Hedging & Reinvestment Advisor

HilltopSecurities is looking to hire a Hedging & Reinvestment Advisor. The Hedging & Reinvestment Advisor is responsible for analyzing and structuring tax-exempt and taxable reinvestment and derivative transactions for an array of current and prospective public finance clients. This role is located in Downtown Dallas and is in office five days a week.

Essential Functions

Investment Analysis: Assessing clients' financial goals, risk tolerance, and investment preferences to develop customized investment strategies that align with their objectives.
Portfolio Management: Constructing and managing investment portfolios by selecting suitable securities, diversifying assets, and monitoring performance regularly. They may recommend adjustments or rebalancing to optimize portfolio returns.
Risk Management: Identifying and mitigating potential risks associated with investments and borrowing. This involves analyzing market trends, conducting risk assessments, and implementing appropriate hedging strategies to safeguard against adverse market movements.
Market Research: Staying up to date with financial markets, economic indicators, and industry trends. Conducting in-depth research and analysis to identify investment opportunities or potential risks.
Client Communication: Building strong relationships with clients and providing ongoing communication and updates on portfolio performance. Responding to client inquiries, explaining investment strategies, and offering guidance on investment decisions.
Compliance and Regulations: Ensuring adherence to relevant regulatory guidelines and compliance standards in all reinvestment and hedging activities.
Performance Monitoring: Regularly evaluating the performance of clients' investment portfolios, comparing against benchmarks, and providing performance reports to clients.
Documentation: Maintaining internal databases for potential transactions, transactions in process and closed transactions, including preparing and sending client invoices, closing transcripts and interacting with internal accounting and finance personnel.
Continuous Learning: Keeping abreast of new investment products, market dynamics, and industry best practices. Continuous professional development is crucial to provide clients with the most relevant and up-to-date advice.

Job Requirements

Undergraduate degree in accounting, business, economics, engineering, finance, mathematics, or a related field
Excellent quantitative skills
Strong interpersonal communication skills and attention to detail
Strong computer skills
Experience and proficiency with the Microsoft suite
Experience with DBC Finance software is a plus
Experience with fixed income products and modeling is a plus
Ability to communicate in writing clearly and concisely
Ability to verbally communicate effectively with others
Ability to make critical decisions while following company procedures
Ability to be truthful and be seen as credible in the workplace
Ability to get along well with a variety of personalities and individuals

The statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required and may be changed at the discretion of the Company.