Fixed Income Trader
Company | Baird |
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Location | Louisville, KY, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s, Master’s, MBA |
Experience Level | Mid Level |
Requirements
- Four (4) year degree in Business, Economics, Accounting, or Finance
- Masters of Finance or MBA preferred
- Pursuing or achieved: CFA / CFP / CPA preferred
- 2-3 years of financial services experience
- Knowledge of fixed income markets, including US Treasury, municipal, corporate and government agency bonds preferred
- FINRA (Financial Industry Regulatory Authority) Series 7 Required – or ability to obtain
- FINRA (Financial Industry Regulatory Authority) Series 63, 65, or 66 required – or ability to obtain
Responsibilities
- Manage daily trading within Trust Company portfolios
- Perform bond trading, portfolio construction, research, and data analysis
- Develop and improve Baird Trust relationships with trading counterparties/broker-dealers
- Support Portfolio Managers, Trust Administration, and Advisors in managing client relationships and portfolios
- Conduct credit analysis for various fixed income issuers and assist with ‘Buy Lists’
- Consistently maintain proper internal controls and ensure compliance with company policies and procedures, all applicable SEC, IRS, Federal and State laws and regulations
- Maintain a complete knowledge of and comply with all company and departmental policies, procedures, and service standards
Preferred Qualifications
- Fast paced environment that will enable you to grow as a professional
- Team of associates passionate about achieving great results for clients and give back to the communities where we live and work
- Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership