Sage Advisory is a leading asset management firm specializing in fixed income strategies. We are dedicated to delivering superior investment performance and innovative solutions to our clients. Our team of experts is committed to maintaining the highest standards of integrity, professionalism, and excellence. We are seeking a highly motivated and detail-oriented Credit Analyst to join our fixed income team. The successful candidate will focus on corporate bonds, fundamental credit analysis, quantitative credit modeling, and alternative data analysis. This role requires a strong understanding of credit markets, credit rating methodologies, financial statement analysis, and risk assessment. In addition to a background in fundamental analysis, we are looking for individuals familiar with Python, SQL, and Snowflake.

Job Duties and Responsibilities
• Conduct comprehensive credit analysis on corporate issuers.
• Monitor and evaluate the creditworthiness of existing and potential investments.
• Prepare detailed credit reports and present findings to the investment team.
• Collaborate with portfolio managers to develop investment strategies and recommendations.
• Stay updated on market trends, economic conditions, and industry developments.
• Assist in the development and maintenance of credit models and databases.
• Participate in meetings with issuers, rating agencies, and other market participants.

Job Requirements and Qualifications
• Bachelor’s degree in finance, economics, accounting, or a related field. Advanced degree or CFA designation preferred.
• 3-5 years of experience in credit analysis, preferably within the fixed income market.
• Strong analytical skills and proficiency in financial statement analysis.
• Familiarity with Python, SQL, and Snowflake.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team in a fast-paced environment.

To apply, please email your resume and cover letter to careers@sageadvisory.com

We are an Austin based Investment Management firm looking for a passionate, self-driven and experienced professional to join our financial services team! As Controller, you will report to the Chief Financial Officer (CFO), this position will be responsible for coordinating and preparing a range of financial information to support the firm’s internal and external financial management and reporting requirements. The Controller will assist with accounts payable management, operational banking and help facilitate the firm’s annual audit and regulatory reporting requirements. This position will also be responsible for administering staff payroll and compensation records as well as all employee benefit programs. As consistent and reliable financial management is crucial to our firm's performance, the Controller will play a big role in the firm’s future growth and success.

Job Duties and Responsibilities
• Support the CFO in the administration and management of the firm’s client billing systems, account receivables and account payables.
• Support the month-end, quarter-end and year-end internal and external reconciliation and business reporting process.
• Assist the CFO with the firm’s external service provider billing, contracts administration and internal communications.
• Assist the CFO with a range of internal budgeting and business forecasting.
• Coordinate the assemblage of financial information required for federal and state regulatory reporting.
• Manage the compliance with local, state, and federal government reporting requirements and tax filings.
• Produce internal financial statements as requested by management.
• Identify new or emerging accounting and financial issues important to the firm and suggest timely solutions.
• Assist the CFO in developing new or improved accounting and business management related policies and procedures.

Job Requirements and Qualifications
• 3+ years of professional experience as a Controller or similar role at a financial service firm or a similar type of organization
• 5-10+ years of combined experience in accounting and finance
• Advanced degree in accounting from a four-year College or University
• CPA certificate preferred but not required.
• Outstanding knowledge of accounting principles, procedures, and software.
• Strong Excel spreadsheet skills and experience with creating financial statements and general ledgers.
• Critical thinker and good critical thinking skills
• Good time-management skills
• Great interpersonal and communication skills.
• A sense of ownership and pride in your performance and its impact on the firm’s success

To apply, please email your resume and cover letter to careers@sageadvisory.com

Sage is an institutional asset management firm that specializes in managing custom fixed income mandates for liability-focused clients. The firm is employee-owned with significant capacity for growth and attracts independent and creative thinkers who desire success through a collaborative process that best serves the client. We offer a stable, fulfilling, and challenging work environment with competitive compensation and employee benefits.

Job Description Summary
Responsible for identifying and developing relationships with select institutional investment consultants, related investment service providers, and asset allocators. This position will be responsible for developing relationships with investment consultants, servicing institutional clients, investment strategy positioning, competitive analysis, and prospective client presentations. In-depth knowledge of fixed income markets and the institutional marketplace is essential for success in this role.

Position Responsibilities
• 5+ years of demonstrated experience with an institutional investment management services firm proactively identifying and developing business relationships with institutional consultants and asset allocators.
• Must be a self-starter and have the ability to coordinate activities with the Managing Partner and other consultant relations and client service professionals on the institutional team.
• Must have strong presentation skills and the ability to communicate effectively, in verbal and written form, the firm's value proposition, professional capabilities, and product/service strengths.
• In-depth knowledge of the fixed income markets, institutional investment strategies, and asset/liability management.
• Offer excellent task and time management skills to interact with multiple new business channels.
• Must be able to interact with the firm's internal risk management, product development, and compliance staff in a constructive manner.

Preferred Education and Experience
• MBA or Bachelor's Degree in marketing, economics, or finance
• CFA, CIMA, CPA or other related professional financial certifications
• Series 65 is required or must be completed within 90 days of hire date
• Experience with fixed income, pension risk management, insurance, and ESG investment strategies preferred
• Experience working in a consultative, sales-driven, multi-channel distribution environment

Preferred Software Application Experience
• Proficiency with Microsoft Office Suite including Excel
• Proficiency with SalesForce.com or similar CRM applications a plus
• Working knowledge of Aladdin, Morningstar, Zephyr Style Advisor, and Evestment analytics applications

To apply, please email your resume and cover letter to careers@sageadvisory.com