Private Wealth Fixed Income Strategist: Municipal Bonds
Fwainvest
Fwainvest is looking for a Private Wealth Portfolio Strategist in New York, NY. This role involves collaborating with financial advisors to develop fixed income strategies for high net worth clients. The ideal candidate will have a deep understanding of the fixed income market, including municipal bonds, and must be proficient in providing market analysis. Excellent communication skills are essential. The successful candidate will also write commentary targeting high net worth investors and assist in advisor recruiting processes. #J-18808-Ljbffr
- ...United States Job Description Fixed Income & Liquidity Solutions... ...variety of clients, including private wealth mandates and institutional clients... ...Sachs Asset Management's Municipal Fixed Income team is a... ...understanding of the municipal bond market, including tax‑exempt...MunicipalPrivateShift work
$90k - $125k
Asset & Wealth Management, Fixed Income - Client Portfolio Manager, Analyst Fixed... ...variety of clients, including private wealth mandates and... ...with portfolio managers, strategists, and engineers on various... ...markets, including taxable and municipal bonds, and SMA structures....MunicipalPrivateFull timeTemporary workPart time- ...Asset & Wealth Management, Fixed Income - Client Portfolio Management, Vice President... ...of clients, including private wealth mandates and institutional... ...responsibilities on the Municipal franchise navigating the $... ...understanding of the bond market, including macroeconomic...MunicipalPrivateShift work
$170k - $300k
Citi Wealth is seeking a senior fixed income professional to lead the Americas Fixed Income... ...their own book of active private banking clients through... ...income lists — including bond ladders, thematic credit... ...high‑yield corporate bonds, municipal bonds, and government...MunicipalPrivateWork at office$120k - $175k
...ROLES TO BE CONSIDERED Overview Wealth Management business supports... ...with combined $75bn AUM. Fixed Income Portfolio Management is part... ...to review issuers in the municipal bond market and complete basic municipal... ...department and the Private Bank Self-motivated to learn...MunicipalPrivateWork at officeWork from home- J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Our Asset Management... ...risk partner for US Fixed Income strategies, including Investment... ...High-Yield Corporate Credit, Municipal Markets, and Retail Separately...MunicipalPrivate
$125k - $290k
Asset & Wealth Management Overview A career with Goldman Sachs Asset... ...with your clients. Fixed Income & Liquidity Solutions Overview... ...variety of clients, including private wealth mandates and institutional... ...preparing/presenting high yield bond and leveraged loan...PrivateFull timeTemporary workPart time$85k - $110k
Asset & Wealth Management, Fixed Income - Municipal Client Portfolio Management Job Description Role Overview As an Analyst on our Client Portfolio Management... ...Projects: Work alongside portfolio managers, strategists, and senior CPMs on various team‑related projects, contributing...MunicipalFull timeTemporary workPart time$115k - $270k
...Strategy Group (ISG) within Goldman Sachs Private Wealth Management is responsible for... ...across macro asset classes (equities, fixed income, currencies and commodities). In addition... ...our analysis of the US Treasury and Municipal bond markets Key Qualifications: ~...MunicipalPrivateFull timeTemporary workPart time- JPMorgan Chase & Co. is seeking a Fixed Income Specialist to support a network of advisors within the U.S. Private Bank. This role requires a minimum of 5 years of experience in fixed income, focusing on client portfolio management and providing insights into managed fixed...Private
$85k - $110k
Asset & Wealth Management Overview A career with Goldman Sachs Asset & Wealth Management... ...relationships with your clients. Fixed Income & Liquidity Solutions Overview Fixed Income... ...assets for a variety of clients, including private wealth mandates and institutional...PrivateFull timeTemporary workPart time$125k - $250k
Overview Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management... ...as part of the description below. Fixed Income & Liquidity Solutions Overview Fixed Income... ...assets for a variety of clients, including private wealth mandates and institutional...PrivateFull timeTemporary workPart time- Department Overview Wealth Management’s Global Investment Office... ...research coverage on municipal fixed income, ETFs, and CEFs Partner with... ...within hedged strategies and private investments Strong attention... ...as an investment strategist or portfolio manager Grounding...MunicipalPrivateTemporary workWork at office
$130k - $250k
