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Job summary
A leading financial services company seeks a professional to produce trade ideas and develop educational materials for fixed income securities. You will facilitate account reviews and educate financial advisors (FAs) on products through presentations. The role requires collaboration with trading desks to deliver insights and a cohesive message on opportunities. This position involves both in-person and virtual interactions, aiming to enhance client portfolios and recruit new clients.
Responsibilities
Produce taxable and tax-exempt trade ideas based on current market conditions.
Develop educational materials for fixed income securities.
Facilitate account reviews to help generate ideas.
Educate FAs on fixed income products through presentations.
Communicate opportunities for recruiting fixed income clients.
Review assets to provide a holistic view of portfolios.
Work with trading desks for market insight and trade ideas.
Deliver cohesive messages on fixed income opportunities to FAs.
Provide back-up and share knowledge with team members.
Job description
A leading financial services company seeks a professional to produce trade ideas and develop educational materials for fixed income securities. You will facilitate account reviews and educate financial advisors (FAs) on products through presentations. The role requires collaboration with trading desks to deliver insights and a cohesive message on opportunities. This position involves both in-person and virtual interactions, aiming to enhance client portfolios and recruit new clients.