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Fixed Income Strategist

Raymond James Financial, Inc.

St. Petersburg, FLJobNo compensation foundPosted 1mo agoSeen in employer's feed 4 days ago
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At a glance

Compensation
No compensation found
Location
St. Petersburg, FL
Work Authorization
Not specified

Requirements

Credentials this posting asks for.

FINRA Series 7FINRA Series 52FINRA Series 66Bachelor's degree

Job overview

Raymond James Financial, Inc. is hiring a Fixed Income Strategist. The Fixed Income Strategist collaborates with financial advisors to develop and implement fixed income strategies for clients. This role involves constructing custom bond portfolios, providing market commentary, and educating advisors on fixed income benefits. The strategist will also build relationships with advisors and contribute to strategy resources.

Key focus areas include Collaborate with financial advisors to develop fixed income strategies, Construct custom built portfolios of individual bonds, and Serve as a fixed income market expert and resource.

Successful candidates bring Bachelor's Degree In Related Discipline, 2+ Years Financial Services Experience, and FINRA Series 7, 52, 66. Important skills include Fixed Income Strategies, Custom Built Portfolios, Municipal Bonds, Corporate Bonds, Treasuries, and Fixed Income Market Expert.

Skills & qualifications

RequiredNice to have

Skills

Fixed Income StrategiesCustom Built PortfoliosMunicipal BondsCorporate BondsTreasuriesFixed Income Market ExpertMarket CommentaryMarket AnalysisRelationship BuildingDeveloping Strategy ResourcesWritten PresentationsVirtual PresentationsIn-Person PresentationsWealth Management Industry KnowledgeBrokerage Industry KnowledgeAdvanced Rate Markets KnowledgeAdvanced Spread Products KnowledgeFixed Income Portfolio ManagementAdvanced Fixed Income Capital Markets ConceptsProblem-SolvingEffective QuestioningListeningMultiple Client Projects ManagementBloombergArticulating Complex Technical IssuesPreparing PresentationsDelivering PresentationsCommunicationConvey Complex TopicsConvey Investment IdeasInterpersonal SkillsIdentifying Fixed Income ProductsPositioning Fixed Income ProductsCustomer ServiceCollaborative EnvironmentFunction on Retail Trading DeskWork IndependentlyWork Collaboratively

Qualifications

Bachelor's Degree or Equivalent in Related Discipline2+ Years Financial Services Industry ExperienceFINRA Series 7FINRA Series 52FINRA Series 66Ability to Obtain Necessary License

Full job description

Essential Duties and Responsibilities

  • Collaborate with financial advisors to develop fixed income strategies for their clients and prospects

  • Construct custom built portfolios of individual bonds across a range of product types (municipal bonds, corporate bonds, Treasuries, etc.)

  • Serve as a fixed income market expert and resource, providing timely market commentary and analysis to financial advisors.

  • Build and maintain relationships with financial advisors to assist in maintaining and growing their client-base

  • Educate financial advisors on the benefits of fixed income

  • Participate in developing strategy resources, both in written form and in the form of virtual and in-person presentations

  • Build a relationship with all trading operations in supporting the creation and implementation of portfolios

Knowledge of

  • Wealth management/ brokerage industry.

  • Advanced knowledge of the rate markets, spread products (especially Municipal and Corporate Bonds) and fixed income portfolio management

  • Advanced concepts and regulations related to fixed income capital markets

Skills in

  • Excellent problem-solving skills to identify the needs of clients through effective questioning and listening.

  • Ability to manage multiple client projects simultaneously, work closely with traders to execute trades in a timely and organized manner

  • The use of Bloomberg and fixed income portfolio management tools

  • Articulating complex technical issues to a non-technical audience.

  • Preparing and delivering clear, effective, and professional presentations.

  • Excellent written communication skills with an ability to convey complex topics and investment ideas in a clear and understandable manner to a wide range of audiences.

  • Strong communication and interpersonal skills to build relationships with financial advisors and their clients.

Ability to

  • Identify and position the fixed income products to include in client portfolios

  • Provide a high level of customer service and commitment to a supportive and collaborative environment.

  • Function on a retail trading desk, with distractions and interruptions, while still performing necessary duties.

  • Work independently as well as collaboratively within a team environment

Education/Previous Experience

  • Bachelor’s Degree or equivalent in a related discipline and at least two (2) of financial services industry experience, preferably in a fixed income related role.

  • OR ~

  • Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

  • FINRA Series 7, 52, and 66 or the ability to obtain within one year of hire.

  • Other applicable licenses or certifications are beneficial. The ability to obtain a necessary license if needed as required by management.

Travel Required: Yes, 5 % of the Time

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