Senior Municipal Client Portfolio Manager, Fixed Income at Northern Trust

Chicago, Illinois, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset ManagementIndustries

Requirements

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

Responsibilities

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

Skills

Key technologies and capabilities for this role

Fixed IncomePortfolio ManagementClient EngagementMunicipal BondsAsset ManagementInvestment StrategyBusiness DevelopmentSales Support

Questions & Answers

Common questions about this position

What is the employment type for this Senior Municipal Client Portfolio Manager role?

The position is full-time employment.

Is this role remote or does it require office presence?

This information is not specified in the job description.

What qualifications are required for this position?

A Bachelor’s degree is required, and relevant post-graduate work or progress toward credentials like an MBA or CFA is preferred. Extensive experience in the field is also desired.

What is the company culture like at Northern Trust?

Northern Trust emphasizes enduring principles of service, expertise, and integrity, providing innovative financial services with leading technology and exceptional service to sophisticated clients.

What makes a strong candidate for this Client Portfolio Manager role?

Strong candidates will have a Bachelor’s degree, preferably with progress toward an MBA or CFA, extensive relevant experience, deep knowledge of fixed income markets, and the ability to maintain high client engagement and thought leadership.