Portfolio Manager Sr

4 weeks ago


Austin, Texas, United States Hilltop Holdings Full time
About the Role

We are seeking a seasoned Portfolio Manager Sr to join our team at HilltopSecurities. As a key member of our Public Finance department, you will be responsible for providing investment advisory services to local government clients, including cities, counties, school districts, utility and transportation authorities, and other public entities.

Key Responsibilities
  • Develop and discuss client strategies, interfacing with clients to understand their investment needs
  • Prepare economic presentations and summarize economic data releases to inform investment decisions
  • Understand bond market-relevant economic indicators to analyze investment opportunities
  • Write proposals and respond to RFPs, participating in new business interviews to grow our client base
  • Speak intelligently to board members, county commissioners, and public officials to build trust and confidence in our services
  • Create, amend, and update client investment policies and strategies to ensure alignment with their goals
  • Analyze and recommend fixed income investment options, monitoring portfolios for compliance with investment policy
  • Review transactions, investment reports, and client invoicing to ensure accuracy and timeliness
  • Assist with written economic commentary, newsletters, and investment strategy letters to keep clients informed
  • Present investment reports and performance data to governing bodies, responding to client and internal partner inquiries and special projects
  • Provide formal investment training for clients and prospects, performing basic credit analysis to inform investment decisions
Requirements
  • Bachelor's degree in business, finance, mathematics, accounting, or a finance-related field; advanced degree or CFA is desirable
  • FINRA Series 7 and Series 66 required or obtained within 60 days of hire
  • Minimum 8 years of experience as an institutional portfolio manager, portfolio analyst, investment advisor, finance director, or similar occupation
  • Strong communication skills, including the ability to present at industry conferences and effectively present financial information to institutional managers, executives, or governing bodies
  • Sales experience is desirable, as is understanding of or experience working with public sector clients
About Us

HilltopSecurities is a subsidiary of HilltopHoldings, a financial services company with a nationwide presence in 400 locations across 44 states. We deliver a broad range of investment banking and related financial services to help our clients achieve their definition of success. Our team of over 200 professionals develops over 1,100 financings each year, supporting public entities' financing efforts across various sectors.

We are dedicated to serving the public and are proud to work with clients across the country. Our use of industry-specific software packages allows us to conduct extensive financial analysis and present proposals and detailed presentations to our clients. We work to better the lives of those around us, starting with those who trust us with moving our communities forward.


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