Municipal SMA Trader
Core
Execute purchase and sales of tax-exempt fixed income securities, primarily municipal bonds, for Self-Managed Accounts (SMA) and institutional clients.
Role type
Municipal bond trader (IC)
Builds
Executes trades in Primary & Secondary markets for SMA, Mutual Funds, and Institutional accounts.
Domain
Fixed Income / Municipal Bonds
Required skills
Order execution, market surveillance, relative value analysis, cash trade processing, stakeholder communication
Preferred skills
Municipal bond trading experience, analytical skills, computer proficiency
Technologies
Trading platforms, market data systems
Responsibilities
Execute orders from portfolio managers; assist in daily surveillance of SMA and Institutional Fixed Income Accounts; execute cash trades for various account types; interface between trading team and internal/external constituencies
Seniority
Entry to Mid-level, hands-on IC