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Crude Oil & Futures Trading | Trading Strategies & Guidance

Tag: Fixed

  • Regional Fixed Income Specialist – Fort Worth TX

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    TD Ameritrade Holding Corporation, through its brokerage subsidiaries, provides a dynamic balance of investment products and services that make it the investment firm of choice for millions of retail investor and independent registered investment advisor (RIA) clients. Listed by Forbes as one of America’s best big companies, the Company offers a full spectrum of investment services, including a leading active trader program, intuitive long-term investment solutions and a national branch system, as well as relationships with one of the largest independent RIA networks.

    TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace.

    TD Ameritrade is a leading organization that has provided brokerage and investment services for over 30 years. Listed in Forbes as one of America’s best big companies1, the Company offers a full spectrum of investment services, including a leading active trader program, intuitive long-term investment solutions and a national branch system. Through our brokerage subsidiaries, we provide innovative, powerful online trading tools and services to individual investors.

    Our associates are at the heart of what we do. We believe in teamwork, putting clients first, building strong relationships, achieving quality results and working with integrity.

    Role:

    The Fixed Income Sales & Services Teams (FIS&S) are a part of the Investor Solutions Group in Retail Distribution. The teams are comprised of highly skilled fixed income professionals who work in conjunction with TD Ameritrade’s retail distribution channels including Branches, National Branch and Investor Services to service and deepen relationships with high assets clients and prospects with fixed income needs.

    The Regional Bond Specialist will be responsible for a developing a territory to grow fixed income clients by partnering with local Branch Managers & Investment Consultants (ICs). The Specialists will convert client referrals, co-manage fixed income HAC (High Asset Client) relationships with ICs, and make proactive outbound client development calls. The Specialist will primarily be educating clients on fixed income strategies and solutions for their portfolio, positioning new products and solutions and providing excellent execution and services to deepen client relationships.

    These activities will require a strong knowledge of the securities industry, complex fixed income products and solutions, portfolio management theory, portfolio analysis and construction and recommendations on appropriate fixed income products as part of a client’s overall portfolio allocation. The Specialist will be a highly motivated self-starter with superior fixed income knowledge and expertise and a proven track record of exceeding sales targets and goals.

    Responsibilities:

  • Ability to develop value-added client relationships within a territory by working closely with branches
  • Build trust and strong relationships with Branch Managers & IC’s to retain existing fixed income clients and acquire new high net worth clients with fixed income needs
  • Educate Managers, ICs and clients on fixed income products and strategies
  • Conduct one-one-one meetings, conference calls and training sessions with Branch ICs and clients
  • Respond to Branch IC calls and emails regarding fixed income requests or questions
  • Strong sense of accountability and ability to excel in an individual production environment
  • Track record of consistently exceeding sales targets and goals
  • Strengthen client relationships and expand existing clients’ share of wallet through proactive outbound calls
  • Discuss potential risks and benefits in using particular products or strategies
  • Analyze current client or potential client portfolios and make appropriate recommendations
  • Profile and accurately record client data and information that can be used to further develop clients
  • Provide high quality service and value to clients to attract and retain assets and accounts
  • Work with clients to design and implement fixed income strategies
  • Research developments in the bond market and associated financial markets to provide our ICs and clients with educated and accurate explanations and advice
  • Assist clients with year end tax swaps
  • Execute all fixed income trades in an accurate and timely manner
  • Adhere to all regulatory and company rules and regulations

 
Requirements:

  • Series 7, 63 and 65, or 66 required
  • Advanced degree, CFA designation desired
  • 5 years experience in fixed income sales/trading preferred
  • Solid understanding of fixed income markets and trends
  • Must have extensive knowledge of the securities industry, portfolio management theory, economic and business cycles, and all types of fixed income products and strategies
  • Ability to understand and communicate complicated fixed income investment concepts in a clear and concise manner
  • Demonstrated success in sales and achievement in the financial industry
  • Successful experience in growing a territory
  • Proven ability to develop strong relationships with prospects and clients
  • Understanding of current regulatory requirements related to fixed income
  • Proactive team player able to work in a fast-paced environment with minimal distraction
  • Exceptional interpersonal and communication skills
  • Strong analytical skills and initiative, with a degree of organizational and presentation skills
  • Ability to multi-task and prioritize job functions.
  • Proficient with Bloomberg
  • Strong computer skills
  • Some travel required

    TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace.

