Fixed Income Trader
About The Position
As a Fixed Income Trader, you will be responsible for executing all day-to-day trading functions within Fixed Income Separately Managed Accounts (SMAs). This includes handling buy/sell transactions across treasuries, municipal bonds, and corporate bonds. The trader will also contribute to recurring and ad-hoc reporting, client communications, and special projects, ensuring optimal portfolio performance and alignment with client needs. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. For External Candidates: Candidates must work in-office at one of the following locations for at least 3 days per week: Lehi, UT. For Internal Candidates: A ll internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.
Requirements
- Basic understanding of fixed income portfolio metrics, including yield, duration, and convexity
- Ability to multi-task while maintaining attention to detail and meeting deadlines
- Strong analytical skills and proficiency in tools such as Excel and Bloomberg
- Ability to work effectively both independently and within a team
- Excellent problem-solving and organizational skills
- Ability to handle urgent tasks and shifting priorities
- This position requires a Series 65 license or both Series 7 and 66 licenses. If the required license(s) are not held at the time of hire, they must be obtained within 90 days of the start date. Failure to meet this requirement may result in termination of employment in accordance with company policy
- Has a minimum of Bachelor's Degree in Business, Finance, or related field
- Has less than 1 year of experience
- Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
Responsibilities
- Execute trades and manage all aspects of Fixed Income SMAs, including new portfolio investments, reinvesting cash from coupon payments and maturities, and handling special client requests
- Communicate with clients regarding withdrawals, investment needs, and portfolio performance
- Document all transactions and coordinate settlements with custodians and brokers
- Produce and distribute weekly, monthly, and quarterly reports for the Fixed Income Committee and clients
- Maintain thorough documentation of all work processes and suggest improvements where applicable
- Ensure strict compliance with all industry regulations and client-specific guidelines
- Collaborate effectively with internal teams and external clients, providing support across business functions as needed
- Cross-train and adapt to meet evolving business needs
Benefits
- health, dental, vision, and disability coverage on day one
- 401(k) plan with employer match
- paid parental leave
- pet benefits including pawternity leave and pet insurance
- student loan repayment
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1,001-5,000 employees
