What are the responsibilities and job description for the Fixed Income Investments Manager position at Tolleson Wealth Management?
We are seeking an experienced Fixed Income Manager to oversee 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 achieve their wealth preservation goals through strategic fixed income investments.
DUTIES And RESPONSIBILITIES
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
DUTIES And RESPONSIBILITIES
- Manage with discretion, client investment grade bond portfolios (primarily municipal bonds/munis), in tandem 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
- Place client directed bond trades and oversee cash balances and cash movements within bond portfolios
- Assume primary due diligence responsibilities for fixed income investments across all Fixed Income sectors managed in house as well as allocated to outside asset managers. (IG, HY, taxable, tax exempt)
- Develop relative value and risk/reward outlook on opportunities across the fixed income arena and report to investment team and other colleagues on such
- Coordinate and lead 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 articulate strategy
- Provide updates on the market, economy and portfolio
- Research on investment ideas and wealth management strategies
- Support Investment team with other projects as needed
- Undergraduate degree in Business, Finance, Economics, or related
- 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 check test
- 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 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
