Fixed Income Trade Support Specialist

Stifel Financial Corp.; St. Louis (MO); On-site; USD 60,000 - 75,000; Full time

Job summary

Stifel Financial Corp. in St.

Louis seeks a Trade Support Operations Associate to reconcile and balance fixed income transactions using Excel, collaborate with teams, branches, and trading desks, and provide top-tier service under supervision. You will perform daily reconciliation of municipal and corporate bonds, treasuries, and other fixed-income items, identify trade breaks, and help with cancels, rebills, and corrections.

Qualifications

• Provide phone support with high level of service.
• Answer industry questions and gatekeep Stifel information.
• Identify problems and escalate to leadership.
• Provide timely progress updates to leadership.
• Work collaboratively within a team and with other areas.
• Maintain professional, empathetic communication.
• Daily reconciliation of fixed income trades.
• Identify trade exceptions and resolve with desks.
• Learn cancels, rebills and trade corrections.
• Bill trades as needed.
• Submit accurate open trade item comparisons.

Responsibilities

• Reconcile and balance fixed income transactions daily.
• Collaborate with team, branches, and trading desks to provide high service.
• Identify trade exceptions and resolve breaks before settlement.
• Bill trades manually as instructed by money managers.
• Submit comparisons on open trade items with correct terms.

Skills

Organizational skills

Communication skills

Learning new applications

Financial services knowledge

Testing applications

Education

Bachelor's Degree

High School Diploma

Tools

Microsoft Office

Word

Excel

Thomson One

Salesforce

Job description

Stifel Financial Corp. in St.

Louis seeks a Trade Support Operations Associate to reconcile and balance fixed income transactions using Excel, collaborate with teams, branches, and trading desks, and provide top-tier service under supervision. You will perform daily reconciliation of municipal and corporate bonds, treasuries, and other fixed-income items, identify trade breaks, and help with cancels, rebills, and corrections.