US Fixed Income & Multi-Asset Manager Research, VP

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