**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