Institutional Fixed Income Sales Professional (Generalist & Credit Specialists)
About The Position
CastleOak Securities, L.P. is hiring multiple Institutional Fixed Income Sales professionals, including generalists and credit specialists in investment grade and high yield, for its regional offices. Candidates with experience in Rates, Corporates, and Structured Products will leverage client relationships across the firm’s capital markets platform. The role joins a veteran team in a dynamic sales and trading environment, with a flat organizational structure and direct interaction with senior leadership. The fixed income team executes securities through a proprietary electronic platform and traditional voice business. The role focuses on developing and maintaining institutional client relationships, growing a client base, responding to trading and pricing inquiries, and coordinating with internal sales, trading, and syndicate teams. Professionals communicate relevant macro market forces to portfolio managers and traders and provide feedback to internal sales and product management teams. The position reports directly to the Head of Fixed Income Sales.
Requirements
- At least 3 years of direct experience in Institutional Fixed Income Sales.
- An established, active set of institutional client references and relationships.
- Active FINRA Series 7 and Series 63 licenses.
- Bachelor’s degree.
- Deep understanding of taxable fixed income markets, corporate credit or rates structures, the sales and trading life cycle, and institutional OMS/EMS connectivity.
- Excellent written and verbal communication skills.
- A self-motivated, team-first approach to business.
Responsibilities
- Cultivate institutional asset management and/or public pension fund relationships.
- Understand clients’ workflows for direct execution across Credit and Rates markets and support the proprietary electronic trading franchise.
- Build and preserve trusted institutional client relationships.
- Grow a client base through prospecting, relationship management, referrals, cross-selling, and attendance at industry events or conferences.
- Respond effectively and rapidly to client inquiries about trading and pricing.
- Coordinate with internal fixed income sales, trading, and syndicate teams to institutionalize client relationships.
- Interpret and communicate macro market forces affecting bond performance and portfolio benchmarks to portfolio managers and traders.
- Provide feedback to internal sales and product management teams to anticipate and meet evolving client needs.
- Work independently and collaboratively, solving problems and managing time and organization effectively while striving to outperform goals.
Benefits
- Competitive medical, dental, and vision insurance programs.
- Commuter benefits.
- 401(k) with company match.
- Charitable contribution match program for employees.
- Hybrid workplace.
- Company-paid life insurance and short-term and long-term disability insurance.
- Paid time off, including vacation, personal days, and sick leave.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
