Director, Muni Client Portfolio Manager
About The Position
The Director- Client Portfolio Manager, Muni-NEFI supports activities within municipal investment products and the client portfolio management for municipal strategies by ensuring timely, accurate, and accessible performance information is available to the Investment Team, internal business partners, and outside clients. Working independently with general supervision, this role is responsible for supporting portfolio-level metrics and performance attribution, assisting with RFP requests, and serving as a resource for both internal stakeholders and external clients seeking to understand municipal strategy performance.
Requirements
- 2+ years of Municipal Fixed Income experience
Nice To Haves
- 3+ years of municipal performance attribution experience
- RFP experience
- Working knowledge of Bloomberg & InvestorTools
- Strong communication skills
- Familiarity with fixed income markets
Responsibilities
- Supports the Investment Team and internal business partners by compiling and analyzing portfolio-level metrics, performance data, and attribution analysis, and communicating findings in a clear and succinct manner to both internal audiences and external clients as needed.
- Assists with the preparation and completion of RFP requests, coordinating with portfolio management, research, and operations to ensure responses are accurate, thorough, and delivered in a timely manner.
- Supports performance attribution efforts across municipal strategies, including the ability to clearly articulate attribution results to investment team members, sales, and outside clients in a meaningful and digestible way.
- Maintains and supports relationships with client portfolio managers, sales teams, and internal business partners by providing account-level information regarding portfolio holdings, performance metrics, and relevant analytics as needed.
- Responds to questions from external clients and internal stakeholders regarding municipal fund offerings, working cross-functionally with portfolio management, research, and operations to address specific inquiries.
- Assists in reviewing and updating marketing materials as appropriate in support of municipal strategy positioning.
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
Associate degree
Number of Employees
5,001-10,000 employees
