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Director of Fixed Income Research

Company: JK Executive Strategies, LLC
Location: Rochester
Posted on: November 19, 2021

Job Description:

Director of Fixed Income Research Retained Search Opportunity! JK Executive Strategies is partnering with a well-respected registered investment advisory firm with a headquarters in Rochester, NY in search of a Director of Fixed Income Research to join its team. We are looking for an induvial who will help grow and evolve the existing fixed income offerings which include individual bonds and bond ETFs. The Director of Fixed Income Research will report directly to the President of the firm and will be responsible for all aspects of fixed income research, asset allocation, security selection, portfolio management, risk management, manager research and new investment strategy development. This individual should be passionate about helping clients reach their financial goals by leveraging a variety of fixed income vehicles. They will work closely with the firm's portfolio managers as well as the firm's equity team, investment committee, and help lead the firm's macroeconomic committee.

  • Responsible for setting fixed income strategy and selecting investments for all the firm's fixed income portfolios including both taxable and tax-exempt strategies.
  • Research economic data, perform credit analysis, and develop investment theses.
  • Work in partnership with the Equity Director to develop a macroeconomic view to share with clients and portfolio managers.
  • Develop and manage the fixed income team, including mentoring junior team members.
  • Work in conjunction with the relationship management team of portfolio managers in delivering on client strategic objectives, including analysis of prospective client portfolios, to provide customized fixed income solutions.
  • Participate in the Fixed Income and Asset Allocation Committees.
  • Effective risk management at the sector and portfolio level through diversification with an emphasis on liquidity.
  • Create newsletters and client communications about the economy, specifically the bond market.
  • Further support marketing/sales and relationship manager by providing fixed income expertise in all areas across the firm.
    • Bachelor's degree in Business Administration, Finance, or related field required, Master's degree preferred.
    • CFA charter holder required.
    • 8+ years of portfolio management experience.
    • Experience in Fixed Income research.
    • Ability to prove performance track record.
    • Demonstrated history of working in a team environment and ability to collaborate to achieve common goals and objectives.
    • Strong Proficiency in fundamental analysis and modeling with Bloomberg, Excel, Factset, etc. Familiarity with Tamarac and Tamarac Rebalancer.
    • Previous leadership/management experience required.
    • Excellent communication skills and interpersonal skills. JK Executive Strategies is an Equal Opportunity Employer. It is the policy of JK Executive Strategies to provide equal opportunity in employment and conditions of employment to all individuals regardless of age, race, color, religious beliefs, national origin, sexual orientation, gender identity, sex, veteran or military status, disability, pregnancy-related condition, predisposing genetic characteristics, genetic information, marital status, familial status, prior arrest, domestic violence victim status, non-job related convictions, participation in lawful activities outside of our workplace, or any other status protected by law.

Keywords: JK Executive Strategies, LLC, Rochester , Director of Fixed Income Research, Executive , Rochester, New York

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