Trader, Fixed Income Analyst

Overview

Full-time Fixed Income Analyst/Trader role supporting advisor-directed bond portfolios and helping modernize the fixed income trading desk. This position is suited for a process-oriented professional who is comfortable adopting new systems and workflows and who is passionate about fixed income markets.

Advancement is based on experience and the fixed income knowledge developed on the job.

Responsibilities

• Implement and maintain new fixed income trading workflows and tools
• Recommend process improvements to scale operations and increase efficiency
• Review advisor-directed bond inquiries to ensure compliance with requirements
• Aggregate bond inquiries, manage ticket routing, and update trade statuses
• Evaluate bond bids and offers against inquiry criteria and make valuation judgments
• Resolve trade settlement issues
• Review daily execution reports for adherence to trading guidelines
• Assist advisors with inquiries and questions
• Prepare materials for best execution committee reviews
• Collaborate with internal teams to optimize trade workflows

Requirements

• Bachelor’s degree
• Strong knowledge of Microsoft Office
• Familiarity with fixed income securities

Preferred Qualifications

• Experience trading fixed income securities
• Knowledge of fixed income trade settlement process
• Experience building relationships with financial professionals
• Familiarity with Salesforce, Slack, Charles River, Smartsheet

Skills and Attributes

• Diligence, accuracy, consistency, and thoroughness
• Ability to prioritize and manage multiple tasks and projects
• Excellent verbal, written, and interpersonal skills
• Professional, friendly, and helpful demeanor
• Quick learner who understands how multiple systems and sites interact
• Ability to work independently and on a team
• Adaptability in a fast-paced, evolving environment
• Initiative with broad intellectual curiosity
• Strong desire to deepen expertise in fixed income markets and products, with willingness to expand investment responsibilities over time
• Positive attitude and sense of humor

Equal Opportunity

EOE M/F/D/V