About this role
Role Overview
- Supports existing institutional clients by responding to inbound account-level inquiries
- Creates, analyzes, and reviews prospective client portfolios
- Maintains and supports relationships internally with Portfolio Managers, Research, and Trading teams
- Prepares and assembles client presentation decks
- Participates in both client and prospective client calls and presentations
- Coordinates and completes month-end and quarter-end deliverables
Requirements
- Minimum 2+ years of fixed income experience
- FINRA series 7 and series 63 or the ability to obtain within 180 days from start date
- 3+ years of municipal fixed income experience preferred
- Genuine interest in and enthusiasm for the quantitative aspects of financial markets
- Demonstrated ability to manage multiple priorities simultaneously
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
- Professional development opportunities