Fixed Income Investment Strategist

Responsibilities Serve as the West Coast-based Portfolio Strategist, with primary responsibility for supporting clients, prospects, and business development efforts across the region, while remaining fully integrated with the firm’s centralized Portfolio Strategies Group (PSG) Develop and communicate fixed income investment strategies across the firm’s separately managed account (SMA) platform Contribute to and provide input into PFMAM’s Fixed Income and Risk Management Working Group discussions, translating committee views into portfolio positioning and client‑facing messaging Synthesize economic, market, and portfolio insights into actionable strategy views; collaborate with Portfolio Strategists, Quantitative Analysts, and Portfolio Managers to support investment decision‑making Develop and maintain strategy guidance and market positioning materials for use across client‑facing teams, updating regularly based on market conditions Own and standardize the development of market updates and investment strategy materials for firm‑wide use, ensuring consistency of messaging across Distribution, Client Service, and Portfolio Management teams Serve as a fixed income subject matter expert (SME) and thought partner to internal and external stakeholders; produce thought leadership and educational materials for clients and prospects Develop and deliver fixed income education and training for internal teams and external clients, including presentations on market conditions, Federal Reserve policy, portfolio construction, and sector positioning Play a lead role in investment strategy positioning for RFPs and finalist presentations, including shaping messaging, coordinating inputs across teams, and ensuring alignment with firm‑wide investment views Provide strategic support to large and high‑priority client relationships, delivering tailored portfolio insights and ensuring consistent implementation across mandates Serve as a client‑facing representative of the investment team, delivering market updates, portfolio insights, and strategy discussions in client meetings, conferences, and training forums, with a focus on California regional engagement Partner with portfolio managers to lead strategy communication, client engagement, and presentation efforts, enabling investment teams to remain focused on portfolio management and trading execution Provide enhanced support for large and strategically important client relationships, delivering tailored portfolio strategy insights and ensuring consistent implementation across portfolios Act as a feedback conduit between clients and the investment team, incorporating client perspectives, market sentiment, and competitive insights into strategy development and messaging Facilitate communication between the investment team, trading desk, and client‑facing teams to improve efficiency, consistency, and delivery of investment solutions across regions Requirements High school diploma or equivalent Five or more years of experience in a consultative investment role CFA designation Bachelor’s degree in Finance, Economics, Business, Mathematics, or a related field, with a strong academic record 5 or more years of relevant experience in portfolio management, trading, strategy development, fixed income investment research, or quantitative analysis Demonstrated in-depth knowledge of fixed income securities, markets, and portfolio management principles Strong analytical and problem‑solving skills with a high level of attention to detail Proven ability to prioritize and manage multiple projects and deadlines simultaneously Effective leadership skills and the ability to collaborate within a team‑oriented environment Excellent written and verbal communication skills Commitment to the highest ethical standards, with a strong sense of personal accountability, risk management, and compliance awareness Advanced proficiency in Microsoft Office applications, particularly Excel and Copilot Working knowledge of Bloomberg or similar financial data platforms Willingness and ability to travel up to 50% as required #J-18808-Ljbffr Jobtailor