What are the responsibilities and job description for the Fixed Income Portfolio Manager position at Sound Income Group?
Job Type
Full-time
Description
POSITION: Fixed Income Portfolio Manager
Location: Fort Lauderdale – HQ
FLSA Classification: Exempt
Who We Are
Sound Income Strategies, a Sound Income Group company, operates as a Registered Investment Adviser (RIA), providing discretionary and non-discretionary investment management services to independent financial advisors and their clients nationwide. As a fiduciary, the firm is committed to portfolio oversight, regulatory compliance, and disciplined investment implementation aligned with client's objectives.
Position Summary
The Fixed Income Portfolio Manager is responsible for managing the firm’s fixed income investment process—from research and security selection to portfolio execution and advisor communication. This individual will work closely with the CIO and Co-CIO, serving as a key contributor to SIS’s investment strategy and as a trusted partner to our advisors and their clients.
Key Responsibilities
Must-Have Qualifications
Required Background And Education
We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:
$150K DOE
Full-time
Description
POSITION: Fixed Income Portfolio Manager
Location: Fort Lauderdale – HQ
FLSA Classification: Exempt
Who We Are
Sound Income Strategies, a Sound Income Group company, operates as a Registered Investment Adviser (RIA), providing discretionary and non-discretionary investment management services to independent financial advisors and their clients nationwide. As a fiduciary, the firm is committed to portfolio oversight, regulatory compliance, and disciplined investment implementation aligned with client's objectives.
Position Summary
The Fixed Income Portfolio Manager is responsible for managing the firm’s fixed income investment process—from research and security selection to portfolio execution and advisor communication. This individual will work closely with the CIO and Co-CIO, serving as a key contributor to SIS’s investment strategy and as a trusted partner to our advisors and their clients.
Key Responsibilities
- Conduct in-depth research, analysis, and valuation of fixed income securities, including corporate bonds, preferred stocks, and BDCs.
- Implement fixed income investment strategies aligned with the firm’s income-focused philosophy.
- Analyze corporate fixed income securities to identify investment opportunities and manage risk across client portfolios.
- Develop and maintain credit models, yield analysis, and market forecasts to support portfolio decisions.
- Execute bond trades and coordinate with the internal trading desk to ensure timely and accurate execution.
- Monitor portfolio performance, rebalance holdings, and provide insight into market movements and risk exposure.
- Prepare investment commentary, internal research reports, and performance summaries for advisors and clients.
- Participate in advisor calls, client meetings, and conference calls as a subject matter expert on fixed income markets.
- Collaborate with leadership on the construction and communication of the firm’s investment roadmap.
- Support the CIO and investment team with model portfolio oversight and income strategy optimization.
- Maintain ongoing compliance awareness and documentation aligned with RIA standards and regulatory guidelines.
Must-Have Qualifications
Required Background And Education
- Bachelor’s degree in Finance, Economics, or a related field.
- Minimum 7 years of experience in fixed income research, trading, or portfolio management.
- Proven ability to research and analyze corporate fixed income securities.
- Strong knowledge of corporate bonds, preferreds, and other income-generating securities.
- Experience using Bloomberg, Morningstar Direct, and other credit rating services or market analytics tools.
- Proficiency in Microsoft Excel and PowerPoint; experience with Schwab and Fidelity platforms a plus.
- Proven ability to clearly articulate investment strategy and performance to advisors and clients.
- Direct experience within boutique investment advisory firms or broker-dealer environments, particularly RIA or bond desk settings.
- Comfort speaking at conferences, webinars, or client events.
- Strong interpersonal skills and the ability to work collaboratively across teams and departments.
- An advanced degree, an MBA, a CFA, or progress toward CFA certification is a nice-to-have.
- Ability to work for extended periods at a desk using a computer.
- Ability to lift up to 10 pounds if/when necessary.
- Routine use of telephone and email.
- Office-based role with potential travel to conferences, events, and satellite offices as needed.
We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:
- 100% employer-covered medical benefits and HRA account
- Dental & vision plans
- Generous PTO 10 NYSE company holidays per year
- 401K with company match program
- Free onsite parking
- Company-provided laptop and required technology
- Access to an on-site gym (free of charge)
- Weekly vehicle detailing (at additional cost)
$150K DOE
Salary : $150,000