Tax-Exempt Fixed Income Trader (Investment Grade Bonds)
- Pay
- $100,000 – $130,000 per year
- Location
- New York, NY · On-site
- Job type
- Full-time
- Level
- Senior
- Experience
- 3+ years
- Education
- Bachelor's degree
- Listed
- 14 days ago
Skills & highlights for this role
- Tax-exempt fixed income experience
- Investment-grade municipal bond portfolio support
- Municipal credit analysis
- Bond math
- Bloomberg
- Excel
- Portfolio management or trading systems
- Attention to detail
- Communication
- Organization
Also useful
- CFA progress
- High-net-worth client portfolio experience
About the role
Job Objective: The Tax-Exempt Fixed Income Trader will support the Managing Director, Portfolio Manager of Fixed Income, in managing investment-grade municipal bond portfolios for high-net-worth clients, with a focus on short to intermediate duration strategies. This individual will help with trading, credit research, portfolio monitoring, and client reporting. The role is a strong fit for someone with a solid foundation in tax-exempt fixed income who wants to grow toward portfolio management in a collaborative, client-focused environment.
Key responsibilities include
- Support the Managing Director in managing tax-exempt, investment-grade bond portfolios across short to intermediate durations
- Screen new issue and secondary market offerings and help identify relative value opportunities
- Place and allocate trades, and coordinate with operations to ensure accurate settlement
- Conduct credit research and ongoing monitoring of municipal issuers and sectors
- Assist with portfolio construction and rebalancing in line with client objectives, risk tolerance, and income needs
- Monitor portfolio positioning, cash flows, maturities, and adherence to client guidelines
- Track market conditions, interest rate trends, and economic developments, and help prepare market commentary
- Prepare portfolio reviews, reports, and materials for client meetings
Job Requirements
- 3-6 years of relevant experience in tax-exempt fixed income
- Experience supporting the management of tax-exempt, investment-grade bond portfolios
- Working knowledge of municipal credit analysis and bond math
- Proficiency in Bloomberg, Excel, and portfolio management or trading systems, with close attention to detail
- Bachelor's degree required; progress toward the CFA designation preferred
- Experience working with high-net-worth client portfolios preferred
- Strong communication and organizational skills, with the ability to manage multiple priorities
Pay and benefits
The expected base salary range for this position is $100,000 to $130,000, with a bonus based on individual and firm performance. Total compensation will vary based on experience, qualifications, and overall contribution.
The actual base compensation offered will be determined by various factors, including, but not limited to, the candidate's relevant years of experience, career progression, qualifications, educational background, certifications or professional licenses, and role-specific skills. Base salary represents one element of Silvercrest's comprehensive compensation package, which also includes robust benefits and may include incentive-based compensation.
About the company
Silvercrest Asset Management Group LLC is a leading independent, registered investment advisor offering bespoke asset management and family office services to ultra-high-net-worth families and select institutional investors. Founded in 2002, Silvercrest provides a range of tailored investment strategies and wealth management solutions, specializing in long-term, customized planning and advisory services.
The firm advises on over $35 billion in assets, serving a distinguished clientele including families, endowments, foundations, and other institutional investors. Silvercrest's client-centric approach emphasizes personalized solutions underpinned by fiduciary responsibility and rigorous proprietary research.
From Silvercrest Asset Management Group's careers page, first listed on Rolev.ai on October 27, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
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Common questions
What is the salary for the Tax-Exempt Fixed Income Trader (Investment Grade Bonds) role at Silvercrest Asset Management Group?
The Tax-Exempt Fixed Income Trader (Investment Grade Bonds) posting at Silvercrest Asset Management Group states compensation of $100,000 – $130,000 per year. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on Silvercrest Asset Management Group's official career site.
Where is the Tax-Exempt Fixed Income Trader (Investment Grade Bonds) job at Silvercrest Asset Management Group located?
This Tax-Exempt Fixed Income Trader (Investment Grade Bonds) position at Silvercrest Asset Management Group is located in New York, NY (On-site). Always check Silvercrest Asset Management Group's application page for specific state eligibility or relocation policies.
What qualifications are required for Tax-Exempt Fixed Income Trader (Investment Grade Bonds) at Silvercrest Asset Management Group?
For the Tax-Exempt Fixed Income Trader (Investment Grade Bonds) role, Silvercrest Asset Management Group highlights 3+ years of relevant experience; a bachelor's degree; experience with Tax-exempt fixed income experience, Investment-grade municipal bond portfolio support, Municipal credit analysis, Bond math, Bloomberg, Excel. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Tax-Exempt Fixed Income Trader (Investment Grade Bonds) position at Silvercrest Asset Management Group?
This listing links directly to Silvercrest Asset Management Group's Rippling application page. You can apply directly on Silvercrest Asset Management Group's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Rippling application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.