SVP, Client Portfolio Manager - Fixed Income

Finsight Group Inc

Atlanta (GA)

On-site

USD 190,000 - 270,000

Full time

14 days+

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Benefits offered by this job

Health insurance
401(k) matching
Tuition reimbursement
Paid time off
Volunteer time

Job summary

Voya Investment Management seeks a Senior Vice President, Client Portfolio Manager for its Fixed Income team in Atlanta. You will lead senior client engagement with institutional investors and intermediaries, presenting investment capabilities and driving asset growth, while collaborating on client materials and communications.

Requirements include a Finance degree with 15+ years in financial services, strong presentation skills, and experience in fixed income. Travel 40-60% is expected.

Qualifications

  • Bachelor’s degree in Finance or related field.
  • MBA and/or CFA preferred.
  • Experience in asset management or capital markets ideally with fixed income exposure.

Responsibilities

  • Present investment capabilities to institutional and intermediary clients.
  • Conduct portfolio reviews and support business development to drive asset growth.
  • Collaborate with CPM team to prepare materials and client communications.

Skills

Fixed income knowledge
Client engagement
Presentation skills
Relationship management
Communication
Strategic thinking

Education

Bachelor's degree in Finance
MBA or CFA preferred

Job description

The SVP, Client Portfolio Manager - Fixed Income plays a critical role in managing investor relationships and presenting investment capabilities with a focus on the institutional client segment. The position requires extensive experience in financial services, specifically in fixed income markets, along with strong presentation and client engagement skills. A Bachelor's degree in Finance or related fields is required, complemented by a minimum of 15 years in related experience.

Voya Investment Management (IM) is seeking an SVP, Client Portfolio Manager to support IM’s Fixed Income team. As a member of the Fixed Income Client Portfolio Manager Team, this role is responsible for presenting and working with external clients as a representative of Voya’s Fixed Income Platform. The SVP, Client Portfolio Manager will engage with Intermediaries (Retail) and Institutional Clients, with an emphasis on the Institutional channel. In addition, the SVP, Client Portfolio Manager will contribute to fixed income platform materials, thought leadership and client communications used with internal and external partners. This position will be located in the Atlanta office.

Key Responsibilities
  • Perform as a senior advocate and representative of IM's Fixed Income investment platform among internal stakeholders, institutional investors, consultants, and external clients, with approximately 40-60% travel required.
  • Serve as a senior client-facing representative of the Fixed Income platform, presenting investment capabilities to institutional and intermediary clients, conducting portfolio reviews, participating in prospect meetings, supporting business development efforts, and helping drive asset growth opportunities.
  • Collaborate with Fixed Income Client Portfolio Manager (“CPM”)/Portfolio Specialist team and portfolio managers in gathering and analyzing product and capital markets data, creating materials including commentaries, strategy-specific and thematic presentation books and various communication pieces.
  • Partner withPortfolio Management, Marketing and Distribution Teams toproducehigh quality investmentcommunications, research, white papers, insight pieces, RFP’s, commentaries, presentations, and other product content support.
  • Serve as a liaison between Investment and Sales colleagues across the organization on matters including, but not limited to portfolio management, marketing and communications, legal and compliance.
  • Conduct market research and uncovering and sharing insights regarding the competitive landscape.
  • Serve as a technical investment expert alongside sales professionals, helping articulate investment strategies, differentiate Voya's capabilities, and influence institutional investment decision-makers.
  • Respond to internal and external client inquiries.
Qualifications
  • Bachelor’s degree in Finance or related field with15years minimum of financial services experience, preferably in asset management or capital markets. Minimum 7-10 yearspublic or privateFixed Income experience required. MBA and/or CFA preferred.
  • Experience as a Client Portfolio Manager, Investment Specialist, Institutional Consultant, Manager Research Professional, or similar client-facing investment role within asset management, consulting, or capital markets environments.
  • Passion for investments, fixed income markets, and client engagement, with a demonstrated ability to communicate investment insights, influence decision-makers, and deliver solutions to sophisticated institutional investors.
  • Strong executive presence, credibility, and presentation skills with the ability to effectively engage institutional investors, investment consultants, and senior investment professionals.
  • Strong interpersonal skills with ability to engage with many individuals throughout the organization.
  • Ability to multi-task and work in a high-paced, team-oriented environment.
Compensation Pay Disclosure:

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer
  • Health, dental, vision and life insurance plans
  • 401(k) Savings plan – with generous company matching contributions (up to 6%)
  • Tuition reimbursement up to $5,250/year
  • Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
  • Paid volunteer time — 40 hours per calendar year
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