Fixed Income Specialist / Portfolio Manager
- Employer
- Parthenon LLC
- Location
- Louisville, Kentucky
- Salary
- Salary plus potential bonus
- Closing date
- Feb 26, 2025
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- Job Function
- Portfolio Management: Fixed Income
- Industry Sector
- Asset Management
- Employment Type
- Full Time
- Education
- Bachelors
Parthenon LLC seeks a skilled portfolio manager with a specialty in fixed income, but also the ability to manage equity and balanced portfolios. In this role, you will be responsible for all the firm’s fixed income activity, including municipal bond and taxable fixed income portfolios, as well as institutional portfolios. The ideal candidate will have experience with fixed income analysis and management, a keen interest in the equity side of our business, and excellent communications skills.
Parthenon LLC
Parthenon LLC, based in Louisville, Kentucky, is a $1 billion independent, employee-owned registered investment advisor in its 25th year. We conduct internal research on all investments, both fixed and equity. Our client base consists of families, trusts, ERISA portfolios, endowments and other client types.
Key Responsibilities
- Develop and oversee firm’s fixed income investment strategies
- Cordinate and implement fixed income buys and sells for all Parthenon clients
- Manage performance-sensitive tax-free income accounts versus performance indexes such as the Bloomberg Intermediate Government/Credit
- Manage tax-free and taxable accounts to maximize client after-tax return
- Manage individual client equity and balanced portfolios
- Develop and implement investment strategies tailored to the client’s objectives, risk tolerance and time horizons
- Meet with, and communicate with, clients to discuss market and account performance, changing investment environments and client events that may impact financial goals
- Prepare various financial or investment reports as requested by clients
- Conduct research on potential investment opportunities Maintain knowledge of economic data and trends, Federal Reserve policy and interest rate movements Ensure compliance with regulations and policies
Qualifications
Bachelor’s degree, with an MBA or CFA Charter preferred
Experience in fixed income management and analysis, with a knowledge base and interest in equity management and analysis
Skills in analytical analysis of fixed income with a proficiency in financial software (Bloomberg). Excellent communication skills, with an ability to articulate complex market and security information with clients. Commitment to high ethical standards a must.
Compensation and Benefits
Salary commensurate with experience, with annual bonus opportunities based on firm profitability and individual performance
Fully paid family health insurance
Short-term disability insurance
Five weeks’ vacation
For consideration, submit your resume to: resume@parthenonllc.com or mail to:
Position
Parthenon LLC
435 N. Whittington Parkway, Suite 180
Louisville, KY 40222
Parthenon does not discriminate against any applicant for employment, or any employee, because of age, color, sex, disability, national origin, race, religion, veteran, or any other legally protected status.
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