Retail Fixed Income Trader
Company | Wells Fargo |
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Location | St. Louis, MO, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Mid Level, Senior |
Requirements
- 2+ years of Retail Fixed Income Trading experience, or equivalent demonstrated through one or a combination of the following work experience, training, military experience, education
Responsibilities
- Interact with Advisors on fixed income product discovery, portfolio implementation, pending trade negotiations/status, and fixed income platform assistance
- Perform fixed income order reviews and execute Treasury auctions, Market Linked Investments and orders against external offerings
- Review and research trading situations, and exercise independent judgment to guide medium risk deliverables
- Assist more experienced traders with complex trade situations
- Receive direction from leaders while developing knowledge to understand function, policies, procedures, and compliance requirements
- Participate in less complex initiatives and identify opportunity for process improvements
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Preferred Qualifications
- FINRA registration including Series 7 (or FINRA recognized equivalents)
- FINRA registration including Series 63 (or FINRA recognized equivalents)
- FINRA registration including Series 52 (or FINRA recognized equivalents)
- Knowledge and understanding of debt instruments, market knowledge and bonds through coursework or investment clubs
- Knowledge and understanding of fixed income investment systems such as: Bloomberg
- Knowledge and understanding of bond securities and bond security structures
- Knowledge and understanding of finance, investment accounting, fixed income securities, bond math, and fixed income portfolio risk measures
- Proficient with Microsoft Office products (Word, Excel, Outlook, and PowerPoint)
- Demonstrated professional written and verbal communication skills
- Demonstrated relationship building and collaboration skills
- Analytical capabilities, attention to detail and organizational skills
- Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
- A BS/BA degree (or equivalent experience)