Fixed Income Dealer

Listed 1 day Ago
Craigs Investment Partners
Financial Services

About the role

Based in our central Tauranga office, this is a permanent full-time position working 8:30am to 5:00pm, Monday to Friday. 

The Fixed Income team’s primary function is to execute fixed income trades and provide Private Wealth Investment Advisors with advice on security composition within portfolios. Reporting to the Team Leader, this position will work towards becoming an accredited NZX dealer. The title at commencement of employment will be Fixed Income Assistant as until accreditation is achieved, the role is limited. This transition should occur within three – four months. 

Tasks include but are not limited to:

  • Working as a team, execute orders via the Nasdaq ME system (NZX Debt Market) and the over-the-counter market (via Bloomberg) and book them internally.
  • Build relationships with advisers and their assistants. Answer adviser and staff queries regarding fixed income. 
  • Develop and maintain relationships with institutional investors primarily for secondary market transactions.
  • Maintain market knowledge on individual securities including new issues.
  • Track and monitor the availability of securities within the market.
  • Undertake daily and monthly pricing and valuations.
  • Produce Research notes for internal and external stakeholders.

About you 

If you have the following credentials, we encourage you to apply:

  • A relevant qualification in Accounting, Finance, Economics, or similar business discipline.
  • An understanding of markets and trading financial instruments.
  • Ability to interpret documents such as bonds, financial market indices, rates, and articles. 
  • Superior verbal communication skills.
  • Ability to calculate figures and amounts such as discounts, interest rates, percentages etc.
  • Demonstrate superior attention to detail, particularly inputting of trade details.
  • Demonstrate a high level of self-motivation, drive and analytical skills to accomplish the Fixed Income team’s goals. 
  • A high level of competence with Microsoft Office product suite. 
  • Training for required systems such as Bloomberg and the Fixed Interest systems will be given. 

About the Company

Craigs Investment Partners is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With 20 offices located throughout the country and over 600 employees, we offer solutions and advice to both private investors, corporate and institutional clients.

Why Craigs?

We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.

  • We are stronger together
  • We strive for excellence
  • We put people first
  • We do what’s right

If you would like to find out more about working at Craigs, visit our Careers page –  Careers - Craigs Investment Partners 

How to apply

If you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply.  

Applications for this role will take you to the advertisers site.