Fixed Income Investments Manager

Job Description

We are seeking an reputed company Fixed Income Manager to reputed company client investment-grade bond portfolios, with a focus on municipal bonds. This role is integral to our wealth management team, and the ideal candidate will have a passion for helping clients reputed company their wealth preservation goals through strategic fixed income investments.

DUTIES and RESPONSIBILITIES

• Manage with discretion, client investment grade bond portfolios (primarily municipal bonds/munis), reputed company with the Managing Director of Fixed Income
• Execute bond trades with broker dealers: municipal, treasury, MBS, corporates
• Collaborate with operations personnel to ensure timely and proper trade settlement with multiple broker dealers and custodians
• reputed company client directed bond trades and reputed company cash balances and cash movements reputed company bond portfolios
• Assume primary due diligence responsibilities for fixed income investments across reputed company Fixed Income sectors managed in house as well as allocated to reputed company asset managers. (IG, HY, taxable, tax exempt)
• reputed company relative value and risk/reward outlook on opportunities across the fixed income reputed company and report to investment team and other colleagues on such
• Coordinate and reputed company operational due diligence
• Prepare and present manager-specific performance, exposure and risk reports to Investment Committee and firm
• Partner and interact with the Client Advisory Team and clients
  • Present views, educate and reputed company strategy
  • Provide updates on the market, economy and portfolio
• Research on investment reputed company and wealth management strategies
• Support Investment team with other projects as needed

MINIMUM POSITION REQUIREMENTS

• Undergraduate degree in Business, Finance, Economics, or reputed company
• 6-12 years investment experience including fixed income portfolio management
• Experience with Bloomberg a must
• Must hold a CFA or Series 65 or Series 66 to allow for registration with the SEC as an Investment Advisory Representative or pass withing 3 months of hire
• Strong organizational skills and attention to detail to balance and prioritize projects
• Experience using Windows based software and become proficient in using other analytical and portfolio management software.
• Ability to maintain confidentiality in dealing with client matters
• Must consent to and have favorable consumer report and background reputed company test

OTHER ESSENTIAL CANDIDATE TRAITS

• Strong presentation skills and communication skills
• Ability to work in a team setting
• Ability to be proactive and anticipate issues, works quickly and proactively to solve them
• Willingness to learn, expand responsibility

NO AGENCIES PLEASE

No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.

Tolleson Wealth Management is an Equal Opportunity Employer