Vice President, Fixed Income Trader and Portfolio Manager

Bethesda, MD
Aug 08, 2018
Aug 13, 2018
Full Time
Since 1999, Chevy Chase Trust has provided wealth management to individuals, families and foundations using thematic investing in individual securities. Chevy Chase Trust is looking for a Portfolio Manager and Fixed Income Trader. This position will help Chevy Chase Trust expand fixed income holdings in a thoughtful way that complements Chevy Chase Trust's thematic investment style and help drive fixed income thought leadership. Chevy Chase Trust fixed income holdings total nearly $3 billion with a focus on investment grade municipal and corporate debt. Experience in municipal debt markets is required; experience in both municipal and corporate debt markets is preferred.Duties will include, but are not limited to the following: Fixed Income Trading: * Execute fixed income purchase and sales and ensure proper trade allocations and settlement. * Closely monitor select fixed income primary and secondary markets for investment opportunities. * Participate and provide analysis to investment department team in regularly scheduled meetings and via email communications. * Monitor and manage clients' fixed income allocations. Execute purchase and sale trades as necessary. * Maintain broker/dealer relationships. * Assist and/or execute administrative reports including but not limited to Investment Policy Committee reports, initial asset reviews and investment process reporting. Portfolio Management: * Maintain the integrity of clients' investment allocations. Portfolio reviews emphasize analysis of credit quality, duration, credit spreads, volatility and relative sector value. * Research and review fixed income holdings. * Effectively use various research tools to stay abreast of financial trends and current affairs. * Utilize the CCT Client Relationship Management System to document communication with and regarding clients. * Prepare reports and analyses for prospective client & client meetings using portfolio management reporting and accounting systems. * Participate in CCT sponsored client and marketing events to improve the awareness of the firm and seek additional new business.* Demonstrated in-depth understanding of financial markets and investment vehicles * Demonstrated ability to work collaboratively with the team while working independently and with autonomy * Excellent analytical skills * Strong organizational skills * Excellent written and oral communication skills * Ability to handle multiple tasks concurrently * Advanced experience with Bloomberg, Factset and other computer/internet-based investment tools * Experience with various electronic trading platforms EXPERIENCE: * Minimum of 3 years of fixed income trading and portfolio management experience required EDUCATION / LICENSES / CERTIFICATIONS: * A Bachelor's Degree required * CFA or MBA preferred