The Mather Group Fixed Income Trader

The Mather Group (TMG) operates as a fee-only, $1 Billion AUM, wealth management firm, specializing in retirement planning for corporate executives and high net worth individuals. The firm was founded in 2001 and became an independent Registered Investment Advisor (RIA) in 2011. TMG was named by Financial Planning Magazine as one of the fastest growing RIAs in the country and was named one of Financial Times top 300 firms in the nation. As they continue to expand their national footprint with offices in multiple states, they seek a Senior Wealth Advisor. As the main point of contact, will actively communicate with clients on a daily basis, providing advice on cash flows/tax planning strategies, estate/insurance issues, identify investment goals/retirement planning needs and implement recommendations with assistance of support staff. In addition, this position will meet with referrals in their territory and effectively close sales with the support of a leading financial planning team. 

ABOUT THE MATHER GROUP

The Mather Group is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive financial planning services with clients’ best interests in mind. We find the most cost-effective investment strategies, and clients pay only for our expert advice—no commissions, no product fees and no hidden fees.

OUR INDUSTRY'S CHALLENGE & OUR SOLUTION

Across our industry, only 9% of financial advisors are obligated to put their clients’ best interests first. What the average investor doesn’t realize is that most advisors hold brokerage licenses that allow them to put their firm's interests ahead of the client's. They are not legally obligated to act in the client’s best interest and can sell investment products for commissions.

The Mather Group is a registered investment advisor with a fiduciary duty to our clients. That means we have a legal obligation to always act in their best interest. When clients chose TMG, there are no conflicts about where their money is held or how it’s managed.

What we're doing differently is educating investors on what the fiduciary responsibility really means, at a time when it's more important than ever.

WE'VE MADE COMPELLING PROGRESS

  • Approx $4.7 Billion in assets under management*
  • Seven offices in established markets: Chicago, Houston, Dallas, Atlanta, Austin, Philadelphia Area, Knoxville, and San Francisco Bay Area
  • 90 staff members and growing
  • Named #43 on RIA Channel’s Top 100 Wealth Managers (2020)
  • Named to Barron's Top 100 Independent Advisor List (2018,2019,2020)
  • Named to Financial Times Top Advisers List (2016, 2017,2018,2019)
  • Named as one of the Top 15 RIA firms by Financial Planning
  •  *As of October 7, 2020

about THE POSITION

The role of the Fixed Income Trader includes: model analysis, trade preparation, bond trading, portfolio reporting, monitoring portfolio exposures, bond surveillance, credit analysis, and utilizing portfolio management software. An in depth understanding of fixed income security valuation, portfolio management concepts, and experience in trading is required.  The Fixed Income Portfolio Trader will act independently within established investment policy guidelines and assist the Fixed Income Portfolio Manager in the construction and maintenance of fixed income models and bond ladders.  

Responsibilities include, but are not limited to, the following: 

  • Fixed income trading (e.g. treasury, municipal, corporate, etc.)
  • Block trading across thousands of accounts
  • Assist with bond ladder construction and maintenance 
  • Assist with monthly and quarterly fixed income portfolio surveillance  
  • Modeling
  • Ad hoc investment and research projects
  • Deliver effective and concise written and verbal communication to financial advisors, internal departments, and firm leaders
  • Work in partnership to support internal departments and committees in making better informed investment decisions consistent with the firm's long-term strategy
  • Maintain a deep understanding of the global capital markets while providing ideas for new strategies
  • Ensure compliance with FINRA, SEC and other governing entities
  • Maintain technical competence by keeping up to date on industry developments and technical authorities
  • Perform other job-related duties as assigned 

 

CANDIDATE REQUIREMENTS

The ideal candidate will possess the following qualifications and attributes:

  • Fixed income trading experience  
  • Meticulous attention to detail
  • Series 65 is required or attainable within three months of hire 
  • Credit analysis experience
  • Strong analytical, planning, and project management skills
  • Knowledge of fixed income benchmarks & credit rating agency methodologies
  • High proficiency in excel is a must, VBA is a plus
  • Extensive knowledge of fixed income markets, asset allocation, portfolio construction, and portfolio risk management
  • Extensive knowledge of various types of investments, asset classes, account types, and their related tax implications 
  • Demonstrated success in conducting investment due diligence, making investment recommendations, and portfolio construction
  • Strong written and verbal communication skills for preparing and presenting research to FAs, clients, prospective clients, and internal areas within the firm
  • High proficiency in databases, and other software programs (Microsoft Office, Morningstar, S&P Capital IQ, Bloomberg, Orion, etc.) 
  • Finance, Accounting, Economics, Mathematics, or Statistics Bachelor's degree
  • 1-3 years of experience as a fixed income analyst or trader and/or extensive industry experience preferred

The Mather Group is an equal opportunity employer and welcomes candidates from diverse backgrounds.

The Mather Group

HOW SMART INVESTORS RETIRE™

                     Barrons Top 100 2019                          

Get in touch with us or find one of our office locations   Contact us

TMG has the mature wealth-tech infrastructure to attract high net worth clients and the scale to deliver best-in-cl… https://t.co/mLlTLj6sO8
TMG acquires Resource Advisory Services, marking TMG’s third acquisition of 2020 https://t.co/24OTvH2wZx