**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.