Full-Time
Manager – Fixed Income
PWM Fixed Income
Updated on 9/13/2026
William Blair
1,001-5,000 employees
Investment banking, research, brokerage, asset management
Compensation Overview
$165.3k - $209k/yr
Chicago, IL, USA
In Person
Bachelor's, MBA
 Finance & Banking (1) |
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- A bachelor's degree is required, along with an advanced degree and/or industry designation such as a Master of Business Administration, Chartered Financial Analyst, or Certified Financial Planner.
- At least 8 years of relevant experience in investment consulting or analysis is required.
- The SIE Exam, Series 7, Series 63, and Series 52 licenses must be acquired within 150 days of employment; Series 53 is preferred.
- A proven track record of managing fixed income portfolios and delivering client-focused solutions is required.
- Strong knowledge of fixed income securities, credit analysis, interest rate risk management, and portfolio construction is required, along with proficiency in financial modeling and analytical tools.
- The candidate must be able to interpret complex financial data and market trends.
- The candidate must have strong written and verbal communication skills and be able to present information clearly to clients and stakeholders.
- The candidate must be able to build and maintain strong client relationships and understand clients' needs and objectives.
- The candidate must be able to work collaboratively and contribute to the Consulting Services team.
- Excellent sales and presentation skills are required.
- The candidate must be able to lead a team and foster professional growth and development.
- Strong municipal experience and skills are required.
- Manage the implementation of fixed income investment strategies and provide recommendations based on sector expertise.
- Analyze macroeconomic factors, interest rate trends, and credit conditions to inform strategy; provide recommendations to senior team members and cascade updates to the full team.
- Advise clients on fixed income investments, complete frequent portfolio reviews, adjust strategies as necessary, and communicate changes to affected parties.
- Lead portfolio construction efforts, assess security selection and portfolio weights, rebalance portfolios based on index and model changes, and align construction with asset allocation guidelines and firm standards.
- Research fixed income securities, including government, corporate, and municipal bonds and other debt instruments, and evaluate credit risk, interest rate risk, and market trends.
- Provide fixed income portfolio management expertise in investment strategy, client, sales, and marketing meetings; resolve escalated client and operational issues; and contribute portfolio management perspective to initiatives improving technology, processes, performance, and efficiency.
- Collaborate with the PWM Capital Markets team to deliver cohesive investment solutions.
- Prepare and present reports, investment proposals, and performance reviews to clients and communicate investment strategies and outcomes.
- Maintain knowledge of fixed income market developments, economic indicators, regulatory changes, and industry trends, and use that information to adjust strategies and communicate changes to the broader team.
- Ensure investment activities comply with regulatory requirements and internal policies and implement risk management practices to protect client portfolios.
- Manage a small team of Fixed Income professionals.
- Guide and mentor junior team members and foster a collaborative, high-performance culture within the Consulting Services team.
- Perform additional responsibilities as requested.
- Series 53 license.
William Blair is a privately held, employee-owned financial services firm offering investment banking, equity research, brokerage, asset management, and private capital services. It combines advisory, research, trading, asset management, and private capital solutions to help clients raise, invest, and manage capital. Being privately held and employee-owned can influence client relationships and decision-making, and the firm provides multiple services under one roof as a single partner for diverse needs. Its goal is to help clients grow and protect capital through comprehensive financial services across advisory, research, trading, asset management, and private capital solutions.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
$409M
Headquarters
Berlin, Germany
Founded
1935
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Simplify's Take
What believers are saying
- September 2026 news shows active deal flow across M&A, research, and sector coverage.
- July 2026 launched Global Leaders Select with $225 million seed and Chandan Khanna.
- 2026 hires and Inner Circle Sports expanded healthcare, technology, and sports advisory coverage.
What critics are saying
- The 2023 SEC order imposed a $10 million penalty for recordkeeping violations.
- Private-banking revenue depends on episodic M&A; a 2026 slowdown crushes fee income.
- A 2026-2027 senior talent exodus to Evercore or Lazard can cripple coverage.
What makes William Blair unique
- Employee-owned partnership aligns bankers, researchers, and portfolio managers around client economics.
- William Blair spans banking, research, trading, asset management, and private capital globally.
