Senior Municipal Client Portfolio Manager, Fixed Income at Northern Trust

Chicago, Illinois, United States

Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset ManagementIndustries

Bachelor’s degree required
Relevant post-graduate work or progress toward is preferred (such as MBA or CFA)
Extensive experience in Municipal bonds, fixed income portfolio management, and client engagement
Ability to think strategically, collaborate productively, and problem-solve effectively
Familiarity with modern portfolio management techniques and technology
Experience developing and contributing to the development of high-quality content such as presentations, research papers, market commentary, RFPs, marketing collateral, and value-added responses to client inquiries

Maintain a high level of client engagement
First point of contact for internal sales and service partners
Respond to internal partner and client inquiries
Maintain real time portfolio/strategy knowledge of assigned NTAM capabilities
Stay abreast of markets and trends impacting NTAM capabilities and clients across segments including client objectives, flows, competitor insights
Maintain robust product knowledge of NTAM capabilities and the peer universe
Proactively share positioning with internal partners
Own content supporting RFPs, pitchbooks, etc. and coordinate with key partners including RFP, Marketing, Product, Distribution, Sustainable Investing, and Investment Teams to ensure high quality and timely delivery of collateral
Curate content and organize resources availability
Develop and promote thought leadership in support of the business
Support innovation through continued feedback from the market