...spectrum of alternatives including private equity, growth equity,... ...equity strategies, and fixed income strategies. XIG manages globally... ...the world's leading sovereign wealth funds, pension plans,... ...Within Asset Management, Strategists (also known as "Strats") play...PrivateFull timeTemporary workPart time- ...York, New York, United States Asset & Wealth Management Overview A career with Goldman... ...meaningful relationships with your clients. Fixed Income & Liquidity Solutions Overview Fixed... ...for a variety of clients, including private wealth mandates and institutional clients...PrivateFull timeWork at office
- ...Client Portfolio Management team. The role focuses on managing municipal fixed income products, executing client engagement, and marketing... ...financial services with a strong understanding of municipal bond markets. Exceptional communication and analytical skills are...Municipal
$85k - $110k
...Analyst on our Client Portfolio Management (CPM) team within Fixed Income, you will be an instrumental force in crafting compelling narratives... ...on Strategic Projects: Work alongside portfolio managers, strategists, and senior CPMs on various team-related projects,...MunicipalFull timeTemporary workPart timeWork at office$130k - $250k
Asset & Wealth Management - Strategist - Vice President - New York New York, New York, United States Job... ...spectrum of alternatives including private equity, growth equity, private... ...managers, public equity strategies, and fixed income strategies. XIG manages globally diversified...PrivateFull timeTemporary workPart timeWork at office$125k - $290k
Asset & Wealth Management, Fixed Income: Portfolio Construction and Risk, Vice President New York, New York... ...for a variety of clients, including private wealth mandates and institutional... ...innovation. Engage with quantitative strategists to enhance the proprietary risk...PrivateFull timeTemporary workPart timeWork at office- A global financial institution is seeking a Fixed Income Trader in New York, NY. This role involves collaborating with portfolio managers to oversee fixed income accounts, understanding municipal bond markets, and making informed trading decisions. The ideal candidate...Municipal
$150k - $225k
...PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients'... ...programs tailored to the wealth channel, building advisor fluency... ...federal, state, provincial and municipal laws. The company also prohibits...MunicipalPrivateFlexible hours$150k - $210k
...team as a software engineer in FICFX. The Municipal Securities Division's Technology Team... ...Java or Scala Developer with 8+ years of Fixed Income industry experience. The role will include... ...Income concepts (including interest and bond calculations) At least 8 years' relevant...MunicipalTemporary work$200k - $250k
...What you'll be doing As a Senior Wealth Strategist, you are responsible for supporting and... ...implement wealth planning as part of CIBC Private Wealth’s integrated wealth management process... ...philanthropic planning. Experience in income tax planning and accounting preferred....PrivateRemote work$125k - $200k
...life, while enabling them to preserve their wealth for future generations, and provide for... ...Retirement and cash flow planning Income tax planning and tax-efficient wealth strategies... ...in advanced financial planning, private wealth management, family office, or UHNW...PrivatePermanent employmentTemporary workWork at officeFlexible hours$150k - $200k
..., securities, investment management and wealth management services. The firm serves clients... ...team ethic. Department Profile The Fixed Income Division is comprised of Interest Rate and... ...markets. Background on the Team Within Municipal Securities, the Public Finance Investment...MunicipalTemporary workWorldwide$90k - $100k
...Rockefeller Global Investment Management (RGIM) is seeking a Municipal Fixed Income Analyst with 3+ years of experience to join the team in New... ...multiple sectors and issuers within the investment grade municipal bond market. Produce well-researched, concise credit...MunicipalWork at officeLocal area$150k - $200k
...securities, investment management and wealth management services. The Firm's employees... ...important part of our culture. The Fixed Income Division is comprised of Interest Rate... ...be heard. You'll work alongside senior strategists, bankers and traders who will push you...Temporary workWorldwideShift work- ...A leading global financial services firm is seeking a candidate for the Fixed Income Municipals Compliance Coverage role, providing compliance support for the Municipal Securities Division. The ideal candidate will have extensive knowledge of MSRB, FINRA, SEC, and CFTC...Municipal
$115k - $140k
...LGBT Great is seeking a proactive Research Analyst for the Municipal Fixed Income team in New York. The role involves generating investment ideas using credit analysis and technology. Candidates should possess strong analytical skills and interest in AI applications to...Municipal- ...– HY Associate in New York, NY. This role requires strong coding skills in Python and VBA, along with 2+ years of experience in fixed income. Responsibilities include generating daily valuations, working with trading teams, and maintaining pricing models. The ideal candidate...
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