Part Time Cfa Jobs Near Me

EOE Statement
Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).
Category
Investments
Description
This role is responsible for managing fixed income portfolios for a diverse client base. The Portfolio Manager will be accountable for investment decision-making, trade execution, and continuous portfolio oversight, with a strong focus on achieving client objectives and maintaining effective risk management.
Primary Responsibilities

• Manage and trade short-duration fixed income portfolios composed of U.S. Treasuries, agencies, investment-grade corporates, municipals, securitized products, CDs, and money market instruments.
• Ensure consistent portfolio management across client accounts while aligning with target allocations and unique client mandates.
• Cultivate and maintain strong relationships with Broker-Dealers to ensure optimal market coverage and best execution practices.
• Analyze individual securities and sectors-including money markets, municipals, corporates, securitized assets, and government securities-based on macroeconomic conditions, sector fundamentals, and interest rate outlooks.
• Provide customized analytical support and investment recommendations for clients and prospects in collaboration with sales team to support business development and client service efforts.
• Develop fixed income strategies, contributing to portfolio positioning across LGIPs, Money Market Funds, and Separately Managed Accounts.

Position Requirements
Qualifications and Experience

• Bachelor's degree in Finance, Economics, or a related field.
• Strong financial and credit analysis skills relevant to fixed income securities and portfolio support functions.
• Familiarity with key economic indicators and interest rate dynamics impacting fixed income markets.
• Proficiency with financial tools such as Bloomberg, Excel, and other research platforms.
• Experience with portfolio management systems (e.g., Bloomberg, MarketAxess).
• Progress towards or possession of a professional designation such as CFA, CMT, or an advanced degree (e.g., MBA).
• 1-3 years of relevant experience in asset management, trading, or fixed income research is a plus.

Skills & Competencies

• Strong interest in fixed income investing and a commitment to fiduciary excellence.
• Solid foundational knowledge of financial markets, economic drivers, and fixed income instruments.
• Exceptional attention to detail and organizational skills, with the ability to support multiple portfolios and team members effectively.
• Strong communication skills and a team-oriented mindset.
• Comfortable working in a fast-paced, evolving environment within a growing investment firm.
• High integrity, professional ethics, and a desire for continuous learning and development.

Full-Time/Part-Time
Full-Time
Shift
-not applicable-
City
Dublin
State
Ohio
Zip Code
43017
Key Words
Bloomberg, MarketAxess, CFA
Position
Portfolio Manager - Fixed Income
Number of Openings
1
Exempt/Non-Exempt
Exempt
Req Number
INV-26-00006
Open Date
8/25/2026
Location
Meeder Investment Management
About the Organization
Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 150 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $190 billion in assets under advisement.
Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.
Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder
*Assets Under Advisement consist of $190 billion of regulatory assets under management for which Meeder Investment Management's registered investment adviser affiliates provide continuous and regular investment management services as disclosed in their Form ADV and non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation but does not have the authority to effectuate transactions as of December 31, 2025.
This position is currently accepting applications.