Municipal Portfolio Manager

BCI - Brokerage Consultants Inc.
Lowell, MA
Category Finance
Job Description
A well-established, full-service commercial bank and financial services firm seeks a Municipal Portfolio Manager to manage municipal and government portfolios, partner with Relationship Managers, and deliver a coordinated investment management experience.

Requirements

  • 10+ years of experience in portfolio or investment management
  • Bachelor’s degree in Finance, Economics, Business, or a related field
  • Strong analytical skills with exceptional attention to detail and ability to manage multiple priorities
  • Proven ability to work collaboratively in a team-based, client-focused environment
  • CFA, MBA, or CFP desired
  • Experience with investment platforms such as Bloomberg, FactSet, Morningstar, Tradeweb, MarketAxess, Moxy, or SEI a plus

Benefits

  • 401(k) and defined contribution retirement plans
  • Long-term disability and life insurance
  • Dependent care reimbursement
  • Tuition assistance for undergraduate and graduate programs
  • Award-winning wellness program
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