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About the Role

The Taxable Fixed Income Trader and Senior Portfolio Associate will trade and manage investment-grade bond portfolios for high-net-worth and institutional clients, focusing on short- to intermediate-duration strategies. This role requires a strong relative value orientation and the ability to operate independently within a collaborative, client-focused environment.

Responsibilities

• Manage and execute trades for short to intermediate duration and cash management mandates
• Ongoing monitoring of issuers
• Construct and maintain portfolios aligned with client objectives, risk tolerance, and income needs
• Independently generate alpha-producing buy/sell ideas through relative value and fundamental credit analysis
• Collaborate with internal teams to support client portfolios and reporting
• Participate in select client discussions as needed

Requirements

• 5–10 years of relevant experience in taxable fixed income
• 3-5 years of taxable, investment-grade, portfolio management experience
• Ability to analyze investment-grade credits
• Experience working with SMA and high-net-worth clients
• Ability to work independently and exercise sound investment judgment
• Strong communication and organizational skills
• Extensive trading experience in US Treasury and corporate securities using electronic platforms
• Opportunity for individuals currently trading/managing money market or cash reserve accounts to expand into portfolio management

Skills

• Relative value orientation
• Independent operation
• Client-focused collaboration
• Fundamental credit analysis
• Trading
• Portfolio management
• Investment-grade credit analysis
• Communication
• Organization

Experience Level

• 5-10 years of relevant experience in taxable fixed income
• 3-5 years of taxable, investment-grade, portfolio management experience

Education Level

• CFA designation or Master’s Degree preferred

Salary/Compensations

• $165,000 to $225,000 base salary
• Bonus based on individual and firm performance
• Total compensation will vary based on experience, qualifications, and overall contribution

Benefits

• Robust benefits