Fixed Income Analyst
- Fixed income market monitoring and trading
- Account maintenance and oversight
- Strategy formulation and execution
- Performance monitoring
- Independent research
- Internal and external communication
- Initial investment of funds
- Portfolio modeling and risk assessment
- Maintenance trading to accommodate contributions and distributions
- Monitor account model strategies' performance
- Interaction with portfolio managers and sales force
- College degree, Finance or Economics major
- 1 to 3 years of industry experience, fixed income background preferred
- CFA designation or candidate a plus
- Series 7 & 66 registered or must obtain registration within six months of hire date
- Extremely well-organized, detail-oriented and accurate; must be able to multi-task and meet deadlines
- Self-motivated with strong interpersonal and communication skills
- Proficiency in Microsoft Outlook and Excel; Bloomberg experience
- Ability to learn and master computer applications that house customer data
- Ability to understand and adhere to industry rules and regulations
- Professional demeanor
- Ability to work beyond the standard work day when needed in order to meet the demands of the position
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