ZipRecruiter

Log In

1

Institutional Fixed Income Sales Jobs in Virginia

Range

Investment Analyst

Mclean, VA · On-site

This is a unique opportunity to join a team building both a suite of institutional-quality ... Conduct quantitative and qualitative research across asset classes including equities, fixed income ...

Verato Inc.

Controller [Finance]

Mclean, VA

Own the monthly, quarterly, and annual close process; deliver GAAP financials on a fixed timeline ... including income, sales and use and payroll tax matters * Drive process improvement projects ...

Verato

Controller [Finance]

Mclean, VA · On-site

Own the monthly, quarterly, and annual close process; deliver GAAP financials on a fixed timeline ... including income, sales and use and payroll tax matters * Drive process improvement projects ...

previous pagenext page

Showing results 21-40

All JobsInstitutional Fixed Income Sales JobsInstitutional Fixed Income Sales Jobs in Virginia

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 Virginia?

For Institutional Fixed Income Sales jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Institutional Fixed Income Sales jobs in Virginia look for?

The top searched job categories for Institutional Fixed Income Sales jobs in Virginia are:

What cities in Virginia are hiring for Institutional Fixed Income Sales jobs?

Cities in Virginia with the most Institutional Fixed Income Sales job openings:

Institutional Fixed Income Sales jobs near you

Registered Client Service Associate (Virginia Beach, VA)

Oppenheimer

Virginia Beach, VA

Full-time

Re-posted 16 days ago

Job description

Who We Are:

Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Job Description

Oppenheimer & Co. Inc.s Private Client Division is currently seeking a Registered Client Service Associate for their Virginia Beach branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards.

Responsibilities

  • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
  • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
  • Learn to utilize research and technical support tools
  • Produce quality analytical reports using various software programs
  • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
  • Act with integrity and respect in all situations
  • Cultivate and grow existing client relationships
  • Assist with marketing efforts and plan client events
  • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
  • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
  • Local office interaction with other support members, Financial Advisors and Management

Skills/Requirements

  • FINRA Registrations: Series 7 and 63/65 (or 66) required (within first six months of hire)
  • 3+ years experience working as a sales assistant/CSA in a corporate/brokerage environment
  • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs
  • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
  • Must be able to maintain the highest level of confidentiality
  • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
  • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
  • Able to meet designated deadlines and work effectively in a pressurized environment
  • Demonstrate the ability to handle multiple tasks to completion with little or no supervision

Apply