Head of Fixed Income Services

The Head of Fixed Income Services leads the effort to deliver fixed income solutions for institutional and private clients.  This role focuses on relationship management including implementation of fixed income strategies and ongoing portfolio management.  Duties include client contact, portfolio performance review, marketing presentations, and portfolio maintenance and restructuring.  Responsible for driving new business growth for fixed income focused clients including efforts with institutional clients.  Works in close partnership with the Head of Fixed Income Solutions to analyze and select fixed income securities.  Supports macroeconomic and fixed income discussions during weekly investment meetings in partnership with the Fixed Income Solutions team.

Position Responsibilities:

Business development and relationship management

• Drive relationship growth and new business opportunities for fixed income solutions.
• Support the development of institutional client opportunities.
• Manage relationships for clients with a focus on fixed income solutions.
• Proactively attend to client needs and regularly meet with clients for portfolio reviews.
• Network with clients and prospects at Bartlett sponsored events.
• Seek additional drivers of new business opportunities and fixed income solutions growth.

Portfolio management and fixed income strategy

• Answer client questions about account performance, strategy, or other related topics.
• Execute trades in accounts to reflect any recent changes in the strategy or model.
• Proactively reinvest cash from bond maturities, where appropriate.
• Participate in weekly fixed income team strategy meetings to review fundamental and technical data macroeconomic and portfolio data.
• Actively engage in macroeconomic analysis and translate to Bartlett portfolio needs.

Internal communication

• Publish comments and recommendations regarding credit fundamentals and fixed income strategy.
• Support fixed income discussion during weekly firm-wide investment meeting.
• Respond to team requests regarding portfolio allocation and other fixed income questions.
• Coordinate fixed income policy with Wealth Advisors.

Fixed income team support

• Support the fixed income team in other research and portfolio management needs including credit analysis, monitoring of securities, and proactive cash management.
• Provide direction to traders on appropriate pricing levels for fixed income securities and maintain relationships with fixed income-trading firms.