Category Investments
Description This role is responsible for managing fixed income portfolios for a diverse client base. The Portfolio Manager will be accountable for investment decision-making, trade execution, and continuous portfolio oversight, with a strong focus on achieving client objectives and maintaining effective risk management.
Primary Responsibilities - Manage and trade short-duration fixed income portfolios composed of U.S. Treasuries, agencies, investment-grade corporates, municipals, securitized products, CDs, and money market instruments.
- Ensure consistent portfolio management across client accounts while aligning with target allocations and unique client mandates.
- Cultivate and maintain strong relationships with Broker-Dealers to ensure optimal market coverage and best execution practices.
- Analyze individual securities and sectors-including money markets, municipals, corporates, securitized assets, and government securities-based on macroeconomic conditions, sector fundamentals, and interest rate outlooks.
- Provide customized analytical support and investment recommendations for clients and prospects in collaboration with sales team to support business development and client service efforts.
- Develop fixed income strategies, contributing to portfolio positioning across LGIPs, Money Market Funds, and Separately Managed Accounts.
Position Requirements Qualifications and Experience - Bachelor's degree in Finance, Economics, or a related field.
- Strong financial and credit analysis skills relevant to fixed income securities and portfolio support functions.
- Familiarity with key economic indicators and interest rate dynamics impacting fixed income markets.
- Proficiency with financial tools such as Bloomberg, Excel, and other research platforms.
- Experience with portfolio management systems (e.g., Bloomberg, MarketAxess).
- Progress towards or possession of a professional designation such as CFA, CMT, or an advanced degree (e.g., MBA).
- 1-3 years of relevant experience in asset management, trading, or fixed income research is a plus.
Skills & Competencies - Strong interest in fixed income investing and a commitment to fiduciary excellence.
- Solid foundational knowledge of financial markets, economic drivers, and fixed income instruments.
- Exceptional attention to detail and organizational skills, with the ability to support multiple portfolios and team members effectively.
- Strong communication skills and a team-oriented mindset.
- Comfortable working in a fast-paced, evolving environment within a growing investment firm.
- High integrity, professional ethics, and a desire for continuous learning and development.
Full-Time/Part-Time Full-Time
Shift -not applicable-
City Dublin
State Ohio
Zip Code 43017
Key Words Bloomberg, MarketAxess, CFA
Position Portfolio Manager - Fixed Income
Number of Openings 1
Exempt/Non-Exempt Exempt
Req Number INV-26-00006
Open Date 8/25/2026
Location Meeder Investment Management
This position is currently accepting applications. 
