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CastleOak Securities, L.P.

Institutional Fixed Income Sales Professional - Generalist & Credit Specialists

Sales & TradingConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • At least 3 years of direct experience in institutional fixed income sales.
  • An established, active set of institutional client references; only experienced candidates with active relationships will be considered.
  • Active FINRA Series 7 and 63 licenses are required.
  • A bachelor's degree is required.
  • Deep understanding of taxable fixed income markets, corporate credit or rates structures, the sales and trading life cycle, and institutional order management system/electronic trading system connectivity is required.
  • Strong written and verbal communication skills and a team-first approach to doing business are required.

Responsibilities

  • Demonstrate a proven track record of success in cultivating institutional asset management and/or public pension fund relationships.
  • Maintain an in-depth understanding of clients' workflows for direct execution across credit and rates markets, helping further the proprietary electronic trading franchise.
  • Build and preserve valuable, trusted relationships with institutional clients.
  • Take ownership of growing the client base through prospecting, relationship management, referrals, cross-selling, and attending industry events or conferences.
  • Respond effectively and rapidly to client inquiries about trading and pricing.
  • Institutionalize client relationships by coordinating seamlessly across internal fixed income sales, trading, and syndicate teams.
  • Interpret and communicate macro market forces impacting bond performance and portfolio benchmarks directly to portfolio managers and traders.
  • Provide detailed feedback to internal sales and product management teams to anticipate and meet clients' evolving needs.

About the Company

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