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Fixed Income Analyst I-ALM

Fixed Income Analyst I-ALM

CompanyStifel
LocationMemphis, TN, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelEntry Level/New Grad, Junior

Requirements

  • Solid math and analytical skills.
  • Strong attention to detail.
  • Strong organizational skills with the ability to manage multiple tasks, priorities, and deadlines.
  • Strong computer skills.
  • Excellent verbal and written communication skills.
  • Ability to quickly learn new software programs.
  • Strong work ethic.
  • Must be able to understand and interpret financial data.
  • Must also be able to communicate their findings to their clients clearly and concisely.
  • Be able to think critically and make sound investment decisions.
  • Minimum Required: Bachelor’s degree in Finance, Accounting, Economics or Business.
  • Minimum Required: 0-2 years related experience required
  • Minimum Required: SIE, FINRA Series 7 and Series 63 or must be obtained within 6 months.
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

Responsibilities

  • Assist senior team members in analyzing financial statements, interest rates, liquidity, and credit risk.
  • Process monthly and quarterly analyses of clients’ investment portfolios/balance sheets and various risk measurements using Excel-based and other complex financial models.
  • Interact daily with senior team members and sales representatives.
  • Interact with clients to obtain data necessary to prepare analyses.
  • Manage special project demands of senior team members.

Preferred Qualifications

    No preferred qualifications provided.