"Alerted.org

Essential Duties and Responsibilities

+ Track trade flow to ensure timely execution

+ Work with traders and team members to identify specific securities consistent with investment objectives

+ Support portfolio managers in delivering top service to RIA clients

+ Conduct periodic portfolio reviews, including credit assessments to determine continued suitability of investment consistent with risk tolerance and portfolio objectives.

+ Learn all facets of the operation to increase productivity and contribution abilities

+ Performs other duties and responsibilities as assigned.

+ Support the senior members of the team in all areas of the business as needed.

Knowledge, Skills, and Abilities

Knowledge of

+ Company's working structure, policies, mission, and strategies.

+ Working concepts, practices, and procedures of Fixed Income.

+ Knowledge of bond market, trading practices, credit and bond trading systems.

+ Fundamentals of fixed income portfolio management & credit analysis

+ Financial markets and products.

+ United States Economic Reporting & Central Bank Policy

Skill in

+ Operating standard office equipment and using required software including email, graphics, presentation, spreadsheet, database and project management software including HTML and PDF document formatting. Various programing languages is a preferred.

+ Strong working knowledge of bond ATS platforms, preferably Bond Desk, MuniCenter, Bloomberg

+ Communicating technical concepts and ideas to non-technical audiences.

+ Organizing and maintaining records, files and materials.

Ability to

+ Communicate effectively both orally and in writing with individuals at all organizational levels.

+ Organize, manage and track multiple projects with frequently changing priorities in a fast-paced work environment.

+ Convey information clearly and effectively through both formal and informal documents.

+ Read, interpret, analyze and apply information from industry data.

+ Attention to detail while maintaining a big picture orientation.

+ Interpret and apply policies and identify and recommend changes as appropriate.

+ Work independently as well as collaboratively within a team environment.

+ Establish and maintain effective working relationships at all levels of the organization; including negotiating resources.

+ Project a positive, professional image both internal and with external business contacts.

+ Provide a high level of customer service.

Educational/Previous Experience Requirements

Education/Previous Experience

+ Bachelor's degree and a minimum of two (2) years of fixed income experience in a trading or credit research function; municipal market experience is highly preferred.

+ OR ~

+ Any equivalent combination of education, training and/or experience approved by Human Resources.

Licenses/Certifications

+ SIE required provided that an exemption or grandfathering cannot be applied.

+ FINRA Series 7 license, Series 52 license

+ A desire to pursue the CFA is encouraged

**Travel Required:** No