Fixed Income Portfolio Manager

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 magazine 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 are committed to creating fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We believe banking is a “local” business, requiring strong ties to the communities we serve and robust relationships with our customers.

With benefits starting on day one, 12 bank holidays, profit sharing, and company-matched 401(k) contributions, Zions aims to be an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.

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

The CILM team, part of Zions Wealth Management, primarily serves institutional clients including corporations, municipalities, foundations, non-profits, and public entities in the western U.S. We manage customized portfolios of short-term fixed income investments, aiming to enhance yields while ensuring safety of principal and liquidity. Our portfolios include US Treasuries, callable and non-callable Agencies, municipal bonds, commercial paper, corporate bonds, money market funds, and certificates of deposit.

The Fixed Income PM manages and trades high-quality fixed income portfolios, supports client relationships, develops presentations, provides portfolio reviews, and drives new business growth. Experience trading taxable fixed income securities is required. The role involves market analysis, client communication, and collaboration with the team to increase market expertise.

• Manage fixed income portfolios, including construction, valuation, and sensitivity analysis.
• Trade Treasuries, agencies, commercial paper, and investment-grade corporate bonds.
• Develop and support client relationships with various institutional clients.
• Create and deliver presentations to clients and prospects.
• Meet with clients regularly to discuss portfolio strategies.
• Communicate portfolio strategies and market insights effectively.
• Represent Zions at industry events and conferences.
• Assist clients with operational inquiries.
• Collaborate with team members on investment strategies and market insights.
• Perform other duties as assigned.

• Strong communication skills and service orientation.
• Ability to work collaboratively within Wealth Management.
• Experience with Bloomberg fixed income functionality.
• Proven analytical and quantitative skills.
• Experience managing and trading fixed income securities.
• Understanding of legal investment requirements (e.g., Utah Money Management Act).

• Bachelor’s degree required; CFA or MBA preferred.
• Minimum 10 years of fixed income management/trading experience.
• Ability to acquire Series 65 or 66 license.

We are recognized as a top employer and a leader in the Western markets, committed to community ties and customer relationships. We offer comprehensive benefits starting day one, including health insurance, paid holidays, 401(k), profit sharing, and more.