Job Category: Capital Markets/Asset Management Group

Requisition Number: TRADI002696

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Full-Time
On-site

Locations

Showing 1 location

Description

Trading Analyst

Job Function: The Trading Analyst is responsible for working with the traders as it pertains to managing the products and services of both the taxable and municipal trading desks. Responsibilities will involve trading activities and handling inquiries for individual and institutional clients. Duties include, but are not limited to, the creation of securities material for the sale of taxable and municipal products. The role will also be responsible for reporting, market analysis, trading support and creating communications to the sales team and customers.

Essential Duties and Responsibilities:

Work with Taxable and Municipal traders in duties as it relates to fulfilling customer investment needs
Identify and communicate opportunities in the market designed to increase the profitability of the municipal and taxable desk while managing its overall risk
Prepare and distribute presentation packets for sales team as it relates to the products of this desk
Prepare and distribute municipal score cards for sales team as it relates to the products of this desk
Maintain rapport and communication with the sales team, media, dealers and brokers to keep abreast of market trends, conditions, prices and opportunities, etc.
Provide Analysis to CMG investment personnel and the taxable desk on market trends, offerings and yields to support sales and underwriting activities both verbally and through written communications
Post secondary municipal offerings for dissemination to sales staff, monitoring secondary inventory and updating municipal inventory spreadsheet
Prepare worksheets and sales flyers for new issue municipal sales
Prepare documentation required for new issue underwriting
Process trade tickets and reporting of trades to the MSRB Real-Time Transaction Reporting System
Prepare weekly municipal new issue calendar for distribution to the sales team and management
Maintain communication with investment personnel to ensure customer needs are being met
Author “Market Strategy” piece as needed for weekly Portfolio Managers Report (PMR)
Prepare and communicate all materials and analysis to assist in the annual increase in production of the desk

Job Qualifications/ Required Skills and Abilities:

Bachelor’s Degree in Finance or Business preferred or 3-5 years of experience in capital markets or fixed income industry, preferably trading.
Minimum of three years related Capital Market (trading, sales, analysis or operations) experience preferred.
Currently have or ability to secure professional licensing and/or certifications within 6 months of employment. (MSRB SIE and Series 52 or Series 7)
Requires a working knowledge of financial markets and products.
Previous bond and/or bond accounting experience is helpful, but not required.
Excellent verbal and written communication skills are necessary.
Strong keyboard skills and familiarity with the Bloomberg system, Excel and Word software required.
High level of organizational skills are expected
Superior verbal and written communications skills
Exhibit and maintain high degree of professionalism
Maintain high degree of confidentiality and integrity
Ability to communicate effectively and professionally at all levels of the organization
Excellent follow through and time management skills
Strong attention to details
Excellent organizational skills
Must exhibit good business acumen
Ability to multi-task and problems-solve
Proficient with PC, web and Microsoft Office applications
Must possess a can do customer-service attitude/philosophy

Qualifications

Education

Preferred

Bachelors or better in Finance or related field.

Experience

Preferred

3 years:

Minimum of three years related Capital Market (trading, sales, analysis or operations) experience preferred.Currently have or ability to secure professional licensing and/or certifications within 6 months of employment. (MSRB SIE and Series 52 or Series 7)

Licenses & Certifications

Preferred

Securities Industry Essen

SER52

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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