Fixed Income Portfolio Manager

Overview

Who is Fixed Income Portfolio Manager?

The Fixed Income Portfolio Manager position in the investment group implements fixed-income strategy in the management of client assets. The Fixed Income Portfolio Manager is responsible for monitoring market environment and impacts on portfolio, buying and selling securities in euro and foreign markets to adjust portfolio and manage relation with brokers, assessing portfolio performance, working closely with asset managers to set up and follow investment mandates, Investment Management - Investment Strategy team to continually develop expertise and share market view.

Typical day at work

What does Fixed Income Portfolio Manager do?

Fixed Income Portfolio Manager's responsibilities include analyzing, selecting, trading, and monitoring fixed income securities and portfolios for clients. The Fixed Income Portfolio Manager is tasked with setting the strategic direction for fixed income portfolios. Some of them work with individuals and families, while others focus their attention on institutional or corporate investors.

1. A portfolio Manager usually is supposed to analyze, select, trade, and monitor fixed-income securities.
2. To be able to Implement and execute a fixed income strategy of client portfolios.
3. To oversee the daily management of investment portfolios on behalf of individual or institutional clients.
4. To able to create and manage an overall investment strategy that matches client needs by selecting an appropriate mix of securities and investment products.
5. To be able to manage portfolios consistently across accounts while balancing unique objectives for each client.
6. To be able to source, analyze, trade, and evaluate individual securities in the municipal, corporate, and government sectors.

Abilities & aptitude needed

What are the skills, abilities & aptitude needed to become Fixed Income Portfolio Manager?

Portfolio managers usually start their careers as financial analysts. 

• Skill sets pertaining to Fixed Income Investments like extensive knowledge of financial markets/instruments/regulations, economic theories, and relationships, valuation tools are highly expected out of a Portfolio Manager. 
• Apart from this, the Portfolio Manager must possess very strong organizational and time management skills in order to manage over 100 fixed income portfolios effectively.
• A portfolio manager must be flexible and adaptive enough to a dynamic environment.
• Lastly, a good Portfolio Manager is someone who has excellent communication skills and the ability to work with other team members toward a common goal.

Courses

Which course I can pursue?