Fixed Income Portfolio Manager

Company Description Heritage Capital Partners is an operator-led investment firm focused on acquiring and stewarding one exceptional business at a time. The firm partners directly with owners of profitable Canadian businesses who prioritize continuity, people, and long-term legacy over short-term financial engineering. Heritage Capital Partners emphasizes responsible ownership, stable leadership transitions, and sustainable value creation. Team members join a culture that values thoughtful decision-making, close collaboration with business owners, and a long-term investment horizon. The firm offers an environment where investment professionals can have a meaningful impact on portfolio companies and their stakeholders.
Role Description The Fixed Income Portfolio Manager is a full-time, on-site role based in Los Angeles, CA. This role is responsible for managing fixed income portfolios, including security selection, portfolio construction, and ongoing risk monitoring across various mandates. The Portfolio Manager will analyze macroeconomic trends, interest rate environments, credit markets, and yield curves to develop and implement investment strategies aligned with client objectives and firm guidelines. Day-to-day responsibilities include conducting fundamental and quantitative research on fixed income instruments and issuers, executing trades, monitoring portfolio performance, and adjusting positions as market conditions evolve. The role also involves preparing investment commentary, presenting portfolio updates to internal stakeholders and clients, and collaborating with the broader investment team on asset allocation and risk management initiatives.
Qualifications

• Strong expertise in Investment Management, with experience overseeing fixed income portfolios and aligning strategies with client objectives.
• Demonstrated ability to design and implement Investment Strategies, including duration positioning, sector allocation, and credit risk management.
• Hands-on experience in Portfolio Management and Investments, including security selection across government, corporate, and other fixed income instruments.
• Proficiency in Trading within fixed income markets, including order execution, liquidity assessment, and transaction cost awareness.
• Advanced analytical and quantitative skills; ability to interpret economic data, market indicators, and issuer financials.
• Excellent written and verbal communication skills, with the ability to present complex investment concepts clearly to diverse stakeholders.
• High level of integrity, sound judgment, and a disciplined, risk-aware approach to investing.
• Bachelor’s degree in finance, economics, or a related field; advanced degree or professional designation (e.g., CFA) preferred.
• Proficiency with portfolio analytics tools and market data platforms (e.g., Bloomberg, Excel, risk systems) is strongly beneficial.
• Ability to work on-site in Los Angeles, CA, and collaborate effectively within a small, high-performing investment team.