Fixed Income Portfolio Manager, Bond Separately Managed Retail Accounts (Bond SMAs)

About the position Responsibilities • Daily investment and improvement of Fidelity's bond Separately Managed Accounts (SMAs) for retail investors. • Develop investment thesis and views to advise iterative optimizations and high volumes of small-lot trades. • Engage analysts as key, ongoing contributors in investment strategy creation and implementation in alignment with team investment thesis. • Partner with taxable and municipal bond traders to execute strategies appropriately. • Manage daily cash flows to ensure best execution and compliance with guidelines and policies. • Coordinate the integration of the SMA trading activities with those of other Fixed Income portfolios. • Review completed trades to ensure desired execution. • Work closely with quant analysts on the PBM team to leverage taxable and municipal security level analytics and portfolio construction and order generation capabilities. • Coordinate and develop tools to enable how broad market and sector level views are implemented in large number of smaller SMAs. • Partner with enterprise technology teams with respect to ongoing improvements to portfolio tools and platforms. • Work with product and advisory teams on ongoing product development and marketing efforts. • Initiate and complete improvements of existing products as needed. • Understand legal and compliance requirements for all managed products. • Assist customer-facing distribution partners with representing market views, portfolio capabilities, performance, and related perspectives. • Establish and deliver regular investment messaging materials to support distribution needs. Requirements • Fixed Income investment experience and demonstrating understanding and views of bond markets and market structure. • Experience with the municipal bond market, issuers, fundamental factor and opportunities a plus. • Familiarity with fixed income risk, risk platforms, and risk metrics. • Genuinely interested in process improvement and efficiency. • Appreciation of and interest in the unique role of technology and coding in the SMA business. • Strong quantitative skills and technical skills a plus. • Creative thinker and problem-solver; flexible and welcoming of new insights and perspectives. • Meticulous attention to detail; strong ability to prioritize and manage time. • Humble teammate with consistent track record of partnering across the investment organization; passionate about developing and mentoring less experienced staff. • Unquestioned integrity and strong work ethic. • MBA or CFA. • 5+ years investment experience desirable. Benefits • Hybrid working model blending onsite and offsite work experiences. • Diverse and inclusive workplace. • Commitment to creating and nurturing a work environment that attracts the best talent. Apply tot his job Apply To this Job