CastleOak Securities · 1 day ago
Analyst, DirectPool
New York, New York, United States
Full-time
Hybrid
New Grad, Entry Level
$75K/yr - $80K/yrCastleOak Securities, L.P. is a premier boutique investment bank focused on providing capital markets services. The Analyst will support the electronic trading and secondary fixed income credit trading business, collaborating with trading, sales, and operations teams to assist with analysis, execution, and settlement of transactions.
Financial Services
Responsibilities
Support the electronic trading and secondary credit trading business through data analysis, trade support, and workflow coordination
Collaborate with trading and operations teams to ensure accurate and timely execution and settlement of trades
Develop a strong understanding of client workflows to support electronic credit trading execution
Build, maintain, and enhance proprietary spreadsheets and database tools to manage and organize market intelligence and client data effectively
Demonstrate a strong willingness to learn the business from the ground up, including corporate and high yield bonds, trading operations, and applicable compliance regulations
Gain proficiency in both industry-standard and proprietary electronic trading and research platforms in order to contribute to analysis supporting business development efforts
Drive and support marketing initiatives to expand our client reach and strengthen our presence in the trading and sales landscape
Assist senior sales professionals with client outreach, relationship management, cross-selling efforts, and timely response to client inquiries
Contribute to sales and trading initiatives through targeted project work that enhances team efficiency and client engagement
Qualification
Required
Bachelor's degree with a strong academic track record
Demonstrated passion for capital markets and a strong desire to pursue a career in Fixed Income sales or trading
Self-motivated individual capable of working independently as well as within a collaborative team environment
Entrepreneurial mindset with strong problem-solving skills; tenacious, resourceful, and solutions-oriented
Advanced proficiency in Microsoft Excel, with solid skills in Word, PowerPoint, and database applications
Foundational understanding of credit and rates products, along with macroeconomic principles
Ability to perform effectively in a fast-paced, high-pressure trading floor environment
Excellent analytical, time management, organizational, and communication skills
High attention to detail and a strong desire to exceed performance goals
Candidates must be eligible to hold and be willing to promptly obtain FINRA SIE, Series 7, and Series 63 licenses within a 6-month period
Preferred
Experience in financial modeling
Working knowledge of Salesforce
Working knowledge of Python, SQL, C++, C#
Experience working with large sets of data and data extraction
Completion of analyst training programs or courses
Benefits
Hybrid workplace: work from home 2 days per week!
Health insurance: competitive medical, dental, and vision programs
Commuter benefits
401(k) with a company match
Charitable contribution match program for employees
Company-paid life insurance, short-term and long-term disability insurance
Paid time off: vacation, personal days, sick leave, etc.
Intentional culture celebrations and social outings
Company
CastleOak Securities
CastleOak Securities, L.P.
Founded in 2006
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Patrick Decatalogne
Executive Vice President Fixed Income, Partner
Company data provided by crunchbase