Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts in equity and fixed income, open architecture manager research, trust and estate planning and family office services. CTC has offices in New York, Palm Beach, Naples, Connecticut, Charlotte, Charlottesville and Delaware.
Our mission is to provide our clients with a portfolio of services that capture superior long-term returns throughout all market cycles by executing our proven commitment to value-added, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership, and always putting our clients’ interests first.
Position Description
Credit Research/Municipal Bond Portfolio Manager will be part of a larger Fixed Income team with responsibilities including, but not limited to, the following:
- Credit Research
- Conduct fundamental credit analysis of municipal issuers, as well as investment grade corporates both new issue and secondary.
- Maintain internal credit ratings and monitor issuer fundamentals, ratings changes, and macroeconomic trends.
- Portfolio Management & Strategy Development
- Design and manage customized municipal bond portfolios that align with client objectives, risk tolerance, and tax considerations.
- Formulate and execute active management strategies focused on credit selection, sector rotation, yield curve positioning, and relative value.
- Maintain a deep understanding of market conditions and adjust positioning to capitalize on opportunities or mitigate risks.
- Client-Facing Collaboration
- Partner with Firm’s Economist, wealth and client advisors to support new business efforts and maintain strong client relationships.
- Articulate investment rationale, performance results, and market outlook in client meetings and presentations.
- Compliance, Risk & Operational Oversight
- Ensure portfolios adhere to internal investment guidelines, client mandates, and applicable regulatory frameworks.
- Work closely with compliance, operations, and legal teams to support best practices and operational efficiency.
Qualifications
- Bachelor’s degree in Finance, Economics, Public Policy, or a related field; advanced degree (MBA, MPA) or CFA designation preferred.
- 7+ years of experience managing municipal bond portfolios in a private asset management or wealth management setting.
- Extensive knowledge of municipal credit fundamentals, trading dynamics, tax implications, and regulatory issues.
- Proven ability to work independently and collaboratively in a client-centric, performance-driven culture.
- Strong technology skills, including proficiency in FactSet, Bloomberg and Excel. Experience with Addepar is a plus.
Preferred Attributes:
- Experience managing both discretionary and non-discretionary portfolios for high-net-worth or ultra-high-net-worth clients and/or foundations.
- Familiarity with ESG integration in municipal bond investing.
- Strong communication and presentation skills with a consultative, solution-oriented mindset.
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What We Do
Chilton Trust is a boutique wealth management firm designed to provide the continuity, structure and acumen to protect and enhance the intergenerational wealth of select families and institutions. The firm is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of Chilton Investment Company. We offer a full suite of individually customized services including access to internal equity and fixed income management, best-in-class external traditional and alternative managers, standalone trust company capabilities, consolidated wealth reporting, comprehensive family office services and transactional planning. Furthermore, our emphasis on relationship management is vital and built upon integrity, confidentiality, high quality service and customization to meet the evolving needs and complexities that often exist with our clients.
