Fixed income analyst Jobs in Phoenix az

Primary Responsibilities

• Set overall direction and strategy for the fixed income process.
• Oversee fixed income holdings within client accounts.
• Prepare monthly reports on performance and markets for the Investment Policy Committee
• Identify opportunities to broaden fixed income allocations and products for discretionary accounts.
• Develop and manage in-house investment grade fixed income strategies.
• Assist the Investment Management team in due diligence of fixed income fund managers to include comprehensive attribution analysis.
• Serve as a resource to Wealth Management’s relationship managers in fixed income-related business development opportunities.
• Analyze and enhance the firm’s electronic fixed income trading process.
• Work with the Operations team in overseeing fixed income trading activity.
• Create and support market related collateral for both internal and external use.
• Create quarterly market commentary and support ongoing market commentary collateral development.
• Help maintain current policies and procedures.
• Ability to verbalize and easily explain complex strategies in terms clients may understand.
• Deliver high quality presentations and clearly convey wealth management issues, investment philosophy, and range of investment and non-investment solutions that are relevant to the client.
• Manage controllable expenses of the Wealth Management department within targeted profit plan levels.
• Practice and maintain fiduciary accountability and risk management.
• Review cash report for available funds in fixed income related accounts.
• Monitor Wealth Management policies on an ongoing basis for regulation compliance.
• Understand the bank’s mission, organizational structure, employee orientation guide, bank security, policies, procedures, and standards of conduct.
• Maintain profitability of Wealth Management client relationships.
• Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
• Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
• Understand and participate in the Bank’s Community Reinvestment Act program.
• Perform other duties as assigned.

Education / Experience

Working Conditions

Sedentary work. Exerting up to 10 pounds of force occasionally and / or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.

Sunflower Bank Benefits

Employees enjoy outstanding benefits, including :

People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives and we know that starts with our team.

EOE / AA : Minorities / Females / Disabled / Vets

Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.

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Director of Fixed Income Strategy

Phoenix, AZ

MUST HAVE : MBA and CFA designation

MUST HAVE : 20+ years experience

MUST HAVE : 5+ years’ managing discretionary accounts within a bank trust department