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Municipal Trading Specialist/Product Specialist

New York, New York

Job Description:

Municipal Trading Specialist

The ISG Fixed Income Trading team provides individual bond solutions to HNW clients, family offices as well as asset managers within the Investment Advisory Platform (IAP). The team helps advisors and their clients with all aspects of their fixed income including portfolio including the sourcing of inventory and providing secondary liquidity, this would include certain municipal strategies as part of Managed Account Advisory (MAA). These responsibilities, require professionals to develop and deepen relationships with Financial Advisors as well as the many broker dealers and fixed income market makers who we rely on for daily inventory and liquidity. The execution of municipal bonds is the core job responsibilities and requires a rigid set of controls and routines to ensure all activity is regulatory compliant at all times.

Key Responsibilities:

  • Execution of municipal bond orders on behalf of wealth management IAP clients on an agency basis.
  • Proactively develop relationships with advisors.
  • Review and communicate fixed income research and strategies to advisors and clients globally.
  • Identify research driven trading ideas and market opportunities to drive business.
  • Liaise with back office and technology to address any post-trade / platform issues.

Required:

  • Min 3 years of relatable experience
  • Municipal market knowledge
  • Multi-tasking and ability to work under pressure
  • Strong marketing and presentation skills
  • Experience with Bloomberg, MS Office
  • Active FINRA Series 7 and 66 registered or licenses received within 120 days
  • Active FINRA Series 66 or equivalent Series 65 & 63

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Municipal Trading Specialist

The ISG Fixed Income Trading team provides individual bond solutions to HNW clients, family offices as well as asset managers within the Investment Advisory Platform (IAP). The team helps advisors and their clients with all aspects of their fixed income including portfolio including the sourcing of inventory and providing secondary liquidity, this would include certain municipal strategies as part of Managed Account Advisory (MAA). These responsibilities, require professionals to develop and deepen relationships with Financial Advisors as well as the many broker dealers and fixed income market makers who we rely on for daily inventory and liquidity. The execution of municipal bonds is the core job responsibilities and requires a rigid set of controls and routines to ensure all activity is regulatory compliant at all times.

Key Responsibilities:

  • Execution of municipal bond orders on behalf of wealth management IAP clients on an agency basis.
  • Proactively develop relationships with advisors.
  • Review and communicate fixed income research and strategies to advisors and clients globally.
  • Identify research driven trading ideas and market opportunities to drive business.
  • Liaise with back office and technology to address any post-trade / platform issues.

Required:

  • Min 3 years of relatable experience
  • Municipal market knowledge
  • Multi-tasking and ability to work under pressure
  • Strong marketing and presentation skills
  • Experience with Bloomberg, MS Office
  • Active FINRA Series 7 and 66 registered or licenses received within 120 days
  • Active FINRA Series 66 or equivalent Series 65 & 63

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21072974

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

A. Hope Mainzer

Referral Bonus:

0

Street Address

Primary Location:
ONE BRYANT PARK, NY, New York, 10036