Strategic Institutional Fixed Income Portfolio Manager

Professional Search by Kingsley Gate; Atlanta (GA); Hybrid; USD 140.000 - 200.000; Vollzeit

Zusammenfassung

Professional Search by Kingsley Gate seeks a Client Portfolio Manager to bridge investment teams and institutional clients. The role covers fixed income strategies, including investment-grade, high yield, and sector-specific approaches, with heavy emphasis on collateral and client engagement.

The ideal candidate has deep fixed income knowledge, proven institutional client experience, and the entrepreneurial drive to expand the firm’s institutional presence.

Qualifikationen

• Deep fixed income knowledge across rates, spreads, and sectors.
• Experience engaging institutional clients and communicating with sophisticated audiences.
• Proven ability to produce collateral, RFPs, and pitchbooks.
• Strong written and verbal communication with investment content.
• Familiarity with retail investment vehicles (mutual funds, ETFs).
• Proficient with portfolio analytics and reporting tools.

Aufgaben

• Produce client collateral and investment content for institutional clients.
• Complete RFPs, develop pitchbooks, and support commercialization of strategies.
• Engage with institutional clients to retain and grow relationships.
• Collaborate with portfolio managers and cross‑functional teams.

Kenntnisse

Fixed income knowledge

Institutional client experience

RFPs & collateral

Pitchbooks development

Strong communication skills

Ausbildung

Bachelor's degree in Finance/Economics/Business

CFA designation

CAIA designation

Tools

FINRA Series 7, 63, 66 licenses

Jobbeschreibung

Professional Search by Kingsley Gate seeks a Client Portfolio Manager to bridge investment teams and institutional clients. The role covers fixed income strategies, including investment-grade, high yield, and sector-specific approaches, with heavy emphasis on collateral and client engagement.

The ideal candidate has deep fixed income knowledge, proven institutional client experience, and the entrepreneurial drive to expand the firm’s institutional presence.