Technical Service Delivery Manager
Truist
AnsibleAWSAzureCloudGoogle Cloud PlatformJenkinsKubernetesOpenShiftPMPPrometheusServiceNowSplunk+2 more
Lead Portfolio Manager – Municipal Fixed Income
Wells Fargo
full-time
Posted on:
Location Type: Office
Location: Charlotte • Minnesota, North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $139,000 - $239,000 per year
Job Level
Senior
Tech Stack
PythonSQLVBA
About the role
- Manage a large book of fixed income portfolios on behalf of High-net-worth clients, trusts, and institutions
- Implement tax sensitive income strategies, with somewhat broad investment authority and act independently within the established VIG (Verification of Investment Guidelines)
- Lead team strategy calls and execute strategic and tactical positioning in accordance with strategy team allocations
- Communicate the Fixed Income Strategies Teams current strategy and deliver market updates to the broader Wealth Investment Management (WIM) community
- Participate in fixed income outreach to internal partners
- Provide on-going support to generalist advisor partners in their knowledge, awareness, and implementation of fixed income management
- Work with Client Relationship Group (CRG) partners to provide ongoing service to existing clients
Requirements
- 5+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Successfully completed FINRA Series 65 exam to qualify for immediate registration (or FINRA recognized equivalents, such as active Chartered Financial Analyst designation)
- Proven ability to generate strong investment performance and deliver business growth strategies
- Ability to develop partnerships and collaborate with other business and functional areas
- Knowledge of Bloomberg and or BondEdge Municipal fixed income trading, research or portfolio management experience
- Knowledge of coding languages (VBA, Python, R, SQL)
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Wealth Investment Portfolio Managementfixed income managementtax sensitive income strategiesinvestment performanceVBAPythonRSQLBloombergBondEdge
Soft skills
leadershipcommunicationcollaborationpartnership developmentstrategic positioningtactical positioningclient servicemarket updatesteam strategysupport
Certifications
FINRA Series 65Chartered Financial Analyst
