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Essential Duties and Responsibilities

+ Provides training and/or assistance in the Fixed Income business unit.

+ Creates information and ideas that are relevant to our clients and to clients/brokers.

+ Develops and implements processes and procedures to ensure efficient and timely workflow.

+ Develops balance sheet and investment strategies for Bank, Credit Union & Municipalities.

+ Determine the right technology platforms for use in quantitative analytics.

+ Uses analytical tools and methodologies to provide solutions for Clients.

+ Construct and implement appropriate fixed income investment strategies for each client while ensuring compliance with all applicable internal and external policies of regulations.

+ Assists with the retention of existing accounts through periodic meetings with clients.

+ Collaborates with sales force by assisting in the development of marketing materials and by participating in sales presentations as appropriate.

Knowledge, Skills, and Abilities

Knowledge of

+ Fixed Income analytics

+ Bank, Credit Union and Municipality regulations.

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

+ Financial markets and products.

+ Basic concepts, principles and practices used in the portfolio analysis used for selecting fixed income products.

+ Basic use of portfolio analytical tools

+ Broker/dealer operations.

Skill in

+ Interpreting and applying policies and procedures.

+ Preparing reports.

+ Helping to identify trends in the financial institution industry.

+ Follow-up to ensure resolution and completion of tasks.

+ Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to

+ Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with RJ employees and external clients.

+ Construct portfolios using the latest risk management and portfolio construction tools and methodologies.

+ Attend to detail while maintaining a big picture orientation.

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

+ Work independently, making routine decisions and resolving less complex problems.

+ Demonstrate uncompromising adherence to ethical principles.

+ Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.

+ Balance conflicting resource and priority demands.

+ Partner with other functional areas to accomplish objectives.

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

+ Establish and maintain effective working relationships at all levels of the organization.

+ Provide a high level of customer service.

Educational/Previous Experience Requirements

Education/Previous Experience

+ Bachelor’s Degree (B.A.) in business, economics, finance or related field and 0-2 years of related experience.

+ OR ~

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

Licenses/Certifications

+ Ability to obtain SIE required within one (1) year of hire. Provided that an exemption or grandfathering cannot be applied.

+ Ability to obtain the FINRA Series 7 and 63 License within one (1) year of hire.