Moneta Group

  • Fixed Income Trader - Financial Services Wealth Management

  • Job Summary


    The Fixed Income Trader provides fixed income trading support to the Investment Department; responsible for executing and settling trades, fixed income operations, resolving trade issues

    Duties & Responsibilities

    • Contacts broker/dealers to identify fixed income securities
    • Executes fixed income trades
    • Ensures operational side of fixed income trading is correct and timely, settling and recording trading activity, identifying and resolving trade issues
    • Analyzes fixed income securities, taking into consideration multiple sources of information including industry and market research, historical data and projected financial statements
    • Identifies appropriate opportunities for client portfolios
    • Assists with ad-hoc investment related reports, data requests, portfolio modeling reports, asset allocation studies
    • Reviews existing fixed income client holdings as necessary


    • Three years or more of relevant experience
    • Series 65 license or ability to achieve in the first 3 months of employment
    • Proficient in Microsoft Office applications; excellent Excel skills
    • Experience with municipal bonds preferred
    • Bloomberg, and/or Morningstar experience preferred
    • Ability to master an understanding of investment industry including securities products and regulations, global market conditions
    • Excellent analytical and quantitative skills
    • Ability to multi-task, manage multiple priorities, and meet deadlines in a dynamic work environment
    • Ability to interact well with clients and all employees
    • Professional attitude, demeanor, and appearance

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