What are the responsibilities and job description for the Fixed Income Trader- Baird Trust position at Robert W. Baird?
The experts at Baird Trust offer a broad array of customizable trust and investment management solutions to help clients build, and protect wealth. Whether they’re setting up a trust that provides wealth for the next generation or creating a fund for their philanthropic efforts, our trust officers, and portfolio managers help tailor our client’s plans to meet current needs and their future goals.
- Manage daily trading within Trust Company portfolios
- Perform bond trading, portfolio construction, research, and data analysis
- Develop and improve Baird Trust relationships with trading counterparties/broker-dealers
- Support Portfolio Managers, Trust Administration, and Advisors in managing client relationships and portfolios
- Conduct credit analysis for various fixed income issuers and assist with “Buy Lists”
- Consistently maintain proper internal controls and ensure compliance with company policies and procedures, all applicable SEC, IRS, Federal and State laws and regulations
- Maintain a complete knowledge of and comply with all company and departmental policies, procedures, and service standards
- Fast paced environment that will enable you to grow as a professional
- Team of associates passionate about achieving great results for clients and give back to the communities where we live and work
- Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
- Four (4) year degree in Business, Economics, Accounting, or Finance
- Masters of Finance or MBA preferred
- Pursuing or achieved: CFA / CFP / CPA preferred.
- 2-3 years of financial services experience
- Knowledge of fixed income markets, including US Treasury, municipal, corporate and government agency bonds preferred
Licenses/Certifications:
- FINRA (Financial Industry Regulatory Authority) Series 7 Required – or ability to obtain.
- FINRA (Financial Industry Regulatory Authority) Series 63, 65, or 66 required – or ability to obtain.
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Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.
