Private Bank Investment Manager
Texas Capital
full-time
Posted on:
Location Type: Office
Location: Dallas • Texas • United States
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About the role
- Manage client portfolios, primarily municipal bonds
- Lead portfolio research and scenario testing efforts for the team
- Create and distribute expected returns, performance and scenario results to the Investment Team and when requested, clients
- Contribute to portfolio and capital markets research
- Develop materials for and lead Investment Strategy meetings when necessary
- Develop customized investment strategies and portfolios to meet client objectives consistent with the firm’s investment process
- Manage one or more discretionary strategies for clients
- Monitor market conditions and make portfolio recommendations following PB’s 4Rs process
- Direct and monitor projects and activities of Associates and Analysts assigned the investment team
- Work with outside managers, vendors and custodians to ensure a seamless investing experience for clients
- Monitor economic and market indicators to build and update scenarios for our expected returns process
- Contribute to portfolio performance by performing research and creating recommendations for position and/or allocation changes
Requirements
- Bachelor’s degree in finance, economics, accounting or related field
- Certification such as CFA, CAIA or substantial progress toward certification
- 5+ years direct experience in municipal bond management and credits
- Experience through one or more investment cycles
- Understanding of regulatory, legal, and operational requirements for discretionary investment portfolios and fiduciary responsibilities
- Understanding of capital markets, strategy, portfolio, and asset allocation
- Ability to collaborate with and positively influence team members
- Strong communications skills and experience creating and delivering presentations and written materials
Benefits
- health insurance coverage
- wellness program
- fertility and family building aids
- life and disability insurance
- retirement savings plans with a generous 401K match
- paid leave programs
- paid holidays
- paid time off (PTO)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
municipal bonds managementportfolio researchscenario testinginvestment strategy developmentportfolio performance analysiscapital markets researchinvestment recommendationsasset allocationeconomic indicators monitoringdiscretionary investment management
Soft Skills
collaborationinfluencecommunicationpresentation skillswritten communicationleadershipteam managementclient relationship managementproject managementanalytical thinking
Certifications
CFACAIA