Fixed Income Investments Manager

Tolleson Wealth Management•Dallas, TX

About The Position

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.

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

Nice To Haves

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

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