Hedging & Reinvestment Advisor

PrimeLending • Dallas, TX

9h • Onsite

About The Position

HilltopSecurities is looking to hire a Hedging & Reinvestment Advisor. The Hedging & Reinvestment Advisor is responsible for analyzing and structuring tax-exempt and taxable reinvestment and derivative transactions for an array of current and prospective public finance clients. This role is located in Downtown Dallas and is in office five days a week.

Requirements

• Undergraduate degree in accounting, business, economics, engineering, finance, mathematics, or a related field
• Excellent quantitative skills
• Strong interpersonal communication skills and attention to detail
• Strong computer skills
• Experience and proficiency with the Microsoft suite
• Ability to communicate in writing clearly and concisely
• Ability to verbally communicate effectively with others
• Ability to make critical decisions while following company procedures
• Ability to be truthful and be seen as credible in the workplace
• Ability to get along well with a variety of personalities and individuals

Nice To Haves

• Experience with DBC Finance software is a plus
• Experience with fixed income products and modeling is a plus

Responsibilities

• Assessing clients' financial goals, risk tolerance, and investment preferences to develop customized investment strategies that align with their objectives.
• Constructing and managing investment portfolios by selecting suitable securities, diversifying assets, and monitoring performance regularly. They may recommend adjustments or rebalancing to optimize portfolio returns.
• Identifying and mitigating potential risks associated with investments and borrowing. This involves analyzing market trends, conducting risk assessments, and implementing appropriate hedging strategies to safeguard against adverse market movements.
• Staying up to date with financial markets, economic indicators, and industry trends. Conducting in-depth research and analysis to identify investment opportunities or potential risks.
• Building strong relationships with clients and providing ongoing communication and updates on portfolio performance. Responding to client inquiries, explaining investment strategies, and offering guidance on investment decisions.
• Ensuring adherence to relevant regulatory guidelines and compliance standards in all reinvestment and hedging activities.
• Regularly evaluating the performance of clients' investment portfolios, comparing against benchmarks, and providing performance reports to clients.
• Maintaining internal databases for potential transactions, transactions in process and closed transactions, including preparing and sending client invoices, closing transcripts and interacting with internal accounting and finance personnel.
• Keeping abreast of new investment products, market dynamics, and industry best practices. Continuous professional development is crucial to provide clients with the most relevant and up-to-date advice.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level