Municipal Bond Portfolio Manager

Recruiter
Confidential.
Location
Wheaton, Illinois (US)
Salary
Competitive
Posted
08 Dec 2021
Closes
07 Jan 2022
Industry Sector
Brokerage, Finance - General
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Masters

Our municipal bond team manages over $3.2 billion in assets among its six actively managed municipal exchange traded funds (ETFs) and three distinct separately managed account strategies, and is currently seeking a Municipal Bond Portfolio Manager

Duties of the portfolio manager will include performing the responsibilities of a co-portfolio manager for the firm’s six actively managed ETFs and three SMA strategies, actively contributing to the team’s investment process, participating as a member of the firm’s fixed income model committees, writing board reports and other required regulatory documents, and assisting in marketing and sales efforts with First Trust wholesalers. The successful portfolio manager candidate will be comfortable discussing relative value in terms of credit, sector, bond structure, yield curve and duration positioning relative to relevant benchmarks.

Qualifications:  The portfolio manager should have at least a four-year successful track record of managing municipal bond mutual funds or exchange-traded funds. The candidate must be a team player, able to operate independently, and willing to handle multiple projects under time constraints.

Educational background must include a college degree. CFA and/or MBA (or its equivalent), or progress toward the CFA designation or MBA is essential. Compensation will include a competitive salary and significant bonus potential.

 

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