HilltopSecurities is currently looking to hire an Institutional Portfolio Strategist. This position is an experienced management level generalist, providing investment advisory services to local government clients, including cities, counties, school districts, utility and transportation authorities, and other public entities. Managed accounts include general operating funds, debt service funds, reserve funds and bond proceeds. To be successful in this role, the candidate should understand the investment process and feel comfortable reviewing fixed income investment opportunities, transactions, cashflows, investment policy, fund strategy, and monthly reports for institutional clients.
- Bachelor’s degree in business, finance, mathematics, accounting, or finance-related field. Career experience in a closely related field may be considered as a suitable alternative. Advanced degree or CFA is desirable.
- FINRA Series 7 and Series 66 required or obtained within 60 days of hire.
- Minimum 8 years of experience acting as an institutional portfolio manager, portfolio analyst, investment advisor, finance director or similar occupation.
- Understanding of MS Office applications, with emphasis on Excel, Word and PowerPoint
- Experience with Bloomberg Financial Markets terminal.
- Strong communication skills including ability to present at industry conferences.
- Demonstrated ability to effectively present financial information to institutional managers, executives or governing bodies.
- Sales experience of some type is desirable.
- Understanding of, or experience working with, public sector clients.
- Periodic domestic travel will be required.
- Interfacing with clients, developing and discussing client strategies
- Preparing economic presentations and summarizing economic data releases
- Understanding bond market-relevant economic indicators
- Writing basic proposals, preparing responses to RFPs
- Participating in new business interviews
- Speaking intelligently to board members, county commissioners and public officials
- Creating, amending, and updating client investment policies and strategy
- Analyzing and recommending fixed income investment options
- Monitoring portfolios for compliance with investment policy
- Reviewing transactions, investment reports, and client invoicing
- Assisting with written economic commentary, newsletters, and investment strategy letters
- Presenting investment reports and performance data to governing bodies
- Responding to client and internal partner inquiries and special projects
- Providing formal investment training for clients and prospects
- Performing basic credit analysis
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