Company Overview:

YieldX is the first intelligent yield driven digital investment platform. Our mission is to transform the way enterprises design, build and deliver income portfolios. Our API first, end-to-end platform includes a comprehensive ecosystem of digital tools that power personalization-at-scale. The enterprise-grade platform was designed to offer an unprecedented range of options – including a choice of end-to-end or a la carte solutions – to support a wide range of business strategies. RIAs, broker-dealers, banks, and fintech companies use YieldX’s SaaS apps and API technology to deliver a next generation experience to their customers.

YieldX Is Looking For:

YieldX is seeking an experienced Head of Portfolio Management to manage corporate cash, liquidity, and targeted yield investment portfolios. This person will work closely with fixed income traders, quantitative analysts, and our clients to design and manage portfolios using YieldX's innovative digital platform and strategies.


  • Development and execution of portfolio strategy
  • Engagement with our clients and internal partners
  • Ensuring portfolio compliance and corporate governance standards are met
  • Managing portfolio risk
  • Providing support to the sales team
  • Performing research and analytics, and providing thought leadership to our clients and partners.


  • The ideal candidate will have a deep understanding of money market and fixed income securities including asset-backed securities, IG corporate bonds, repurchase agreements, money market funds, treasuries, agencies, fixed and floating rate securities.
  • Additionally, the candidate will have broad market expertise with excellent communication skills, fluency in quantitative portfolio and risk management concepts and trading systems such as Bloomberg, TradeWeb, MarketAxess, etc.
  • The ability to build internal and external relationships is a must in this position.

Note to Recruiters and Placement Agencies: YieldX does not accept unsolicited agency resumes. YieldX does not pay placement fees for candidates submitted by any agency other than its approved partners.

You must be authorized to work in U.S. YieldX currently does not sponsor H1B work visas.