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Municipal Portfolio Manager
BCI - Brokerage Consultants Inc.
Lowell, MA
Category
Finance
Apply for Job
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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