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Fixed Income Portfolio Consultant

Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America Req #455
Monday, August 24, 2020
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.  We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

The Fixed Income Portfolio Consultant will be responsible for supporting Janney Financial Advisors in all aspects of portfolio design for investment portfolios utilizing taxable and tax-free bonds. Duties will include handling all aspects of the portfolio construction process including analyzing, selecting, building and monitoring fixed income securities and portfolios. This visible role will also be responsible for acting as a subject matter expert on fixed income within the Wealth Management department producing insightful/educational content for Financial Advisors and their clients.

 

Responsibilities Include:

  • Build customized fixed income portfolios for High Net Worth clients
    taking into consideration the unique goals, suitability concerns, tax
    situations, restrictions, etc. for each client account.

  • Create a seamless advisor experience by being the
    liaison between Private Client Group Trading, Advisory Consulting and the financial advisors for portfolio construction utilizing individual bonds.

  • Assist Janney financial advisors in the surveillance of existing client portfolios and
    the sourcing of new investment opportunities to manage both credit and interest
    rate risk.
  • Generate and publish market portfolio ideas and general investment-related content through various approved forms of advisor and client communication.
  • Identify relative value opportunities in conjunction with PCG Trading amongst the
    various fixed income sectors in both the primary and secondary markets.
  • Interact with other internal groups such as Advisory Solutions, Financial Planning, Investment Strategy Group and Compliance to stay current in
    industry regulations and trends.
  • Be the subject matter expert on portfolio solutions and proactively provide training to help Janney’s advisors understand how to best utilize the tool to manage their fixed income business.
  • All other duties as assigned based on the needs of the department.

 

Required Experience:

  • 5-10 years of fixed income experience in either a portfolio construction or credit
    research capacity.
  • Bachelor’s degree in Finance or related field preferred.
  • Series 7 & 63/66 licenses required or the ability to obtain within six (6) of employment.
  • CFP or CFA designation preferred.

 

Required Skills:

  • In-depth understanding of financial markets, economics and portfolio theory
  • Extensive customer service experience dealing with financial Advisors and/or High Net Worth clients
  • Strong communication skills and the ability to interact with individuals at all levels
    of the Firm
  • Well versed in Bloomberg, Fixed Income ATS, Excel, and Thomson One/Beta

 

 

Position can be located in multiple locations within the Janney Branch Network on the East Coast.

Janney is dedicated to promoting and supporting diversity within our workplace.  We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.

Other details

  • Pay Type Salary
  • Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America