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Fixed Income Associate

Fanning Personnel
Boston, Massachusetts, US
Full-time

Job Responsibilities :

  • Review all fixed income portfolios on an ongoing basis
  • Communicate with portfolio managers and institutional clients to confirm portfolio objectives
  • Continuously monitor the firm's fixed income holdings
  • Execute trades in coordination with Director of Fixed Income
  • Work with brokers on trade settlement
  • Set up and master IMTC, the portfolio allocation software recently purchased by the firm
  • Learn the firm's investment philosophy and monitor relevant fixed income markets, eventually conducting research and presenting new investment ideas

Qualifications :

  • Bachelor's degree required
  • Interest in obtaining CFA® designation is required; some progress towards this objective is preferred
  • Proven financial services experience, with preference given to sell-side bond experience
  • Understanding of interest rate market and the bid process employed by bond brokers
  • Strong attention to detail

Required Years of Experience :

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6 days ago
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