Portfolio Manager - Fixed Income

Position Summary: Cerity Partners is seeking an experienced and analytical Portfolio Manager, Fixed Income to support the management and oversight of fixed income portfolios. In this role, you will be an integral part of the fixed income team through assisting the Senior Fixed Income Portfolio Manager in the management and trading of separately managed fixed income portfolios primarily using individual bonds (taxable and tax-exempt) and ETFs. Primary Responsibilities: Specific responsibilities include, but are not limited to: Daily update of portfolio data for accuracy around positions, cash, structures and distributions Monitoring portfolio positions to identify potential risks Determine bonds needed to maintain desired portfolio structures Work with operations on proper trade execution and allocation. Monitoring fixed income offerings and helping identify value Conduct research and analysis of fixed income markets and securities Monitor external research to highlight risks and opportunities Prepare reports and presentations Evaluating new and secondary bond issuances Handling cash raise needs Executing trades for bonds and fixed income ETFs Overseeing daily cash management with focus on money market funds. Assist with various other projects as needed Follow firm policies and procedures, including all compliance policies as outlined by the company Required Qualifications: 5+ years of experience in investments, fixed income securities, and financial markets Bachelor’s degree in finance, economics, business, or related field Familiar with Bloomberg and custodial platforms Experience with order entry platforms and trade reconciliation Understanding of economic, industry, company, and market fundamentals Analytical and problem-solving skills Good time management, organizational and communications skills Strong attention to detail Advanced knowledge of excel and power point Compensation: $80,000 - $130,000 Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance – day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to View email address on click.appcast.io. Applicants must be authorized to work for any employer in the U.S. Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do. Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set. Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.