Fixed Income Strategist

South State Bank•Germantown, TN

1d•Onsite

About The Position

A Fixed Income Strategist is responsible for using specialized knowledge and skills obtained through experience and education to support the sales force within Debt Capital Markets. This includes working collaboratively with sales, trading, and strategies to meet the needs and earn the business of institutional clients. This position will have the support of analysts to model trades and for various other support. A Strategist should expect to serve as a guide to the Analysts as we seek to develop their knowledge and nurture career development. This position will use knowledge of fixed income markets, along with knowledge of depositories and other account types, to help clients generate income, preserve capital, improve portfolio diversification, and improve risk/reward profiles.

Requirements

Strong communication skills characterized by excellent writing and speaking skills
Proficient with general office equipment and programs to include Microsoft Office Word, Excel, Outlook, PPT, Bloomberg, S&P Cap Pro IQ (SNL) and other software that might be utilized in the department
Ability to effectively prioritize responsibilities and manage multiple tasks in a changing environment within tight deadlines on an ongoing basis
Ability to use computers efficiently and the capacity to learn new software programs as they are rolled out by the Bank
Understanding of and ability to explain impact of proposed transactions on income statements, balance sheets, and risk measures
Good knowledge of business English, including spelling and punctuation
Ability to speak clearly and effectively with coworkers and customers
Well-organized, accurate, and attentive to detail
Cooperative and willing to assist coworkers and customers on a regular basis
Effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others
Remain composed under pressure when responding to customer and coworker concerns
Patient and willing to help others in solving problems while maintaining a positive attitude
Bachelor’s degree in business, economics, finance, or related field
Experience providing Fixed Income solutions for institutional clients preferred, depository background is a positive
Must possess a strong understanding of macroeconomics and fixed income markets
Depository knowledge including income statement & balance sheet composition and Asset/Liability management
SIE, Series 7, and Series 63 exams required or the successful completion of these exams within 90 days of hire

Nice To Haves

CFA and/or CPA designations are viewed favorably

Responsibilities

Work with Institutional Fixed Income clients to identify and assess investment needs and recommend suitable investment strategies and solutions
Help develop balance sheet strategies and portfolio analytics for institutional clients
Develop and use analytical tools and methodologies to select fixed income products for sales and clients
Collaborate with sales force by assisting in the development of marketing materials and by participating in sales presentations as appropriate
Identify trends in the fixed income market and implement appropriate client action, if needed
Prepare explanations of economic, regulatory, market-related and/or fixed income security-specific information and analytics for developing relationships and establishing dialogue with institutional clients
Assist with acquisition/retention of accounts through periodic meetings with clients
Provide assistance and/or training to the Fixed Income Business Unit
Provide assistance to other employees through healthy and positive interactions
Involvement in marketing endeavors/efforts
Continuously update skills by participating in professional training
Seek opportunities to improve skills through cross-training offered by the Bank
Maintain compliance with MSRB, FINRA, and SEC regulations
Ensure compliance with Bank policies and procedures, code of conduct, and regulatory guidelines
All other tasks, responsibilities, or duties, as directed by management