Head of Fixed Income Services
Company: Bartlett & Co.
Location: Cincinnati
Posted on: May 5, 2024
Job Description:
The Head of Fixed Income Services leads the effort to deliver
fixed income solutions for institutional and private clients. -
This role focuses on relationship management including
implementation of fixed income strategies and ongoing portfolio
management. - Duties include client contact, portfolio performance
review, marketing presentations, and portfolio maintenance and
restructuring. - Responsible for driving new business growth for
fixed income focused clients including efforts with institutional
clients. -Works in close partnership with the Head of Fixed Income
Solutions to analyze and select fixed income securities. -Supports
macroeconomic and fixed income discussions during weekly investment
meetings in partnership with the Fixed Income Solutions team.
Position Responsibilities:Business development and relationship
management
- Drive relationship growth and new business opportunities for
fixed income solutions.
- Support the development of institutional client
opportunities.
- Manage relationships for clients with a focus on fixed income
solutions.
- Proactively attend to client needs and regularly meet with
clients for portfolio reviews.
- Network with clients and prospects at Bartlett sponsored
events.
- Seek additional drivers of new business opportunities and fixed
income solutions growth. Portfolio management and fixed income
strategy
- Answer client questions about account performance, strategy, or
other related topics.
- Execute trades in accounts to reflect any recent changes in the
strategy or model.
- Proactively reinvest cash from bond maturities, where
appropriate.
- Participate in weekly fixed income team strategy meetings to
review fundamental and technical data macroeconomic and portfolio
data.
- Actively engage in macroeconomic analysis and translate to
Bartlett portfolio needs. Internal communication
- Publish comments and recommendations regarding credit
fundamentals and fixed income strategy.
- Support fixed income discussion during weekly firm-wide
investment meeting.
- Respond to team requests regarding portfolio allocation and
other fixed income questions.
- Coordinate fixed income policy with Wealth Advisors. Fixed
income team support
- Support the fixed income team in other research and portfolio
management needs including credit analysis, monitoring of
securities, and proactive cash management.
- Provide direction to traders on appropriate pricing levels for
fixed income securities and maintain relationships with fixed
income-trading firms.
- Bachelor's Degree in Finance or related field.
- CFA designation.
- 10+ years of relevant experience, preferably with an RIA/wealth
management firm.
- Strong, broad-based knowledge of the wealth management
business, allowing for capable articulation of the firm's strategy
on investments within the context of an overall wealth management
plan.
- Strong investment knowledge and considerable experience working
with individual securities and funds. In addition, the ideal
associate will:
- Have a strong work ethic and commitment to success and growth
of the firm.
- Be able to work successfully in an entrepreneurial
environment.
- Act with a high degree of integrity and ethics, both personally
and professionally. -
- Be a self-starter with the ability to work independently and
collaboratively as part of a team and with a wide array of
people.
- Have excellent interpersonal skills with the ability to listen
and interpret, gather objective information, negotiate, and respond
to all levels of interaction.
- Be a strategic thinker, creative problem solver and competent
decision maker.
- Have a sense of urgency with a strong attention to detail.
- Strong organizational skills with the ability to manage
multiple deadlines.
- Have excellent oral and written communication and presentation
skills.
- Be articulate, have a professional demeanor, and present a good
image.
- Have strong aptitude and proficiency in technology solutions,
including but not limited to Microsoft Office applications,
portfolio management software, etc., and the ability to adapt to
new office technology.
- Have an awareness and understanding of compliance issues within
the investment industry. The above statements are intended to
describe the general nature and level of work being performed by
persons assigned to this job. - These statements are not intended
to be an exhaustive list of all responsibilities, duties and skills
required of personnel in this position.We offer:
- A Top Workplace winning culture built on teamwork, integrity,
and diligence.
- An engaging work environment.
- Opportunity for professional growth and development.
- A hybrid work schedule.
- A competitive salary and eligibility for annual firm
profitability/individual performance incentive.
- A comprehensive benefits package including medical, dental,
vision, life, and long-term disability insurance, flexible spending
accounts and the items listed below.
- 401(k) plan with match and profit-sharing contribution.
- Generous paid time off.
- Paid parental and medical leave. Bartlett Wealth Management has
78 employees between its locations in Cincinnati, Chicago, and
Louisville, and about $8 billion in assets under management as of
September 30, 2023.Bartlett is an Equal Opportunity
Employer#LI-Hybrid#LI-KM1
#J-18808-Ljbffr
Keywords: Bartlett & Co., Cincinnati , Head of Fixed Income Services, Other , Cincinnati, Ohio
Didn't find what you're looking for? Search again!
Loading more jobs...