Fixed Income Sales Job Description
Fixed income sales
provides best practice recommendations for business, operational, and GAAP financial reporting issues related to fixed income securities.
Fixed Income Sales Duties & Responsibilities
To write an effective fixed income sales job description, begin by listing detailed duties, responsibilities and expectations. We have included fixed income sales job description templates that you can modify and use.
Sample responsibilities for this position include:
Establish, maintain and grow franchise relationships with clients in the region with a priority focus on Dollar block products, with a further focus on USD products
Primary and secondary coverage with the purpose of building market share and achieving revenue targets
Actively engage with clients to keep informed of the market and competitor activities
Develop new products and clients as appropriate
Work with external data sources to identify client opportunities
Lead internal client reviews
Ensure data produced in reports is accurate
Review and report daily material client revenues, from Sales and/or Trading
Control/maintenance of the Registered Representatives (RR) Sales person split table for Global FID
Daily interaction with the Trading, Sales, Operations and IT
Fixed Income Sales Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Fixed Income Sales
List any licenses or certifications required by the position: FINRA
Education for Fixed Income Sales
Typically a job would require a certain level of education.
Employers hiring for the fixed income sales job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, MBA, Business, Economics, Business/Marketing, Education, Engineering, Accounting, Graduate, Trades
Skills for Fixed Income Sales
Desired skills for fixed income sales include:
Industry
Market
Products
All fixed income products and strategies
Economic and business cycles
Portfolio management theory
Securities industry
Fixed income products and strategies
Bloomberg
At least 1 fixed income asset class
Desired experience for fixed income sales includes:
Strong presentation skills essential, Client meetings/Conference exposure
2 to 4 years experience as a sales assistant on a desk
Extremely high level of attention to detail and personal responsibility
Knowledge of ECNs
Able to handle multiple priorities and a trading floor environment
Knowledge of Treasuries, Agencies, Swaps, and Repo preferred
Fixed Income Sales Examples
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Fixed Income Sales Job Description
Job Description Example
Our innovative and growing company is looking for a fixed income sales. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for fixed income sales
- Participation in Finance initiatives, which includes incorporating client revenues side-by-side with trading revenues
- Develop existing and new client relationships with a focus on Western Canada
- Sell new issues, facilitate secondary transactions, and connect clients to the full offering of our research platform capabilities
- Communicate effectively with both traders and clients, provide support to the overall team, and put forth new trade ideas
- Actively collaborate with partners in other areas of the firm – Toronto, Montreal, and Vancouver – to identify and pursue business opportunities by providing solutions to clients
- Review and comply with Firm Policies
- Prospect and qualify new Partner opportunities throughout the Americas
- Work closely with the Direct Sales team to meet with end users about the Partners' role in their decision making
- Support the Sales Director with the renewal process and sales administration (contracts and CRM)
- Achieve your non-sales KPIs (which will be set by the Head of Strategic Partnerships)
Qualifications for fixed income sales
- Demonstrated business development/client service skills in an institutional setting, , complex, sophisticated clients
- S11 or S7, S63 held or willing to obtain
- Proven experience of working with Fixed Income and Derivatives
- Knowledge of Russia and Eastern European regions a benefit
- Fluency in Russian is required
- Minimum four years of experience in fixed income, ideally from sell-side sales or trading environment
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Fixed Income Sales Job Description
Job Description Example
Our company is looking for a fixed income sales. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for fixed income sales
- Working with back office personnel to ensure executed trades are settled in a timely manner
- Maintaining and opening new client accounts
- Assisting senior salespeople with administrative tasks serving as backup when needed
- Meet revenue targets as set by management
- Increase revenue per client through sales of additional pricing, reference data and derivatives data services
- Protect existing client relationships and revenue (retention)
- Developa broad and productive relationships across account base
- Engage internal resources to resolve problems, escalating client issues appropriately
- Solicitclient feedback for product enhancement and work with internal staff to develop solutions to clients problems
- Negotiate contracts and providing sales proposals
Qualifications for fixed income sales
- Proven experience in a high-level, complex sales environment
- Manage members of the client onboarding group and monitor workflows
