Associate Client Portfolio Manager jobs in United States
cer-icon
Apply on Employer Site
company-logo

American Century Investments · 1 day ago

Associate Client Portfolio Manager

American Century Investments is a leading global asset manager focused on investment management and dedicated to supporting medical research. The Associate Client Portfolio Manager – Fixed Income will provide investment product expertise and serve as a key representative of the Fixed Income investment team, engaging with clients and analyzing market trends.

Financial Services
badNo H1Bnote

Responsibilities

Demonstrate deep knowledge of American Century’s Fixed Income products, philosophy, and process. Effectively communicate investment strategy, performance attribution, and market insights across macroeconomic, credit, and interest rate environments
Analyze macroeconomic indicators, yield curves, credit spreads, and sector trends. Interpret and communicate results using analytical tools such as Bloomberg, FactSet, eVestment Alliance, Morningstar, or Aladdin
Deliver persuasive presentations to institutional and intermediary clients, prospects, and consultants. Act as the technical expert for Fixed Income strategies in new business pitches, investment reviews, product launches, and conference calls
Travel as needed to meet with clients and consultants domestically and internationally. Travel requirements will vary based on business needs and market conditions
Conduct investment training sessions for sales and marketing teams, focusing on Fixed Income strategy positioning and market dynamics
Position Fixed Income products competitively against peers, highlighting differentiators such as risk management, ESG integration, and portfolio construction
Create and maintain high-quality presentation materials tailored to Fixed Income strategies. Lead the development and updates of investment marketing content
Maintain detailed documentation of Fixed Income investment processes, philosophies, and portfolio construction methodologies
Serve as a liaison between the Fixed Income portfolio management teams and client-facing teams, ensuring alignment on strategy, risk, and performance messaging
Collaborate with investment teams to identify opportunities for new Fixed Income products and enhancements. Provide market feedback to inform product development
Support RFP responses related to Fixed Income strategies and ensure accurate product positioning
Lead or contribute to ad hoc projects that support the growth and evolution of the Fixed Income investment platform

Qualification

Fixed Income expertiseInvestment communicationsClient portfolio managementCFACAIA designationMacroeconomic analysisPresentation skillsThought leadership contentInstitutional-quality communicationTeam collaborationAdaptabilityStrategic mindset

Required

Bachelor's degree in finance, economics, or a related field. MBA preferred. CFA and/or CAIA designation strongly desired
Minimum of 5+ years of experience in Fixed Income investment management or sales
Proven experience in investment communications, product management, or client portfolio management within Fixed Income
Strong verbal, written, and presentation skills with the ability to translate complex investment concepts into client-friendly language
Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven

Preferred

Deep understanding of Fixed Income markets, instruments, and portfolio construction techniques
Ability to adapt to a dynamic coverage model and manage multiple product lines
Strategic mindset with a focus on franchise development and product positioning
Ability to synthesize top-down macro views with bottom-up credit and sector insights
Experience developing thought leadership content and delivering it across multiple channels
Institutional-quality communication skills
Strong relationships with distribution, product management, and investment teams
Comfort with leveraging technology and data tools to enhance productivity and communication

Benefits

Competitive compensation package with bonus plan
Generous PTO and competitive benefits
401k with 5% company match plus annual performance-based discretionary contribution
Tuition reimbursement, formal mentorship program, live and online learning

Company

American Century Investments

company-logo
American Century Investments an asset management company focused on delivering investment results.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Patricia Ribeiro
CIO
linkedin
Company data provided by crunchbase