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Institutional Fixed Income Sales Jobs in Utah (NOW HIRING)

We cultivate a family-like culture and an institutional platform that enables Advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most ...

We cultivate a family-like culture and an institutional platform that enables Advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most ...

We cultivate a family-like culture and an institutional platform that enables Advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most ...

Deep TradFi background (fixed income, FX, credit, treasury, or capital markets origination) and/or ... Existing relationships in crypto capital markets, institutional DeFi, or TradFi treasury Circle is ...

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Institutional Fixed Income Sales information

How do institutional fixed income sales professionals collaborate with traders and research analysts to serve clients?

In Institutional Fixed Income Sales, professionals work closely with both traders and research analysts to deliver tailored solutions to clients. Sales teams communicate client investment needs and market sentiment to traders, who then help execute trades or suggest optimal strategies. Collaboration with research analysts is frequent, as they provide in-depth market insights and product knowledge that sales professionals use to inform clients and recommend suitable fixed income products. This teamwork ensures clients receive informed advice, competitive pricing, and timely execution, all of which are essential for building long-term relationships in the institutional market.

What are the key skills and qualifications needed to thrive as an institutional fixed income sales professional?

To thrive as an Institutional Fixed Income Sales professional, you need a deep understanding of fixed income products, financial markets, and strong quantitative analysis skills, often backed by a degree in finance or economics. Familiarity with Bloomberg terminals, CRM systems, and relevant regulatory certifications like FINRA Series 7 and 63 is typically required. Exceptional relationship-building, communication, and negotiation skills help you stand out in building and maintaining client trust. These skills are critical for providing tailored investment solutions, meeting client needs, and driving revenue growth in a highly competitive market.

What is institutional fixed income sales?

Institutional Fixed Income Sales involves professionals who help large clients, such as pension funds, insurance companies, and asset managers, buy and sell fixed income securities like bonds and treasuries. These salespeople build relationships with institutional investors, provide market insights, and facilitate transactions to meet their clients' investment needs. The role requires in-depth knowledge of financial markets, strong communication skills, and an understanding of both the products and client strategies.
What are popular job titles related to Institutional Fixed Income Sales jobs in Utah? For Institutional Fixed Income Sales jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Institutional Fixed Income Sales jobs in Utah look for? The top searched job categories for Institutional Fixed Income Sales jobs in Utah are:
What cities in Utah are hiring for Institutional Fixed Income Sales jobs? Cities in Utah with the most Institutional Fixed Income Sales job openings:

Fixed Income Trading Analyst

Diversify

Sandy, UT • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 10 days ago


Job description

About Us:

Diversify was founded by seasoned advisors and industry leaders to bring institutional-grade resources to independent wealth management without sacrificing the personal attention that defines a true partnership. We cultivate a family-like culture and an institutional platform that enables Advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve their clients effectively. Learn more at www.diversify.com.

About the Position:

The Fixed Income Trading Analyst role works alongside the other members of the Diversify Asset Management portfolio management and trading teams in executing investment strategies of professionally managed client portfolios. This is an in-office position in our Sandy, Utah headquarters.

Qualifications:

  • Bachelor's degree in finance, economics, business, or a related field.
  • Fixed income trading experience is strongly preferred.
  • Proficiency with investment and trading platforms is preferred (Bloomberg, Orion, Tradeweb Direct, Fidelity Wealthscape, Schwab Advisor Center).
  • Advanced Excel and coding skills are strongly preferred.

Responsibilities:

  • Trade Execution: Accurately process new-issue and secondary fixed income trades.
  • Data Analysis and Validation: Review and validate large data sets related to fixed income markets and trade execution. Conduct post-trade account reviews, trade reconciliations, and other operational tasks.
  • Database Maintenance: Help maintain the integrity and accuracy of the trading database.
  • Process Improvement: Drive initiatives to enhance efficiency and optimize workflows. Proactively seek ways to improve the team's workflows and processes.
  • Versatility: Perform various data projects as needed to support the team's goals.

What We're Looking For:

  • Strong quantitative and analytical skills with a high standard for data quality and accuracy
  • Detail oriented with an ownership mentality towards the quality of your work.
  • Excellent organizational skills and effective at managing competing priorities under pressure.
  • Intellectual curiosity about the financial markets and a passion for investing.
  • Collaborative team player with a commitment to team success.

Diversify Benefits:

  • Core Benefits: Medical with HSA and FSA options, dental, and vision.
  • Prepare for Your Future: 401(k) with a generous company match.
  • Great Team Culture: Tight-knit team where your contribution carries real weight.
  • Generous Time Off: 4 weeks PTO, 12 paid holidays, and 2 paid volunteer days. We prioritize family, community impact, and genuine work-life balance.

Join Us!

Apply now for Diversify's Fixed Income Trading Analyst position.

We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify is An Equal Opportunity Employer--M/F/D/V