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About the Role
The Balance Sheet Strategist will support the Fixed Income FIG team by analyzing balance sheets to identify investment opportunities and liability management solutions. This individual will work closely with senior professionals and clients to develop actionable strategies related to securities portfolio management, liquidity optimization, capital efficiency, interest rate risk management, and fixed income investment allocation.
Responsibilities
- Analyze bank, credit union, insurance company, and institutional investor balance sheets, earnings reports, call reports, and regulatory filings
- Monitor trends in liquidity, loan growth, securities portfolios, funding costs, capital levels, and asset-liability management metrics
- Assist senior FIG professionals in identifying fixed income investment opportunities across Agency MBS, CMBS, SBA securities, Asset-Backed Securities (ABS), Municipal securities, Treasuries and Agencies, and Structured products
- Develop client-specific portfolio recommendations based on balance sheet positioning, risk tolerance, and investment objectives
- Create and maintain screening tools, databases, and models used to identify prospective clients and investment opportunities
- Produce market commentary and client presentations regarding interest rate outlook, yield curve dynamics, spread relationships, portfolio strategy, and regulatory developments
- Assist with preparation of pitch books, portfolio reviews, and investment strategy presentations for client meetings
- Conduct ongoing surveillance of existing client portfolios and market conditions
- Support senior sales personnel in business development, client outreach, and relationship management activities
- Work with trading, research, compliance, and operations teams to facilitate client transactions and ensure regulatory adherence
- Maintain current knowledge of banking industry developments, regulatory changes, and fixed income market trends
Requirements
- Minimum 2 years of experience in Fixed Income Sales, Fixed Income Trading, Investment Banking, Bank Treasury, Asset Liability Management (ALM), Financial Institutions Group (FIG), Capital Markets, Investment Portfolio Management, or Equity or Fixed Income Research
- FINRA Series 7 License required
- FINRA Series 63 License required
- Strong understanding of fixed income markets and securities
- Knowledge of bank balance sheets, call reports, and financial statement analysis
- Proficiency in Microsoft Excel, PowerPoint, and financial databases
- Ability to perform quantitative analysis and financial modeling
- Strong analytical and problem-solving skills
- Excellent verbal and written communication abilities
- Highly organized with strong attention to detail
- Ability to manage multiple projects in a fast-paced environment
- Self-starter with the ability to work independently and within a team environment
- Demonstrated interest in fixed income markets and financial institutions
Skills
- Fixed Income Sales
- Fixed Income Trading
- Investment Banking
- Bank Treasury
- Asset Liability Management (ALM)
- Financial Institutions Group (FIG)
- Capital Markets
- Investment Portfolio Management
- Equity Research
- Fixed Income Research
- Fixed income markets
- Fixed income securities
- Bank balance sheets
- Call reports
- Financial statement analysis
- Microsoft Excel
- Microsoft PowerPoint
- Financial databases
- Bloomberg
- S&P Global Market Intelligence
- FactSet
- Quantitative analysis
- Financial modeling
- Analytical skills
- Problem-solving skills
- Verbal communication
- Written communication
- Organization
- Attention to detail
- Project management
- Teamwork
- Agency MBS
- CMBS
- ABS
- SBA securities
- Structured products
- Balance sheet management
- Bank investment portfolios
- Regulatory filings review
- Financial institution performance metrics review
- Client-facing capabilities
- Relationship management
Experience Level
- Minimum 2 years of experience
Education Level
- Bachelor's degree in Finance, Economics, Accounting, Business, Mathematics, or related field
- Advanced degree (MBA, MS Finance, CFA designation or progress toward CFA) preferred
Salary/Compensations
- $100,000-$135,000
Benefits
- Full range of medical, financial, and/or other benefits
About the Company
- Connecting clients to markets – and talent to opportunity.
- With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents.
- As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.
- Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.
- Institutional: Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology.