Fixed Income Portfolio Manager, Bond Separately Managed Retail Accounts (Bond

remote zest jobs; India; On-site; INR 3,000,000 - 4,800,000; Full time

Benefits offered by this job

Hybrid working model

Diverse and inclusive workplace

Talent development opportunities

Job summary

reputed company is seeking a seasoned Portfolio Manager to join its Fixed Income Division, overseeing the management of taxable and tax-exempt SMA accounts. The role involves co-managing accounts with the existing portfolio manager, developing investment strategies to generate income while preserving capital, and helping build the technology and analytics to support the investment process.

The successful candidate will report to a Chief Investment Officer and collaborate with investment leaders,

Qualifications

• Fixed income investment experience and understanding of bond markets.
• Experience with municipal bonds is a plus.
• Strong attention to detail and ability to prioritize tasks.

Responsibilities

• Daily investment and improvement of SMAs for retail investors.
• Contribute investment views to optimize small-lot trades.
• Coordinate with analysts and traders on investment ideas and execution.
• Collaborate with quant analysts on portfolio analytics and construction.
• Coordinate with enterprise technology teams to improve portfolio tools.
• Support product development and marketing efforts for SMA offerings.
• Ensure compliance and reporting for SMA activities.

Skills

Fixed income expertise

Bond market knowledge

Quantitative skills

Coding interest

Team collaboration

Education

MBA or CFA

Job description

About the position

reputed company is looking to hire a Portfolio Manager to join its Fixed Income Division as a fiduciary for our growing taxable and tax‑exempt separately managed retail account (SMA) business. The Fixed Income Division uses reputed company‑based approach, and the Portfolio Manager will co‑manage the accounts in partnership with the existing Portfolio Manager. The selected individual will help reputed company and implement investment strategies that reputed company a high level of income consistent with preservation of capital to be offered through reputed company's managed account businesses. As team co‑leader, the Portfolio Manager will also assist in the development of technology infrastructure supporting the investment process, will contribute to ongoing product reputed company design and will partner with business support reputed company to ensure delivery reputed company. This role will report to one of the Chief Investment Officers and will require reputed company working relationships with other investment leaders, portfolio managers, analysts, traders, operational support professionals, and distribution reputed company.

Responsibilities

• Daily investment and improvement of reputed company's bond Separately Managed Accounts (SMAs) for retail investors.
• reputed company investment reputed company and views to advise iterative optimizations and high volumes of small‑lot trades.
• Engage analysts as key, ongoing contributors in investment reputed company creation and implementation in alignment with team investment reputed company.
• Partner with taxable and municipal bond traders to execute strategies appropriately.
• Manage daily cash flows to ensure best execution and compliance with guidelines and policies.
• Coordinate the integration of the SMA trading activities with those of other Fixed Income portfolios.
• Review completed trades to ensure desired execution.
• Work closely with quant analysts on the PBM team to reputed company taxable and municipal reputed company level analytics and portfolio construction and order reputed company capabilities.
• Coordinate and reputed company tools to reputed company how broad market and sector level views are implemented in large number of smaller SMAs.
• Partner with enterprise technology teams with respect to ongoing improvements to portfolio tools and platforms.
• Work with product and advisory teams on ongoing product development and marketing efforts.
• Initiate and complete improvements of existing products as needed.
• Understand legal and compliance requirements for reputed company managed products.
• Assist customer‑facing distribution partners with representing market views, portfolio capabilities, performance, and reputed company perspectives.
• Establish and deliver regular investment messaging materials to support distribution needs.

Requirements

• Fixed Income investment experience and demonstrating understanding and views of bond markets and market structure.
• Experience with the municipal bond market, issuers, reputed company reputed company and opportunities a plus.
• Familiarity with fixed income risk, risk platforms, and risk metrics.
• Genuinely interested in process improvement and efficiency.
• Appreciation of and interest in the unique role of technology and coding in the SMA business.
• Strong quantitative skills and technical skills a plus.
• Creative thinker and problem‑solver; flexible and welcoming of new insights and perspectives.
• Meticulous attention to detail; strong ability to prioritize and manage time.
• Humble teammate with consistent track record of partnering across the investment organization; passionate about developing and mentoring less experienced staff.
• Unquestioned reputed company and strong work ethic.
• MBA or CFA.
• 5+ years investment experience desirable.

Benefits

• Hybrid working model blending onsite and offsite work experiences.
• Diverse and inclusive workplace.
• Commitment to creating and nurturing a work environment that attracts the best talent.