Balance Sheet Strategist

StoneX Group•Newark, NJ

22h•Onsite

About The Position

The Balance Sheet Strategist will support the Fixed Income FIG team by analyzing bank, credit union, insurance company, and institutional investor balance sheets to identify investment opportunities and liability management solutions. This individual will work closely with senior sales professionals, traders, and clients to develop actionable strategies related to securities portfolio management, liquidity optimization, capital efficiency, interest rate risk management, and fixed income investment allocation. This position is ideal for a motivated finance professional seeking to develop expertise in fixed income markets, depository institution balance sheet management, and structured product investing.

Requirements

Minimum 2 years of experience in one or more of the following: Fixed Income Sales, Fixed Income Trading, Investment Banking, Bank Treasury, Asset Liability Management (ALM), Financial Institutions Group (FIG), Capital Markets, Investment Portfolio Management, Equity or Fixed Income Research
FINRA Series 7 License (Required)
FINRA Series 63 License (Required)
Bachelor's degree in Finance, Economics, Accounting, Business, Mathematics, or related field required
Strong understanding of fixed income markets and securities
Knowledge of bank balance sheets, call reports, and financial statement analysis
Proficiency in Microsoft Excel, PowerPoint, and financial databases
Ability to perform quantitative analysis and financial modeling
Strong analytical and problem-solving skills
Excellent verbal and written communication abilities
Highly organized with strong attention to detail
Ability to manage multiple projects in a fast-paced environment
Self-starter with the ability to work independently and within a team environment
Demonstrated interest in fixed income markets and financial institutions

Nice To Haves

Advanced degree (MBA, MS Finance, CFA designation or progress toward CFA) preferred but not required
Experience with Bloomberg, S&P Global Market Intelligence, FactSet, or similar financial platforms preferred
Understanding of balance sheet management and bank investment portfolios
Familiarity with agency MBS, CMBS, ABS, SBA securities, and structured products
Experience reviewing regulatory filings and financial institution performance metrics
Strong client-facing and relationship management capabilities

Responsibilities

Analyze bank, credit union, insurance company, and institutional investor balance sheets, earnings reports, call reports, and regulatory filings
Monitor trends in liquidity, loan growth, securities portfolios, funding costs, capital levels, and asset-liability management metrics
Assist senior FIG professionals in identifying fixed income investment opportunities across: Agency MBS, CMBS, SBA securities, Asset-Backed Securities (ABS), Municipal securities, Treasuries and Agencies, Structured products
Develop client-specific portfolio recommendations based on balance sheet positioning, risk tolerance, and investment objectives
Create and maintain screening tools, databases, and models used to identify prospective clients and investment opportunities
Produce market commentary and client presentations regarding: Interest rate outlook, Yield curve dynamics, Spread relationships, Portfolio strategy, Regulatory developments
Assist with preparation of pitch books, portfolio reviews, and investment strategy presentations for client meetings
Conduct ongoing surveillance of existing client portfolios and market conditions
Support senior sales personnel in business development, client outreach, and relationship management activities.
Work with trading, research, compliance, and operations teams to facilitate client transactions and ensure regulatory adherence
Maintain current knowledge of banking industry developments, regulatory changes, and fixed income market trends