Fixed Income Balance Sheet Strategist

StoneX Group Inc.; New York (NY); On-site; USD 100,000 - 135,000; Full time

Benefits offered by this job

Medical benefits

Incentive compensation plan

Performance-based pay

Job summary

StoneX Group Inc. is seeking a Balance Sheet Strategist in New York to analyze bank, credit union, insurance company, and institutional investor balance sheets for investment opportunities and liability management.

This role supports the Fixed Income FIG team and collaborates with senior sales professionals, traders, and clients. The position focuses on liquidity optimization, capital efficiency, and interest-rate risk management, with responsibilities including portfolio recommendations, market

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field.
• Advanced degree (MBA, MS Finance, CFA) preferred but not required.
• Strong understanding of fixed income markets and balance sheet dynamics.

Responsibilities

• Analyze bank, credit union, insurance company, and institutional investor balance sheets.
• Identify fixed income investment opportunities across agency MBS, CMBS, ABS, and more.
• Develop client-specific portfolio recommendations based on risk and objectives.
• Prepare market commentary and client presentations on rates, yield curves, and strategy.

Skills

Analytical skills

Fixed income knowledge

Client communication

Time management

Education

Bachelor's degree in Finance

MBA or CFA preferred

Tools

Bloomberg

S&P Global Market Intelligence

FactSet

Microsoft Excel

Job description

StoneX Group Inc. is seeking a Balance Sheet Strategist in New York to analyze bank, credit union, insurance company, and institutional investor balance sheets for investment opportunities and liability management.

This role supports the Fixed Income FIG team and collaborates with senior sales professionals, traders, and clients. The position focuses on liquidity optimization, capital efficiency, and interest-rate risk management, with responsibilities including portfolio recommendations, market