Senior Client Portfolio Manager - Fixed Income

BNY; Boston (MA); On-site; USD 120,000 - 190,000; Full time

Job summary

BNY Investments seeks a Client Portfolio Manager to join the Client Portfolio Management team in Boston. The ideal candidate has a fixed income background and cross-asset experience is a plus, with 8–10 years in client-facing roles and CFA/advanced degree preferred.

The role involves communicating the firm’s investment philosophy, products, and competitive positioning to internal teams and external clients, while maintaining consultative discussions with investors and contributing to marketing

Qualifications

• 8–10 years in a client-facing technical role such as marketing or product specialist.
• CFA and/or advanced degree preferred.
• Strong written and verbal communication; ability to explain complex ideas clearly.
• Ability to build and maintain relationships with portfolio management, research, and distribution teams.
• Independent work style and high self-motivation.
• Understanding of AI-enabled tools and practical applications.

Responsibilities

• Effectively communicate Insight’s history and value proposition as an asset management firm.
• Effectively communicate the firm’s product offerings (including Mutual Funds, CITs and ETFs) and investment philosophy, processes and resources to strategically position the firm against industry competitors, ultimately driving new business.
• Function as a champion of the business working with the broader distribution and investment teams to determine proper positioning of strategies and represent the firm and its products with internal and external sales teams and end clients.
• Maintain highly consultative and solutions‑based discussions with existing and prospective investors.
• Contribute to development and maintenance of marketing and materials including fund commentaries and investment reports.
• Inform and support the development of our product offering to include additional mutual funds, ETFs, CITs and SMA platform.
• Contribute market intelligence to Insights monitoring of the competitive landscape.

Skills

Investment acumen

Analytical skills

Written and verbal communication

Relationship building

Independent work style

AI tools understanding

Education

CFA or Advanced degree

Job description

BNY Investments seeks a Client Portfolio Manager to join the Client Portfolio Management team in Boston. The ideal candidate has a fixed income background and cross-asset experience is a plus, with 8–10 years in client-facing roles and CFA/advanced degree preferred.

The role involves communicating the firm’s investment philosophy, products, and competitive positioning to internal teams and external clients, while maintaining consultative discussions with investors and contributing to marketing