    1Forbes award information available at www.forbes.com/platinum. TD Ameritrade, Inc., member FINRA/SIPC is a subsidiary of TD AmeritradeHolding Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and The Toronto-Dominion Bank. Used with permission. 

    • Apply for Job Here 


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  • Fixed Income Performance Analyst, Highly Competitive – London, UK

    A leading Fixed income Hedge fund with a prime Mayfair location is currently looking to add an experienced product/performance specialist to their global credit team in London. The role provides an excellent opportunity for an individual with a strong interest in Fixed income Markets to work directly with the COO and Chief economist therefore offering future prospects of moving into a client …

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  • Emerging Markets- Fixed Income Sales, Highly Competitive – London, UK

    My client is a leading European bank based in looking to expand its focus on emerging market products from Latam, Asia, CEEMEA and local markets on European Institutions. Responsibilities Include:
    *LATAM, CEEMEA and Asian Credit Sales Coverage to UK and European based tier one clients including Hedge Funds, Real Money Managers and SWFs
    *Emerging Market credit Sales to dedicated …

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  • Senior Portfolio Manager – Fixed income, Highly Competitive – Zürich, Switzerland

    A Global Asset management firm have an active mandate for a senior fixed income portfolio manager based in Zurich. You will be working within a team and reporting directly to the portfolio manager.

    The team actively manage over $15 Billion and are looking for a senior figure to manage the European and Swiss bond portfolio’s.

    Experience in covering Swiss bonds is therefore essential. …

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    My client is a leading Bank based in Hong Kong looking to expand its cash sales with a focus on institutions based in Asia. This is a unique opportunity to join an aggressive firm with a market leading position in credit sales, especially high yield, and investment grade cash sales.
    My client is looking to take on a mid-senior level corporate bonds salesperson selling to private banks, …

    View full post on exec-appointments.com: Trading Jobs

  • Trader II Fixed Income- Boston, Massachusetts – Bank Of America – Boston, MA

    We are seeking an experienced Trader to join our Taxable Fixed Income trading desk. The primary trading responsibilities will be credit trading, with back-up…
    From Bank of America – 08 Jul 2011 03:43:08 GMT
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  • Senior Fixed income Portfolio Analyst, Highly Competitive – London, UK

    One of the most elite and successful buy side firms are currently offering a rare opportunity to join their firm in London. The main focus of the position will involve the analysis of Fixed Income and Convertible Bond products and providing fund performance, contribution, attribution and risk information to meet internal and external business requirements. * You will be the senior …

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  • Fixed Income Business Analyst, circa £80,000 per annum plus bonus and benefits – London, UK

    Fixed Income Business Analyst – (Fixed Income, Derivatives, SQL, UAT, SDLC) – London Salary – circa £80,000 per annum plus bonus and benefits
    Fixed Income Business Analyst – (Fixed Income, Derivatives, SQL, UAT, SDLC) – London

    A leading global asset management firm with significant reach and reputation is seeking to hire an exceptional Business Analyst to join …

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  • Sales – Fixed Income, Highly Competitive – New York, United States

    My client is a leading Bank based in New York looking to expand its cash sales with a focus on institutions based in the US. This is a unique opportunity to join an aggressive firm with a market leading position in credit sales, especially high yield, and investment grade cash sales.
    My client is looking to take on a mid-senior level corporate bonds salesperson selling to private banks, …

    View full post on exec-appointments.com: Trading Jobs

  • Sales –Fixed Income – Hong Kong, Highly Competitive – Hong Kong, China

    My client is a leading Bank based in Hong Kong looking to expand its cash sales with a focus on institutions based in Asia. This is a unique opportunity to join an aggressive firm with a market leading position in credit sales, especially high yield, and investment grade cash sales.

    My client is looking to take on a mid-senior level corporate bonds salesperson selling to private banks, …

    View full post on exec-appointments.com: Trading Jobs