Job Title:
Fixed Income Associate
Job Code:
7056
Job Category:
Finance
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Mar 6 2023
Expires On:
Apr 2 2023
Responsibilities:
  • Review all fixed income portfolios on an ongoing basis
  • Communicate with portfolio managers and institutional clients to confirm portfolio objectives
  • Continuously monitor the firm's fixed income holdings
  • Execute trades in coordination with Director of Fixed Income
  • Work with brokers on trade settlement
  • Set up and master IMTC, the portfolio allocation software recently purchased by the firm
  • Learn the firm's investment philosophy and monitor relevant fixed income markets, eventually conducting research and presenting new investment ideas
Qualifications:
  • Bachelor's degree required
  • Interest in obtaining CFA® designation is required; some progress towards this objective is preferred
  • Proven financial services experience, with preference given to sell-side bond experience
  • Understanding of interest rate market and the bid process employed by bond brokers
  • Strong attention to detail
Required Years of Experience:
1
Additional Info:
For more information contact Lynn
lynn@fanning-boston.com
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