James R. Meyers
Principal, Fixed-income Portfolio Strategist @PGIM
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WORK HISTORY
Principal, Fixed-income Portfolio Strategist @PGIM
New York, NY, US
Act as a client-facing market expert for the diverse fixed income mutual fund and ETF lineup at PGIM Investments (PI), with total assets in the retail platform above $180BCommunicate PGIM Fixed Income’s views on the global macro outlook, relative value analysis, and specific fund positioning and strategy to financial advisor clients across the wirehouse, independent, and RIA channels.Travel extensively to support PI regional coordinators to best position the fund lineup with clients based on individual investment goals, risk tolerance, and overall asset allocation objectives.Collaborate daily with senior portfolio managers, traders, research analysts and strategists to ensure a deep understanding of PGIM Fixed Income’s views on the markets, including both tactical and strategic positioning within fixed income markets.Ensure that internal partners are fully informed, trained, and supported on the products and capabilities within the fund lineup.Maintain a deep knowledge of competitive positioning points for PI funds against top peers by asset class.Function as a public representative and spokesperson for PGIM Fixed Income at industry conferences and seminars.
EDUCATION
NYU Stern School of Business
Bachelor of Science (BS), Finance and Financial Management Services
SKILLS
ABOUT JAMES R. MEYERS
Investment Executive with extensive experience in global fixed income investment strategy and portfolio management. Seasoned Investment Strategist providing tactical and strategic recommendations, from both a top-down macro and bottom-up portfolio perspective, to Institutional, RIA, retail, and high net worth clients. Adept at connecting client specific investment goals with existing relative value opportunities. Seasoned Portfolio Manager, with experience in both multi-sector and single sector strategies, and a strong performance track record on institutional mandates.A strategic thinker with a focus on working within teams to ensure a balanced investment approach. Skilled at taking complex investment themes and concepts and presenting in a simple, yet effective, manner to any external client. Coordinate with internal sales, portfolio managers, and product development teams to not only service existing relationships, but also to help position investments to new clients and raise existing AUM.Contact Email: j••••••••@gmail.com
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