Associate Fixed Income Portfolio Manager
On-site · Charlotte, North Carolina, United States
Job Summary
Associate Fixed Income Portfolio Manager to support the Fixed Income Strategies Team’s portfolio management, client servicing, and operational processes. Partner with the portfolio management team in security selection, research and risk management mandates; contribute to portfolio positioning aligned with macroeconomic trends and fixed income market conditions; obtain and/or maintain FINRA licenses per policy. Preferred familiarity with Bloomberg and BondEdge; focus on investment grade fixed income across taxable and tax-advantaged solutions for high-net-worth and institutional-style investors.
Required Qualifications
- 6+ months of experience in Wealth Investment Portfolio Management
- FINRA Series 65 or equivalent (e.g., active CFA designation)
Additional Requirements
- This position is not eligible for Visa sponsorship.
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