief ...
New
Vice President, Portfolio Manager - Fixed Income
Warren, NJ · Hybrid
$220K - $250K/yr
Vice President, Portfolio Manager - Fixed Income Company: Everest Global Services, Inc. Job ... This position reports to the SVP and Head of Fixed Income and works closely with the Chief ...
New
Vice President, Portfolio Manager - Fixed Income
Warren, NJ · Hybrid
$220K - $250K/yr
Vice President, Portfolio Manager - Fixed Income Company: Everest Global Services, Inc. Job ... This position reports to the SVP and Head of Fixed Income and works closely with the Chief ...
New
Vice President, Portfolio Manager - Fixed Income
Warren, NJ · Hybrid
$220K - $250K/yr
Vice President, Portfolio Manager - Fixed Income Company: Everest Global Services, Inc. Job ... This position reports to the SVP and Head of Fixed Income and works closely with the Chief ...
New
Vice President, Portfolio Manager - Fixed Income
New York, NY · Hybrid
$220K - $250K/yr
Vice President, Portfolio Manager - Fixed Income Company: Everest Global Services, Inc. Job ... This position reports to the SVP and Head of Fixed Income and works closely with the Chief ...
New
Vice President, Portfolio Manager - Fixed Income
New York, NY · Hybrid
$220K - $250K/yr
Vice President, Portfolio Manager - Fixed Income Company: Everest Global Services, Inc. Job ... This position reports to the SVP and Head of Fixed Income and works closely with the Chief ...
New
Fixed Income Associate Portfolio Managers (APM) are responsible for supporting our global Portfolio Management teams through accurate and efficient implementation of portfolio decisions. They support ...
Fixed Income Associate Portfolio Managers (APM) are responsible for supporting our global Portfolio Management teams through accurate and efficient implementation of portfolio decisions. They support ...
Senior Fixed Income Portfolio Manager information
See salary details
$49.5K - $64K
6% of jobs
$64K - $78.6K
6% of jobs
$78.6K - $93.1K
7% of jobs
$99.4K is the 25th percentile. Wages below this are outliers.
$93.1K - $107.7K
12% of jobs
The median wage is $121.8K / yr.
$107.7K - $122.2K
19% of jobs
$122.2K - $136.8K
19% of jobs
$143.7K is the 75th percentile. Wages above this are outliers.
$136.8K - $151.3K
12% of jobs
$151.3K - $165.9K
7% of jobs
$165.9K - $180.4K
4% of jobs
$180.4K - $195K
3% of jobs
$195K - $209.5K
4% of jobs
$49.5K
$127.1K
$209.5K
How much do senior fixed income portfolio manager jobs pay per year?
What are the key skills and qualifications needed to thrive as a senior fixed income portfolio manager?
How does a senior fixed income portfolio manager typically collaborate with research analysts and traders to optimize portfolio performance?
What does a senior fixed income portfolio manager do?
What is the difference between Senior Fixed Income Portfolio Manager vs Fixed Income Analyst?
| Aspect | Senior Fixed Income Portfolio Manager | Fixed Income Analyst |
|---|---|---|
| Responsibilities | Oversees entire fixed income portfolios, makes investment decisions, manages risk | Researches and analyzes fixed income securities, provides recommendations |
| Credentials | Typically requires CFA, advanced degrees, extensive experience | Often holds CFA, finance or economics degrees, entry to mid-level experience |
| Work Environment | Leads teams, interacts with clients, strategic decision-making | Focuses on data analysis, financial modeling, market research |
| Industry Usage | Commonly employed in asset management firms, banks, hedge funds | Found 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 cities are hiring for Senior Fixed Income Portfolio Manager jobs?
Cities with the most Senior Fixed Income Portfolio Manager job openings:
What states have the most Senior Fixed Income Portfolio Manager jobs?
States with the most job openings for Senior Fixed Income Portfolio Manager jobs include:
What job categories do people searching Senior Fixed Income Portfolio Manager jobs look for?
The top searched job categories for Senior Fixed Income Portfolio Manager jobs are:
- Fixed Income Portfolio Manager Remote
- Director Fixed Income Portfolio Manager
- Vice President Of Portfolio Management
- Investment Portfolio Manager
- Global Portfolio Manager
- Client Portfolio Management
- Senior Portfolio Manager
- Commercial Portfolio Manager
- Regulatory Portfolio Management
- Vice President Portfolio Management

Other
Medical, Dental, Vision, Life, Retirement
Posted 11 days ago
Job description
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.
- 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.
- 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.
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.
About RMB Capital
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Chicago, IL, US
Year founded
2005