• Fixed Income Portfolio Manager

    The Rice Partnership
    Job Description
    Position Title:                          Fixed Income Portfolio Manager
    Company:                               The Rice Partnership Llc
    Job Location:                          San Luis Obispo, CA 
    Industry Category:                  Public Finance
    Employment Type:                  Full-Time
    Education Required:               Four-Year Related Degree
                                                    MPA/MBA/CFA and/or rating agency experience a plus
    Experience Required:             5 years+

    Firm Overview
    As a boutique advisory firm which we prefer to be, we are able to provide our clients the highly personalized service and customization of their portfolios based on their individual needs for capital appreciation, income and risk tolerance which they deserve. The Rice Partnership is a Registered Investment Adviser which is independent, fee only, and privately held. Based in Honolulu, we serve clients in Hawaii and California. The firm has approximately $300 million of assets under management. We provide customized solutions tied to our client’s objectives. Our mission is to help our clients be good stewards of their capital and legacies through thoughtful wealth management solutions. We focus on customized planning to preserve, enhance, and perpetuate our clients’ wealth.

    Fixed Income Portfolio Manager
    Position Description
    Independently research, approve, and monitor municipal bonds purchased by the firm on behalf of individual clients, discuss the same with the Chief Investment Officer and traders to assist in properly valuing bonds being purchased/sold; review municipal bonds transferred to the firm as new client accounts are opened/into existing client accounts to determine suitability for investment; assist Wealth Advisors in the preparation of prospect/client presentations; monitor rating activity as regards the firms municipal bond holdings; keep abreast of industry trends in order to identify value/credit developments in the municipal market; gather data for and/or write occasional pieces on various aspects of the municipal market for internal and/or external distribution. 
    • Monitor rating changes on municipal bond holdings. 
    • Review rating agency and other external research reports to identify developments that could impact municipal bond holdings. 
    • Utilize daily/weekly internal reports to identify/perform preliminary research on municipal bonds transferred into new/existing client accounts. 
    • Maintain municipal database. 
    • Assist in the preparation of client/prospect presentations. 
    • Gather information required to research current/prospective municipal bond holdings. 
    • Research municipal issues (including refunded bonds) being considered for purchase. 
    • BA Degree and about 5 years municipal research experience preferred. 
    • MPA/MBA/CFA and/or rating agency experience (public finance) a plus. 

    Salary and Benefits
    Pay/benefits are competitive based on industry standards.
    • Salary will be based on experience
    • Bonus will be based on performance
    • Benefits include dental, vision, health care, 401k retirement savings
    The Rice Partnership Llc is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.

    EMAIL: bonnie@thericepartnership.com
    Contact Information