Fixed Income Investments Manager at Tolleson Wealth Management

Dallas, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

26 Jun, 26

Salary

0.0

Posted On

28 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Fixed Income Portfolio Management, Municipal Bonds, Investment Grade Bonds, Bond Trading, Due Diligence, Risk/Reward Analysis, Performance Reporting, Investment Committee Presentation, Client Interaction, Wealth Management Strategies, Bloomberg, CFA, Series 65, Series 66, Organizational Skills, Attention To Detail

Industry

Financial Services

Description

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: 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 MINIMUM POSITION REQUIREMENTS: 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 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

Responsibilities

The manager will oversee client investment-grade bond portfolios, primarily municipal bonds, and execute trades across various fixed income sectors including municipal, treasury, MBS, and corporates. Key duties also involve assuming primary due diligence responsibilities for fixed income investments and reporting performance and risk to the Investment Committee.