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Fixed Income Specialist - 990633
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Our Client, a leading independent investment management firm with $11 Billion in total assets, and a true team approach, is looking for an individual to assist in the management and administration of both taxable and tax-exempt fixed income portfolios. The ideal candidate should have extensive experience in the active management of fixed income portfolios; broad knowledge of fixed income market sectors; an ability to assess credit and relative value; and experience trading on behalf of clients. As part of a team to develop and maintain relationships with existing and potential clients, the candidate should have an understanding of asset allocation considerations and balanced and fixed income portfolio construction. This individual would be expected to work collaboratively with portfolio managers, client service and marketing teams

Job Responsibilities:

 Work on building out a robust fixed income offering for both taxable and tax-exempt clients.

 Construct customized fixed income portfolios based on clients’ specific needs.

 Assist client service with developing a detailed fixed income component for client reports.

 Respond to RFP’s with fixed income components and complete quarterly consultant questionnaires.

 Contribute fixed income commentary for quarterly letter for balanced and fixed income accounts.

 Manage cash flows in fixed income and balanced accounts and coordinate reinvestment with portfolio managers, consistent with portfolio composition guidelines.

 Review and make recommendations to revise the fixed income marketing presentations for taxable and tax-exempt clients.

 Review and recommend enhancements in procedures regarding fixed-income trading, execution and operations.

 Attend meetings with existing and prospective clients where a fixed income portfolio component is involved.

Qualities/Characteristics we are looking for:

 Strong interpersonal skills with the ability to build relationships and get along with various types of people

 A strong base of financial knowledge on everything from how the markets work to how our research and due diligence is conducted.

 A problem-solver who is proactive and has the ability to both work independently and as part of a team.

 A strong work ethic and passion for investing in finance and wants to help clients achieve their goals.

 Someone who is comfortable meeting with and talking to clients regarding both their financial information and their personal lives.

Salary and Benefits Compensation will be competitive and commensurate with a candidate’s qualifications and experience. Compensation also includes generous benefits and a discretionary bonus including:

 Employer paid Profit Sharing Plan

 Employer paid Medical Insurance premiums

 Employer paid parking in office garage

 Employee option for Health Care Spending Accounts

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We maintain a drug-free workplace environment and perform pre-employment background checks.

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