BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

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Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
1190-1

Job Type:
Permanent

Title:
Institutional Fixed Income Sales (1190-1)

Location:
Dallas, TX

Description:
Financial institution serving credit unions throughout the country seeks
fixed income sales professionals to solicit term investments for and
cultivate/manage relationships of assigned member credit unions with the
goal of increasing market share and achieving individual sales goals set by
management. Must thrive in a sales and commission environment. Reports to VP
of Investment Sales.

RESPONSIBILITIES:
Build out new sales territories and solicit orders from assigned member
credit unions for investment in fixed income securities and turnkey
Certificate of Deposit program using email/meetings/phone calls
Explore/research investment alternatives for member credit unions and
monitor market activity/ongoing research
Communicate rates/investment ideas to member credit unions
Write clear/effective sales emails/commentaries
Execute investment trades for member credit unions following
policies/procedures and in compliance with FINRA/SEC/industry regulations
Document member communications/activity/opportunities/competitive
information within SalesLogix
Provide backup support for brokerage team members; maintain trade blotters
daily and reconcile trade activity monthly
Prepare BondEdge reports for clients/prospects, speak on investment related
topics, and prepare articles/white papers as needed
Periodic travel to visit customers and attend trade shows

REQUIREMENTS:
Bachelor’s degree in Business/Finance or related field required
1-3+ years’ experience in fixed income financial markets
Prior experience calling on financial institutions in the credit
union/banking industry
Prior experience with Microsoft Word, Excel, and Outlook
Experience with Bloomberg and/or BondEdge a plus
Knowledge of fixed income products
FINRA Series 7 and either 63 or 66 with no disclosure events (Clean U4)


Category:
Alternative Investments // Asset Management // Banking // Broker Dealer // Sales and Marketing // Trading

Contact:
matt@bcius.com