- Leaders platform and concentrated strategies target high-conviction equity and EM debt investing.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
401(k) Retirement Plan
401(k) Company Match
Paid Time Off
Parental Leave
Fertility Treatment Support
Family Planning Benefits
Paid Vacation
Wellness Program
Mental Health Support
Conference Attendance Budget
Professional Development Budget
Stock Options
Hybrid Work Options
Remote Work Options
Paid Holidays
PTO/vacation
Company News
William Blair Investment Management has launched its fourth SICAV fund in Taiwan, expanding beyond US equities and hard-currency debt. The new William Blair Emerging Markets Debt Local Currency SICAV Fund focuses on local currencies and interest rates across emerging economies. The emerging markets debt team manages approximately $1.2 billion as of June 2026. The actively managed strategy combines macroeconomic analysis with country and security selection, without benchmark constraints. William Blair sees attractive opportunities in local-currency emerging markets debt due to stronger policy frameworks, attractive real interest rates, and favourable growth prospects in many emerging economies. The fund is managed by Marcelo Assalin and Lewis Jones. The launch follows William Blair's recognition as Best Emerging Markets Local Currency Fixed Income Manager at the 2025 Citywire Asia Asset Management Awards, reinforcing the firm's expansion in Asian markets.
William Blair IM launches Global Leaders Select strategy. William Blair Investment Management has appointed Chandan Khanna as co-portfolio manager. 23 July 2026 William Blair Investment Management (IM) has announced the launch of the Global Leaders Select strategy, with the appointment of Chandan Khanna as co-portfolio manager alongside Hugo Scott-Gall, head of William Blair's global equity team. The Global Leaders Select strategy is a concentrated portfolio of 25-35 leading global companies which combine quality and growth characteristics. The strategy is benchmark-agnostic and aims to deliver strong long-term returns for investors through conviction, concentration, and compounding. While Global Leaders Select is a newly launched strategy, Khanna has a five-year track record of delivering strong performance with a similar approach, according to a statement by William Blair IM. Khanna (pictured) has more than 15 years of experience as a public equity investor. Most recently, he was senior partner and portfolio manager at Eighteen48 Partners, managing the Sixteen02 Global Equity Fund. Prior to this, he was the lead global equity portfolio manager at Rezayat Investments and held roles at Capital Group and Morgan Stanley, having started his career at KPMG. Global Leaders Select is part of William Blair's Leaders platform, a series of actively managed equity portfolios focused on high-quality companies with strong competitive advantages, pricing power, and earnings growth. This includes William Blair's Emerging Market Leaders, International Leaders and Global Leaders strategies. William Blair Investment Management's Global Leaders Select strategy has been seeded with $225 million in a separately managed account. Khanna will work alongside Hugo Scott-Gall and William Blair's global equity team to manage the strategy. Khanna commented: "William Blair has a long history of combining deep fundamental research with a forward-looking, global mindset aligning with this strategy's focus on identifying best-in-class or emerging best-in-class companies which offer attractive growth and underappreciated earnings power. I look forward to continuing delivering for the firm's clients." MORE ARTICLES ON
William blair IM hires chandan khanna to manage global leaders select strategy. Alongside hugo scott-gall. William Blair Investment Management has appointed Chandan Khanna as co-portfolio manager of its newly launched Global Leaders Select strategy. To continue reading this article... Join investment week today. Free for those involved in advising, managing and/or analysing investments or £1 per day for professionals outside of these roles.
William Blair Investment Management has launched its Global Leaders Select Strategy, appointing Chandan Khanna as co-portfolio manager alongside Hugo Scott-Gall. The strategy has been seeded with $225 million in a separately managed account. The concentrated portfolio will hold 25-35 leading global companies combining quality and growth characteristics. It aims to deliver long-term returns through a benchmark-agnostic approach. Khanna brings over 15 years of public equity investing experience and a five-year track record with this investment approach, which he has applied since 2021. He most recently served as senior partner and portfolio manager at Eighteen48 Partners. The strategy is part of William Blair's Leaders platform, which includes emerging market leaders, international leaders, and global leaders strategies.
William Blair has cut its revenue and EBITDA estimates for Coinbase by significant margins, predicting trading volumes will fall 44% to $669 billion in 2026. Despite this, the investment firm maintains its outperform rating and suggests the crypto market may be nearing a bottom. Coinbase shares have dropped from an all-time high of $445 on 17 July 2025 to $157 as of 17 July 2026. The exchange reported revenue of $1.4 billion in Q1 2026, down 31% year-over-year, with a net loss of $394 million compared to net income of $66 million the previous year. William Blair expects trading volumes to rebound 32% in 2027, citing Bitcoin price stabilisation and factors like Bitcoin ETFs and institutional adoption. Coinbase has diversified beyond transaction fees into tokenised real-world assets, prediction markets, and retail derivatives.