Fixed Income Portfolio Manager

Zions Bancorporation is currently seeking a Fixed Income Portfolio Manager (PM) to join the Corporate Investments & Liquidity Management (CILM) team.

About the Role :

The Corporate Investments & Liquidity Management (CILM) team is part of Zions Wealth Management. This division mainly serves institutional clients, including corporations, municipalities, foundations, non-profits, public entities, and other institutions in the western U.S. We manage customized portfolios of short-term fixed income investments, providing our clients with enhanced yield on their surplus cash balances while ensuring safety of principal and adequate liquidity. Our managed portfolios can include US Treasuries, callable and non-callable Agencies, taxable and tax-exempt municipal bonds, commercial paper, fixed and floating rate corporate bonds, money market mutual funds, and certificates of deposit. Since our investment portfolios are highly customized and short in duration, we interact frequently with our clients to ensure their liquidity needs are met. Getting to know clients and prospects well and providing services that contribute to their success is one of the most rewarding aspects of what we do.

The Fixed Income PM plays a key role on the CILM team managing and trading high-quality fixed income portfolios and supporting clients with a high level of service. Experience trading taxable fixed income securities required. The Fixed Income PM also develops client and prospective client presentations, provides client portfolio reviews, drives new business growth, delivers market talking points, and responds to client inquiries as needed.

Job Responsibilities :

• Proficient in all aspects of fixed income portfolio management including portfolio construction techniques, ability to assess relative value among fixed income securities, understand security sensitivity to interest rates or to change in credit spreads.
• Trade Treasuries, agencies, commercial paper, and investment-grade corporate bonds.
• Develop new, and support existing, high value client relationships such as corporations, public entities, foundations, endowments and not-for-profit organizations.
• Generate and deliver presentations to clients and prospects.
• Meet regularly with clients.
• Effectively communicate portfolio positioning, analysis, and strategy to clients and prospects.
• Speak at industry and bank events and conferences.
• Assist clients on an ad hoc basis with account inquiries and other operational needs.
• Work collaboratively with other CILM team members to coordinate investment strategy, generate investment ideas, and increase our overall knowledge base and expertise in the markets we cover.
• Other duties as assigned.

A Highly Qualified Applicant Will Possess These Qualities :

Education & Experience Requirements :

About Zions :

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to creating fulfilling career opportunities for outstanding people within our organization, rewarding them for their contributions to our success. Banking is a local business, and to be successful, we must forge strong ties to the communities we serve and strong relationships with our customers.

With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent and the drive; we provide the opportunity; together we create value for our clients, colleagues, communities, and shareholders.

Benefits :

This position is eligible to earn a base salary of $160,000 - $200,000 annually (plus bonus), depending on job related factors such as level of experience and location.