- Lead key initiatives with Heads of Sales & Trading, Credit, CPM, ISD, AML, Legal and Compliance
- Lead controls of current regulation including EMIR, Dodd-Frank, MiFID
- Initiate and coordinate new efficiencies and controls where required
- Enhance global coordination and cohesiveness across client, sales and onboarding groups globally
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Fixed Income Sales Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of fixed income sales. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for fixed income sales
- Ensure that the regulatory framework in place is effective and properly applied to all relevant trading/sales activity
- Extensive interaction with Clients, Front Office, Compliance, Business Management, Legal, Credit & Reference Data various Operations and Technology teams to resolve issues in timely manner
- Metrics reporting for upper management and control teams within the Middle Office/Operations
- Produce ad-hoc scenario based reporting, as requested by Management and Sales
- Cover major institutional investors for US Latam semi-sovereign and corporate bonds other hard currency Emerging Markets bonds
- Provide thorough sales coverage for EM bond investors
- Work trader axes
- Generate trade ideas, relevant to clients and the firm's traders, throughout the day
- Obtain investor color, book meetings and solicit event attendance upon request
- Provide limited macro coverage of Latin America certain other emerging markets
Qualifications for fixed income sales
- Communicate with clients to procure necessary information and documents and pass to internal teams
- Coordinate with Sales to prioritize account requests and communicate amongst internal groups
- Act as the Sales escalation point for internal groups
- Sign off on KYC and other regulations of client accounts (as needed)
- Set up and attend client visits with Sales and ISD teams onboarding client visits
- Monitor the progress of all FID FX & Swap account openings and document (ISDA/CSA) negotiations for EMEA Sales teams and keep them and the clients updated on progress
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Fixed Income Sales Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of fixed income sales. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for fixed income sales
- Supporting institutional trading and sales throughout the trading day
- Relieve the sales staff of all operational duties
- Assist with administrative support of client accounts
- Process and follow up on client requests, including file maintenance
- Backup and relay on all incoming phone calls
- Process trade tickets as needed
- Organize information for trading desk utilizing Microsoft Excel and/or other programs in a timely manner to disseminate to group(s)
- Support front –office trading and sales desk for futures, emerging markets and repo
- Perform allocations in front office system for cash and repo trades
- Initiate the creation of new non-legal entity accounts
Qualifications for fixed income sales
- Proactive involvement in the ISDA/CSA negotiation process
- Build relationships with key decision makers at the client and manage the on-boarding relationship proactively
- Work with Sales and clients to ensure maximum account coverage
- Advise clients and internal stakeholders on emerging issues, troubleshoot problems and collaborate on solutions
- Responsible for reviewing all aged accounts requests and taking necessary steps to either close down request or proceed with account opening
- Provide regular reporting and verbal updates to Head of EMEA FX, Credit & Interest Rates Sales
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Fixed Income Sales Job Description
Job Description Example
Our company is searching for experienced candidates for the position of fixed income sales. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for fixed income sales
- Ensure specialists adherence with all industry compliance and regulatory requirements, along with all company policies and procedures
- Communicate with counterparties/brokers and the front office to resolve settlement issues and fails
- Monitor the various error monitors and task stations to ensure all trades feed properly through the systems
- Perform front office to back office systems reconciliations and resolve any discrepancies
- Interaction with other Middle Offices and Back Office settlements for problem resolution
- Participate in US Treasury Auctions and Buy/Backs
- Assure proper controls within the Group are maintained & completed accurately
- Review and analyze fixed income portfolios, making appropriate recommendations
- Provide guidance on TRACE and MSRB reporting issues
- Advise Business and Control Partners on day-to-day trading and policy/control inquiries
Qualifications for fixed income sales
- Maintain full management responsibilities, including fulfilling employment needs and providing training and career development to personnel within the Client On-boarding & Maintenance Group
- Understanding of the firm's structure and ability to identify opportunities to utilize firm resources to meet the client’s needs
- Evidence of previous experience of people and performance management skills
- University degree or equivalent with a business focus and relevant/proven experience
- 3+ years of work experience with credit derivative valuation models
- 3+ years of work experience with Interest Rates derivative valuation models