FIXED INCOME STRATEGIST AND PORTFOLIO MANAGER – ATLANTA

Location
Atlanta, Georgia
Salary
Competitive Compensation and Benefits; Hybrid Work Option
Posted
Sep 14, 2022
Closes
Oct 14, 2022
Employment Type
Full Time
Education
Bachelors

Do you want to explore what a career in serving the investment needs of sophisticated families and institutions might offer? If so, there’s an opportunity in our Atlanta office.

Edge Capital is a top financial advisory firm that assists individuals, families, and institutions by creating unique investment management solutions. Independent and employee-managed, our objective advice is tailored to suit each client. We recognize that everyone has a unique story and that the immediate and long-term goals of each client are different.

Edge Capital Group, LLC is currently seeking a highly motivated individual with demonstrated experience in fixed income strategy/allocation, short-duration fixed income portfolio management, and fixed income manager due diligence. You will work with senior financial advisors and portfolio managers to implement short-term fixed income mandates for high net worth and institutional clients, including all aspects of trading, reporting, and reconciliation. In addition, you will lead all manager due diligence efforts on both public and private market funds in the fixed income universe. You will also contribute to the firm’s fixed income strategy and positioning through research insights and market commentary.

ESSENTIAL RESPONSIBILITIES:

  • Management of separately managed, short-duration, investment-grade fixed income portfolios, for Edge’s high net worth and institutional clients
  • Monitor cash levels and maturities in portfolios for redeployment
  • Handle trade execution, allocation, and settlement of bond holdings
  • Prepare investment review materials for client meetings
  • Collaborate with Edge’s operation team on reporting to clients and accountants
  • Provide due diligence on the fixed income funds on Edge’s approved fund roster
  • Lead due diligence efforts on fixed income private market funds
  • Provide timely commentary and investible insights on fixed income markets to portfolio managers
  • Contribute to Edge’s quarterly Market Outlook
  • Respond to Senior Financial Advisors regarding specific client/prospect requests for fixed income analysis
  • Work independently and manage significant projects from start to finish

SUCCESS AT EDGE:

  • Ability to analyze complex or diverse information, use intuition and experience to respond to inquiries, and exhibit sound and accurate judgment in a fast-paced environment
  • Respond promptly to team needs in a professional manner
  • Must maintain client confidentiality; demonstrate integrity and code of ethics
  • Assess client needs, develop investment solutions, and secure their trust
  • Efficient time management is a must
  • Accountable, adaptable, and flexible
  • Team oriented
  • Strong work ethic with an ability to meet deadlines
  • Attention to detail & ability to multi-task
  • Strong analytical and/or quantitative background
  • Ability to develop an idea and defend conclusion

EDUCATION AND/OR EXPERIENCE:

  • Minimum of a Bachelor’s degree (B.A.) from a four-year College or University
  • Prior experience as a fixed income strategist
  • Prior experience as a fixed income portfolio manager (or equivalent role)
  • CFA strongly preferred
  • Desire to develop professionally through industry designations or other courses of study

COMPUTER SKILLS:

  • Proficient knowledge of Microsoft Office Products (Word, Excel, PowerPoint, and Outlook)
  • Advanced experience with Microsoft PowerPoint, Word, and Excel
  • Comfort with the adoption and use of technology tools
  • Familiarity with Bloomberg, Morningstar, Factset
  • Comfort utilizing reporting systems, Black Diamond and ClearWater Analytics
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