Hedging & Reinvestment Advisor

Responsibilities

• Assessing clients' financial goals, risk tolerance, and investment preferences to develop customized investment strategies that align with their objectives.
• Constructing and managing investment portfolios by selecting suitable securities, diversifying assets, and monitoring performance regularly.
• Recommend adjustments or rebalancing to optimize portfolio returns.
• Identifying and mitigating potential risks associated with investments and borrowing.
• Analyzing market trends, conducting risk assessments, and implementing appropriate hedging strategies to safeguard against adverse market movements.
• 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.
• Ensuring adherence to relevant regulatory guidelines and compliance standards in all reinvestment and hedging activities.
• Regularly evaluating the performance of clients' investment portfolios, comparing against benchmarks, and providing performance reports to clients.
• 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.
• Keeping abreast of new investment products, market dynamics, and industry best practices.

Qualifications

• 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.

About Us

HilltopSecurities believes in building noble and collaborative relationships that enrich the financial future of individuals, businesses, and communities. We deliver a broad range of investment banking and related financial services to help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also includes PlainsCapital Bank and PrimeLending, we have the financial strength and stability to support our associates in growing their careers in a diverse organization that values relationship capital above all else.