Portfolio Trading [Multiple Positions Available]
About The Position
This role focuses on developing portfolio solutions for a broad investor space in the fixed income market, including Corporate Bonds, Municipals, and securitized products. The position involves structuring and pricing OTC fixed income securities, designing digital platforms for clients, and deploying optimization functionality for fixed income securities. Responsibilities include liaising with clients on investment needs and market trends, collaborating with other traders for pricing and risk management, training junior team members, creating marketing materials, writing code to optimize workflow, and working with the sales force to find new distribution avenues. The position requires up to 20% domestic and international travel for client visits.
Requirements
- Master's degree in Finance or related field of study plus three (3) years of experience in the job offered or as Portfolio Trading, E-Markets, Portfolio Manager or related occupation.
- Alternatively, a Bachelor's degree in Finance or related field of study plus five (5) years of experience in the job offered or as Portfolio Trading, E-Markets, Portfolio Manager or related occupation.
- Three (3) years of experience with Securitizing products for detailed knowledge of the underliers, syndication process, and trading protocols for asset backed securities and mortgage-backed securities.
- Two (2) years of experience using PowerPoint to create marketing materials that educate clients on the value of portfolio trading.
- Two (2) years of experience using Excel to model and price portfolio trades.
- Two (2) years of experience utilizing Bloomberg to analyze bond pricing and risk.
- Two (2) years of experience pitching trade ideas to institutional clients based on bank research reports.
- Two (2) years of experience creating, pricing, and derisking investment grade corporate bond, high yield corporate bond, Muni bond, and structured product portfolio trades.
- Two (2) years of experience pitching fixed income products including corporate bonds, Muni bonds, and structured products to institutional clients and managing client relationships.
- Any amount of experience constructing trades that improve net investment income, asset liability matching, and capital requirements for insurers, asset managers, and pension funds using linear optimization libraries in python.
- Any amount of experience leveraging fixed income mathematics to price large lists of corporate bond, municipal bond, and structured product portfolios.
- Any amount of experience designing novel digital platforms to share sell side analytics with the buy side and improve the buy side trading experience.
- Knowledge of Insurance capital requirements for North America, Bermuda, and UK jurisdictions required to improve net investment income, asset liability matching, and capital requirements for insurers domiciled in those regions.
Responsibilities
- Structure and price lists of OTC fixed income securities.
- Design digital platforms to provide data to clients.
- Design and deploy optimization functionality for fixed income securities.
- Liaise with clients on investment needs and market trends.
- Liaise with other traders to price and manage risk.
- Train junior members of the team to perform pricing, risk management, and reporting responsibilities.
- Create and refine marketing materials.
- Write code to optimize workflow.
- Work with sales force to find new avenues of distribution.
- Develop portfolio solutions for a broad investor space in the fixed income market, including Corporate Bonds, Municipals, and securitized products.
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
