Director, Securitized Credit
Dallas, IA - USA
Job Summary
About Us:
ALM First Financial Advisors is a leading trusted strategic partner for depository institutions offering a range of financial advisory services. Since 1995 our expertise in asset liability management fixed income portfolio management and hedging has delivered deeper insights into financial institutions balance sheets strengthening their financial performance and building efficiencies. With more than $79 billion of investments under management ALM First is an SEC-registered investment advisor acting as an unbiased third party offering commission-free fee-based services to over 350 financial institutions nationwide.
Job Summary:
This position sits within the ALM First Investment Management Group (IMG) focused primarily on securitized credit trading for the firms discretionary and non-discretionary clients.
Responsibilities:
- Source analyze and execute investment ideas across securitized credit products including idiosyncratic relative value and macro thematic trades
- Contribute to portfolio positioning decisions for relevant portfolio mandates and fund vehicles
- Formulate ideas for hedging macro factor risks
- Monitor and analyze daily and weekly portfolio analytics to inform investment decisions
- Partner with the analytics team to enhance risk and portfolio management processes
- Contribute to economic market investment-thesis and relative-value research and commentary
- Serve as subject-matter expert for the client service and sales team
- Ensure investment activities are conducted in accordance with firm policies investment guidelines and regulatory requirements.
Qualifications:
- 3-5 years of relevant work experience preferably in asset management or a related field
- Experience trading securitized products
- Experience with options derivatives and advanced hedging techniques
- Proficiency with Bloomberg Intex and related analytics platforms
- Excellent written and verbal communication skills
- Strong work ethic attention to detail and analytical rigor
- Bachelors degree in finance economics mathematics or another quantitative discipline with a strong academic record; advanced degree and/or professional designation is a plus.
Physical Requirements & Work Environment:
- Position is ideally based onsite in our Dallas office.
- Prolonged periods of sitting and working at a computer while analyzing investments monitoring markets and participating in meetings.
- Occasional travel may be required for client meetings conferences and company events.
Language Skills: Ability to read analyze and interpret financial reports investment research market data industry publications and regulatory materials. Ability to prepare clear and concise investment commentary research reports and client communications. Ability to effectively communicate market views investment recommendations and portfolio strategies to clients colleagues and executive leadership.
ALM First Statement on Diversity & Inclusion: ALM First believes deeply in equality and strongly supports diversity and inclusion. We will continue our commitment to financial inclusion for all Americans as we serve the clients providing critical financial resources to the communities that need them most. We are always looking at how we can improve our own policies and practices to encourage diversity through the use of our designated committee.
Equal Employment Opportunity: ALM First has a commitment to providing equal employment opportunity to all qualified applicants regardless of race color religion national origin sex sexual orientation gender identity pregnancy age citizenship marital status disability veteran status political belief or any other basis protected by applicable law.
Candidate Accommodations: ALM First values the differences of all current and prospective employees and recognizes how every employee contributes to our companys success. ALM First provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process please submit a request via email at or via telephone at 1 (U.S.).
Required Experience:
Director