Tax-Exempt Fixed Income Portfolio Manager
Silvercrest Asset Management Group•New York, NY
About The Position
The Tax-Exempt Fixed Income Portfolio Manager will be responsible for managing investment-grade bond portfolios for high-net-worth clients, with a focus on short to intermediate duration strategies. This individual will play a key role in delivering consistent, risk-adjusted returns while aligning portfolios with client objectives. This role requires strong credit analysis capabilities, sound judgment, and the ability to operate independently within a collaborative, client-focused environment.
Requirements
- 10-15 years of relevant experience in tax exempt fixed income
- 5-7 years of tax exempt, investment grade, portfolio management experience
- Experience managing tax exempt, investment-grade bond portfolios
- Strong credit analysis skills
- Ability to work independently and exercise sound investment judgment
- Strong communication and organizational skills
Nice To Haves
- Experience working with high-net-worth client portfolios preferred
- CFA designation or master’s degree preferred
Responsibilities
- Manage tax exempt investment-grade bond portfolios across short to intermediate durations
- Perform fundamental credit analysis and ongoing monitoring of issuers and sectors
- Construct and maintain portfolios aligned with client objectives, risk tolerance, and income needs
- Evaluate relative value opportunities across the fixed income universe
- Monitor market conditions, interest rate trends, and economic developments
- Collaborate with internal teams to support client portfolios and reporting
- Participate in select client discussions as needed
Benefits
- robust benefits
- incentive-based compensation
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
Number of Employees
11-50 employees
