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Wellington Management · 1 month ago

Fixed Income Portfolio Manager - Financial Reserves Management (FRM)

Boston, MA

Full-time

Hybrid

Senior Level

$120K/yr - $225K/yr

5+ years exp

Wellington Management offers comprehensive investment management capabilities across global capital markets. They are seeking a Fixed Income Portfolio Manager to manage credit portfolios and collaborate with the FRM team to shape investment strategies and product development.

AdviceAsset ManagementFinanceFinancial ServicesInsurance

H1B Sponsor Likely

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

Credit portfolio managementFixed income investment analysisRisk managementQuantitative aptitudeClient communicationIntellectual curiosityEntrepreneurial driveTechnology leverageMBACFACollaboration skillsPresentation skillsGrowth mindset

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

MBA and/or CFA

Benefits

Discretionary Corporate Bonus

Retirement plan

Health and wellbeing

Dental

Vision

Pharmacy coverage

Health savings account

Flexible spending accounts

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

Wellington Management

Glassdoor4.1

Wellington Management focuses on investment management by applying its resources to meet the needs of the institutional clients it serves.

Founded in 1933

Boston, Massachusetts, USA

1001-5000 employees

http://wellington.com

H1B Sponsorship

Wellington Management has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (79)

2024 (52)

2023 (62)

2022 (91)

2021 (82)

2020 (62)