Taxable Fixed Income Trader and Senior Portfolio Associate

Job Objective

The Taxable Fixed Income Trader and Senior Portfolio Associate will manage investment-grade bond portfolios for high-net-worth clients, focusing on short to intermediate duration strategies.

Key responsibilities

• Manage taxable investment-grade bond portfolios across short to intermediate durations
• Perform fundamental credit analysis and ongoing monitoring of issuers and sectors
• Construct and maintain portfolios aligned with client objectives, risk tolerance, and income needs
• Evaluate relative value opportunities across the fixed income universe
• Maintain awareness of market conditions, interest rate trends, and economic developments
• Collaborate with internal teams to support client portfolios and reporting
• Participate in select client discussions as needed

Job Requirements

• 5–10 years of relevant experience in taxable fixed income
• 3-5 years of taxable, investment grade, portfolio management experience
• Experience managing taxable, investment-grade bond portfolios
• Strong credit analysis skills
• Experience working with high-net-worth client portfolios preferred
• CFA designation or Master’s degree preferred
• Ability to work independently and exercise sound investment judgment
• Strong communication and organizational skills

Pay

The expected base salary range for this position is $150,000 to $200,000, with a bonus based on individual and firm performance. Total compensation will vary based on experience, qualifications, and overall contribution.

Schedule

Fixed Income

Location

New York, NY