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Job description
The Manager Solutions team is responsible for the research, selection, and ongoing monitoring of asset managers used across Global Wealth Management investment programs. The team supports a global client base and operates across New York, London, and Mumbai.
We are seeking a Vice President with a focus on fixed income funds, ETFs and separate accounts. This individual will play a critical role in manager research, investment underwriting, and ongoing monitoring across a variety of fixed income sectors. The role serves as a key point of contact for external asset managers and contributes directly to investment committee recommendations.
Key Responsibilities
Research, select, and monitor fixed income investment managers, with emphasis on evaluating investment process, team, philosophy, and performance
Present recommendations to investment committee and other internal stakeholders
Conduct manager due diligence meetings, preparing focused agendas, identifying inconsistencies between stated process and portfolio positioning, and producing clear, committee-ready meeting notes and recommendation memos
Proactively source new investment opportunities within relevant universes, assessing how potential additions complement or overlap with existing manager allocations
Partner with portfolio managers, portfolio strategy, and asset class leaders to ensure manager recommendations align with broader platform objectives
Communicate investment processes clearly to internal stakeholders, clients, and external managers
Required Qualifications
At least 6 years of hands-on investment experience within asset or wealth management, credit research (buy-side or sell-side), investment consulting, manager research at an institutional allocator, or similar roles
Strong knowledge or interest in fixed income markets
Superior writing and presentation skills - this role produces committee-level work product and requires the ability to communicate complex analysis clearly, precisely, and with appropriate nuance
Critical thinking and constructive skepticism - comfort pushing past marketing narratives, flagging risks, and distinguishing between genuine alpha and market beta
Strong interpersonal skills with the ability to represent the Private Bank externally in manager meetings and across internal teams
Quantitative competence with the ability to translate data into actionable investment conclusions
Series 7 and 63 or willing to obtain within the first 120 days in the role
Helpful additional qualifications
Deep familiarity with at least one fixed income sector (municipals, securitized, corporate investment grade, corporate high yield, leveraged loans); background in fixed income research, credit research or portfolio management
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.