Job Title: Fixed Income Investment Manager 4



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Job Title: Fixed Income Investment Manager 4

Location: San Diego (with travel throughout SoCal, Arizona & Nevada)

Schedule: Full Time

Job Description:

Develops, recommends, and directs execution of investment strategies for a group of clients.  Manages largest and most complex investment portfolios for Investment Management accounts and/or fiduciary (irrevocable and revocable trust) accounts, with a particular focus on fixed income investments.  With broad investment strategy authority and acting independently within established investment policy guidelines, manages large and potentially the most import client accounts.  Consults with Relationship Manager, Financial Consultant, Private Banker, Account Administrator (if applicable) and client to development investment strategies based on management philosophy and customer objectives.  Utilizes an investment consulting approach to execute investment strategies, leveraging individual securities, pooled vehicles (incl. open and closed end Mutual Funds and DIFs), “open architecture” platforms, and “alternative” investments to maximize returns commensurate with an acceptable level of risk for the client.  May function as the sole investment manager, especially in fixed income-only relationships, or as part of a broader team in large, complex relationships.

Keeps informed of developments in investment management industry and confers with tax attorneys, accountants, etc., to determine other consequences of investment decisions and resolve account problems.  Develops new business through sales/marketing while leveraging partnership opportunities throughout the firm.  Teams with WMG partners in developing new business.  May act as a lead for Investment Management Specialist and/or a defined market area.

As a member of the Fixed Income team, participates in the formulation and implementation of fixed income strategy.  Manages portfolios according to established fixed income strategies where applicable.  Contributes to strategy calls and decisions related to fixed income.  Communicates elements of fixed income strategy and market information to the broader WMG community, and to WMG clients.  Participates in fixed income outreach to internal partners and the client base.  Supports generalist Investment Managers in their knowledge, awareness, and implementation of fixed income strategies and techniques.  Where needed, contributing to written communications intended for the broader WMG community or for distribution to clients.

Minimum Qualifications:

- Must have at least 10 years of fixed income management experience with emphasis on tax-exempt securities.

- Must have a successful track record of interacting with clients and with assisting in the closing of new business opportunities.

- Must be willing to travel frequently throughout a three state area (Southern California, Nevada & Arizona)

Preferred Skills: CFA/MBA preferred.

To Apply:

Follow the below link, click on “Find A Job” and enter requisition #3299985 on/before 9/27/09:



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