Jobs via eFinancialCareers ยท 18 hours ago
Fixed Income Portfolio Manager - Financial Reserves Management (FRM) - Wellington Management Company, LLP
Boston, MA
Full-time
Hybrid
Mid, Senior Level
$120K/yr - $225K/yr
5+ years expWellington Management is a global investment management firm offering comprehensive capabilities across capital markets. They are seeking a Fixed Income Portfolio Manager to manage credit portfolios and collaborate with the FRM team to drive investment strategies and product development.
Financial Services
Responsibilities
Develop and manage credit strategies across client mandates, with an understanding of unique client needs to construct individualized portfolios
Lead a process that produces consistent idea generation across a broad set of portfolios and maintain the team's credit framework
Evaluate new-issue and secondary opportunities in IG and HY markets, assessing fundamentals, structure, covenants, and relative value
Monitor and analyze portfolio credit exposures, identifying deteriorating credits and recommending reallocations as needed
Integrate credit research insights into sector strategy, portfolio positioning, and security selection
Partner with portfolio managers and the implementation team to translate top-down strategy into actionable trades
Contribute to quarterly sector strategy meetings with IG & HY sector views and recommendations
Maintain and enhance credit models for relative value, duration, optimization, and credit beta
Leverage Python and AI tools (e.g., ChatGPT) to accelerate model development and test new investment approaches
Communicate investment rationale and market perspectives through client write-ups, presentations, and portfolio reviews
Qualification
Required
Strong credit and quantitative portfolio management skills
5-10 years of experience in an investment role
Proven ability to make successful fixed-income investment recommendations supported by rigorous analysis and clear communication
Strong risk management instincts, with the ability to assess volatile or distressed credits dynamically
Superior collaboration skills with a demonstrated ability to partner effectively across portfolio management, research, trading, and client-facing teams to achieve shared outcomes
Growth mindset and actively seeks to drive innovation and improve investment processes
Independent thinker with intellectual curiosity and entrepreneurial drive
Excellent presentation skills, with the ability to communicate investment strategy and performance to clients and colleagues
Strong quantitative aptitude and enthusiasm for leveraging technology in the investment process
Undergraduate degree with a strong academic record
Ability and willingness to travel
Preferred
Prior experience as an investment-grade or leveraged credit analyst is preferred
MBA and/or CFA preferred
Benefits
Discretionary Corporate Bonus and/ or Incentives
Retirement plan
Health and wellbeing
Dental, vision, and pharmacy coverage
Health savings account
Flexible spending accounts and commuter program
Employee assistance program
Life and disability insurance
Adoption assistance
Back-up childcare
Tuition/CFA reimbursement
Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
Company
Jobs via eFinancialCareers
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201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase