Gurtin Fixed Income Management Portfolio Advisory Services: Relationship Management Associate Job in San Diego, CA | Glassdoor

Portfolio Advisory Services: Relationship Management Associate

Gurtin Fixed Income Management – San Diego, CA

Job Description

Job Description:
As an integral part of Gurtin Fixed Income’s Portfolio Advisory Services department, the Relationship Management team is tasked with serving as liaison between the firm, its clients, and its clients’ investment advisors, with a goal of ensuring that the firm’s clients and their investment advisors maintain the trust that they have placed in the firm. Reporting to the VP of Relationship Management, the Relationship Management Associate will assist with developing, maintaining, and growing the firm’s existing relationships with clients and their advisors. This position, located in our San Diego office, provides a unique opportunity for a Relationship Management Associate to interact with sophisticated investment advisors and ultra-high net worth clients nationwide. Principal duties and essential functions of this position are outlined below:

Managing Relationships with Clients and Investment Advisors

  • Perform detailed structural analyses of prospective clients’ existing portfolios and providing restructuring recommendations to third party investment advisors that wish to recommend Gurtin Fixed Income’s strategies
  • Complete due diligence questionnaires and respond to requests for proposals
  • Provide requested strategy information to investment advisors and their research departments
  • Coordinate the mass communications to clients and investment advisors
Creating and Maintaining the Firm’s Marketing Materials
  • Effectively communicate the firm’s investment philosophy and value proposition into client-ready presentations and reports
  • Conduct research on the firm’s clients, potential clients, and competitors, as well as various strategies employed in the fixed income market
  • Edit firm publications (including credit research, quarterly investor letters, etc.) to ensure external communications have a consistent voice
Financial Modeling and Analysis
  • Perform ad hoc analyses (including analysis of trading execution, interest rate sensitivity analyses, gains/losses associated with proposed portfolio restructuring, etc.)
Performance Reporting
  • Report strategy statistics and performance to third party databases, including generation of GIPS compliant fact sheets
  • Provide regular communication to clients and clients’ advisors regarding portfolio and strategy performance
  • Review and audit monthly performance reports prior to client distribution
  • Create portfolio update presentations as needed


  • Ability to effectively and simply communicate complex investment concepts
  • Solid presentation skills both on the telephone and in-person
  • Strong proficiency in MS Excel, MS Word, and MS PowerPoint
  • Strong analytical ability
  • Ability to handle multiple assignments simultaneously while maintaining attention to detail
  • MBA or BA/BS degree from a top tier college or graduate program with a concentration in Economics, Finance, or Marketing preferred
  • Series 65 or Series 7 and Series 66 preferred

Personal Characteristics:
In order to thrive within this role and successfully grow within this very fast-paced, entrepreneurial and progressive firm, the ideal candidate should be highly intellectually curious, self-motivated, ethical, organized, and analytical, and capable of building strong relationships

Starting base salary range is commensurate with experience. Bonus is based on performance.

Company Description:
Based in San Diego and Chicago, Gurtin Fixed Income Management, LLC is an SEC registered investment advisor regulated by the Investment Advisors Acts of 1940 with over $7.5 billion in assets under management. We specialize in separately managed high grade tax-exempt and taxable fixed income portfolios for high net worth and ultra-high net worth individuals and families, many of whom are included in the Forbes 400 list of wealthiest individuals. We also work with many independent investment consulting firms and multifamily offices to build fixed income related financial solutions that meet their clients' unique needs.

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Qualified candidates should submit a cover letter and resume to