Institutional Fixed Income Sales Professional (Generalist & Credit Specialists)

CastleOak Securities, L.P.
Atlanta +8 more
Hybrid

Who this role is best for

A natural match if you have institutional fixed income sales experience and active client relationships.

Best fit for

  • Candidates with institutional client relationships and 3+ years in fixed income sales
    — “Must have an established, active set of institutional client references”
  • Individuals who thrive in a flat organizational structure with direct leadership access
    — “flat organizational structure that allows for direct interaction with our elite Wall Street executive leadership”
  • Professionals with expertise in Credit and Rates markets and OMS/EMS connectivity
    — “Deep understanding of taxable fixed income markets, corporate credit or rates structures, the sales and trading life cycle, and institutional OMS/EMS connectivity”

Things to consider

  • The role demands immediate client interaction and relationship management as a core focus
    — “Take full ownership of growing your client base through prospecting, relationship management, referrals, cross-selling, and attending industry events or conferences”
  • Candidates must be prepared to work across multiple office locations in the US
    — “Open to any of our existing office locations or where we already have boots on the ground”

How to stand out

  • Emphasize your ability to coordinate across internal teams and provide actionable client feedback
    — “Provide detailed feedback to our internal sales and product management teams”
  • Showcase your experience with both electronic trading platforms and traditional voice business
    — “execute billions in fixed income securities through our proprietary electronic platform and traditional voice business”
  • Highlight your understanding of macro market forces and their impact on bond portfolios
    — “Interpret and communicate macro market forces impacting bond performance and portfolio benchmarks”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Cultivated institutional asset management and public pension fund relationships
  • Grew client base through prospecting and referrals
Typical background
3+ years of direct experience in Institutional Fixed Income Sales

Skills & requirements

Required

Fixed Income SalesInstitutional Asset ManagementClient Relationship ManagementTrading And PricingMarket AnalysisSales StrategyCross-selling

Preferred

RatesCorporatesStructured Products

Stack & domain

Fixed Income SalesInstitutional Asset ManagementPublic Pension Fund RelationshipsClient Relationship ManagementTrading And PricingMarket AnalysisPortfolio ManagementSales And TradingClient CommunicationProduct ManagementSales StrategyClient ServiceMarket ResearchSales ExecutionLeadershipProblem-solvingCommunicationTeamworkTime ManagementOrganizationFinanceSalesInvestment

About the role

Original posting from CastleOak Securities, L.P. via Greenhouse

CastleOak Securities, L.P. (“CastleOak”) is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients.  Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements).  Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion.  CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations. 

We offer a competitive total rewards package including:

Health insurance: competitive medical, dental, and vision programs

Commuter benefits

401(k) with a company match 

Charitable contribution match program for employees

Hybrid Workplace

Company-paid life insurance, short-term and long-term disability insurance

Paid time off: vacation, personal days, sick leave, etc.

Institutional Fixed Income Sales Generalist or Credit Specialist (Investment Grade & High Yield)

Joining a veteran team operating in a dynamic sales and trading environment, the right candidate will thrive in our flat organizational structure that allows for direct interaction with our elite Wall Street executive leadership. The fixed income team executes billions in fixed income securities through our proprietary electronic platform and traditional voice business on a daily basis.

We are hiring multiple individuals across our regional offices and are specifically seeking sales professionals with experience in Rates, Corporates, and Structured Products who can leverage client relationships across our robust capital markets platform.

Essential Responsibilities

Demonstrate a proven track record of success in cultivating institutional asset management and/or public pension fund relationships.

Maintain an in-depth understanding of your client's workflow for direct execution across Credit and Rates markets, helping further our proprietary electronic trading franchise.

Build and preserve valuable, trusted relationships with institutional clients.

Take full ownership of growing your client base through prospecting, relationship management, referrals, cross-selling, and attending industry events or conferences.

Respond effectively and rapidly to client inquiries pertaining to trading and pricing.

Institutionalize your client relationships by coordinating seamlessly across our internal fixed income sales, trading, and syndicate teams.

Interpret and communicate macro market forces impacting bond performance and portfolio benchmarks directly to portfolio managers and traders.

Provide detailed feedback to our internal sales and product management teams to continuously anticipate and meet your client's evolving needs.

Operate as a self-motivated professional who excels both independently and within a collaborative team structure.

Bring a strong willingness to solve problems, exceptional time management, sharp organization skills, and a baseline desire to outperform goals.

Report directly to the Head of Fixed Income Sales.

Required Qualifications

Experience: 3+ years of direct experience in Institutional Fixed Income Sales.

Book of Business: Must have an established, active set of institutional client references (only experienced candidates with active relationships will be considered).

Licensing: Active FINRA Series 7 and 63 licenses are required.

Education: Bachelor’s degree.

Technical Knowledge: Deep understanding of taxable fixed income markets, corporate credit or rates structures, the sales and trading life cycle, and institutional OMS/EMS connectivity.

Core Competencies: Excellent written/verbal communication skills paired with a "roll up your sleeves," team-first approach to doing business.

Location: Open to any of our existing office locations or where we already have boots on the ground: New York, NY | Atlanta, GA | Chicago, IL | Los Angeles, CA | San Francisco, CA | Portland, OR | Miami, FL | Boston, MA | Cleveland, OH

Compensation: Draw ($100K) + Commissions 

NYC Pay Range$100,000—$100,000 USD 

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law.

Please do not solicit employees of the firm directly regarding open positions.

Source: CastleOak Securities, L.P. careers (Greenhouse)

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