Pathstone · 18 hours ago
Fixed Income Trader
Concentric Innovation is an investment management firm specializing in customized direct indexing and integrated portfolio solutions. They are seeking a Full-Time Fixed Income Trader to focus on day-to-day fixed income trading and portfolio management within the investment-grade bond markets.
AdviceComplianceConsultingFinancial ServicesInsuranceLegalRisk Management
Responsibilities
Fixed income trading (i.e., building broker relationships and evaluating relative value in fixed income)
Managing fixed income portfolios consistent with investment policies and team-level overlay strategic positioning
Back-up equity trading and operational support
Actively participating in team meetings to discuss investment strategy and market commentary
Best execution review and analysis
Portfolio reporting
Qualification
Required
Bachelor's degree
2-4 years of relevant work experience
Ability to communicate clearly and effectively with team members, Advisors, and counterparties
Attention to detail, excellent organizational skills, and a strong work ethic
Preferred
Business degree
Experience working on a trading desk
Familiarity with industry-standard platforms, specifically Bloomberg
Knowledge of equity and fixed income markets, key instruments, investment strategies, and risk measures
Equity order management and/or fixed income portfolio management software proficiency
INDATA and/or Advent knowledge
Benefits
Comprehensive medical, vision, and dental coverage
Flexible spending
Flexible PTO
Life insurance
Education support
401k plan
Parental leave
And more
Company
Pathstone
Pathstone is a financial service company that provides oriented impact investment solutions inclusive of measurement and reporting tools.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Kelso & Company
2023-03-06Private Equity
2019-11-06Private Equity
Recent News
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