Tax-Exempt Fixed Income Portfolio Manager at Silvercrest Asset Management Group - ScoutJobs - The AI-curated global job board
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Silvercrest Asset Management Group
Posted 6 hours ago

Tax-Exempt Fixed Income Portfolio Manager

Silvercrest Asset Management Group

Requirements

10-15 years tax exempt fixed income experience, 5-7 years investment grade portfolio management, Strong credit analysis skills

Skills

FinanceCredit AnalysisPortfolio Management

About the role

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

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
  • Strong communication and organizational skills
  • Ability to work independently and exercise sound investment judgment

Preferred Qualifications

  • Experience working with high-net-worth client portfolios
  • CFA designation or master’s degree

About the Company

Silvercrest Asset Management Group LLC is a leading independent, registered investment advisor offering bespoke asset management and family office services to ultra-high-net-worth families and select institutional investors.

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Tax-Exempt Fixed Income Portfolio Manager

Silvercrest Asset Management Group · New York

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