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About the Role

CastleOak Securities is seeking sales professionals with experience in Rates, Corporates, and Structured Products to join their dynamic sales and trading environment. The role offers direct interaction with executive leadership within a flat organizational structure.

Responsibilities

Demonstrate a proven track record of success in cultivating institutional asset management and/or public pension fund relationships.
Maintain an in-depth understanding of client workflows for direct execution across Credit and Rates markets.
Build and preserve valuable, trusted relationships with institutional clients.
Grow client base through prospecting, relationship management, referrals, cross-selling, and attending industry events.
Respond effectively and rapidly to client inquiries pertaining to trading and pricing.
Coordinate seamlessly across internal fixed income sales, trading, and syndicate teams.
Interpret and communicate macro market forces impacting bond performance and portfolio benchmarks.
Provide detailed feedback to internal sales and product management teams.
Operate as a self-motivated professional who excels both independently and within a collaborative team structure.
Solve problems, manage time effectively, and maintain strong organization skills.
Report directly to the Head of Fixed Income Sales.

Requirements

3+ years of direct experience in Institutional Fixed Income Sales.
Must have an established, active set of institutional client references.
Active FINRA Series 7 and 63 licenses are required.
Bachelor’s degree.
Deep understanding of taxable fixed income markets, corporate credit or rates structures, the sales and trading life cycle, and institutional OMS/EMS connectivity.
Excellent written/verbal communication skills.
Team-first approach to doing business.

Skills

Rates
Corporates
Structured Products
Client Relationship Management
Sales
Trading
Fixed Income
Communication

Location

New York, NY
Atlanta, GA
Chicago, IL
Los Angeles, CA
San Francisco, CA
Portland, OR
Miami, FL
Boston, MA
Cleveland, OH

Work Type

Hybrid Workplace

Experience Level

3+ years

Education Level

Bachelor's degree

Salary/Compensations

Draw ($100K) + Commissions
$100,000—$100,000 USD

Benefits

Competitive medical, dental, and vision programs
Commuter benefits
401(k) with a company match
Charitable contribution match program for employees
Company-paid life insurance, short-term and long-term disability insurance
Paid time off: vacation, personal days, sick leave, etc.

About the Company

CastleOak Securities, L.P. is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients.
The firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements).
Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion.
CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations.

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law.