Tax-Exempt Fixed Income Trader (Investment Grade Bonds)
Silvercrest Asset Management Group · NY, US
12 days agoImpress employers and recruiters.
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About the Role
The Tax-Exempt Fixed Income Trader will support the Managing Director and Portfolio Manager in managing investment-grade municipal bond portfolios for high-net-worth clients, focusing on short to intermediate duration strategies. This role involves trading, credit research, portfolio monitoring, and client reporting, offering growth towards portfolio management in a collaborative, client-focused environment.
Responsibilities
- Support the Managing Director in managing tax-exempt, investment-grade bond portfolios across short to intermediate durations.
- Screen new issue and secondary market offerings and identify relative value opportunities.
- Place and allocate trades, and coordinate with operations for accurate settlement.
- Conduct credit research and ongoing monitoring of municipal issuers and sectors.
- Assist with portfolio construction and rebalancing in line with client objectives, risk tolerance, and income needs.
- Monitor portfolio positioning, cash flows, maturities, and adherence to client guidelines.
- Track market conditions, interest rate trends, and economic developments, and prepare market commentary.
- Prepare portfolio reviews, reports, and materials for client meetings.
Requirements
- 3-6 years of relevant experience in tax-exempt fixed income.
- Experience supporting the management of tax-exempt, investment-grade bond portfolios.
- Working knowledge of municipal credit analysis and bond math.
- Proficiency in Bloomberg, Excel, and portfolio management or trading systems, with close attention to detail.
- Experience working with high-net-worth client portfolios preferred.
- Strong communication and organizational skills, with the ability to manage multiple priorities.
Skills
- Tax-exempt fixed income
- Municipal bond portfolios
- Short to intermediate duration strategies
- Trading
- Credit research
- Portfolio monitoring
- Client reporting
- Bloomberg
- Excel
- Portfolio management systems
- Trading systems
- Municipal credit analysis
- Bond math
- Communication skills
- Organizational skills
- Priority management
Experience Level
- 3-6 years
Education Level
- Bachelor's degree required
- Progress toward the CFA designation preferred
Salary/Compensations
- $100,000 to $130,000 base salary
- Bonus based on individual and firm performance
- Total compensation will vary based on experience, qualifications, and overall contribution.
Benefits
- Robust benefits