Lido Advisors, LLC, an established and expanding wealth management firm, is seeking an experienced and knowledgeable Fixed Income Portfolio Manager to join our team. 

The successful candidate will have a strong background in bond portfolio management and a deep understanding of fixed-income markets. This role involves constructing and managing individual bond portfolios that align with client objectives and parameters. The Fixed Income Portfolio Manager will also monitor portfolio risk metrics and interface with clients as needed.
 

Duties and Responsibilities

• Construct and manage individual bond portfolios in line with client objectives and parameters.
• Utilize Bloomberg and other fixed income research platforms to inform investment decisions.
• Monitor portfolio risk metrics to ensure alignment with risk tolerance and investment objectives.
• Interface with clients to discuss portfolio performance, strategies, and address any inquiries.
• Apply strong analytical and organizational skills to manage and optimize portfolio performance. 

• Bachelor’s degree or higher in finance, economics, or a related field.
• Minimum of 5 years of experience in fixed income portfolio management.
• In-depth understanding of bond portfolio management principles.
• Proficiency with Bloomberg and other fixed income research platforms.
• Excellent analytical and organizational skills.
• Strong communication skills with the ability to interface with clients effectively. 

We are an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. 

In addition, we do not discriminate against qualified applicants with arrest or conviction records. 

The successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. The range below is an estimate and may be modified in the future. 

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