Our Municipal Bond team that manages over $3.2 billion in assets among six actively managed municipal ETFs and three distinct separately managed account strategies is currently seeking a Municipal Bond Portfolio Manager.
Duties include but are not limited to: performing the responsibilities of a co-portfolio manager for the firm’s six actively managed ETFs and three SMA strategies; actively contributing to the team’s investment process; participating as a member of the firm’s fixed income model committees; writing board reports and other required regulatory documents; assisting in marketing and sales efforts.
The successful portfolio manager candidate will be comfortable discussing relative value in terms of credit, sector, bond structure, yield curve and duration positioning relative to relevant benchmarks; have at least a four-year successful track record of managing municipal bond mutual funds or exchange-traded funds; be a team player; able to operate independently; and willing to handle multiple projects under time constraints.
Educational background must include a college degree. CFA and/or MBA (or its equivalent), or progress toward the CFA designation or MBA is essential.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Physical setting:
Schedule:
Experience:
- managing municipal bond mutual funds or ETFs: 4 years (Required)
License/Certification:
Work Location: In person