Senior Fixed Income Portfolio Manager jobs in United States
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Wilmington Trust · 15 hours ago

Senior Fixed Income Portfolio Manager

Wilmington Trust is seeking a Senior Fixed Income Portfolio Manager to provide investment management advisory services to clients. The role involves formulating investment strategies, managing portfolio performance, and ensuring compliance with regulatory standards.

Financial ServicesWealth Management

Responsibilities

Articulate the investment process to clients, prospects and internal sales staff. Provide investment management advisory services to complex clients
Maintain sole responsibility or as a team member for the investment performance of a portfolio or model. Ensure activities adhere to established investment guidelines and policies, while meeting the investment objectives of the client
Manage, supervise and direct investment-related activities with acceptable levels of risk
Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management
Promote an environment that supports belonging and reflects the M&T Bank brand
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable
Complete other related duties as assigned

Qualification

Investment ManagementPortfolio ManagementCFA CertificationFinancial AnalysisTeam Collaboration

Required

Bachelor's degree and a minimum of 7 years' financial and/or investment experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' financial and/or investment experience

Preferred

Minimum of a Bachelor's degree in Business Administration, Finance or Accounting
Minimum Of 7 Years' Investment/portfolio Management And/or Research Experience
CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant) designation

Company

Wilmington Trust

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Wilmington Trust is a financial institution that has wealth advisory for institutions and corporations.

Funding

Current Stage
Late Stage

Leadership Team

E
Edward Moon
Senior Vice President
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Lisa Roberts
Senior Executive Vice President, Head of Wealth Management
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Company data provided by crunchbase