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Tolleson Wealth Management · 1 month ago

Fixed Income Investments Manager

Dallas, TX

Full-time

Onsite

Senior Level

6+ years exp

Tolleson Wealth Management is seeking an experienced Fixed Income Manager to oversee client investment-grade bond portfolios, with a focus on municipal bonds. This role is integral to the wealth management team, aiming to help clients achieve their wealth preservation goals through strategic fixed income investments.

BankingConsultingFinancial Services

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

Qualification

Fixed Income Portfolio ManagementCFASeries 65/66BloombergInvestment ExperienceAnalytical Software ProficiencyProactive Problem SolvingOrganizational SkillsPresentation SkillsCommunication SkillsTeamwork

Required

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 within 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