Fixed Income Associate

Company Description

Headquartered in Bellingham, WA and founded in 1989, Saturna Capital is an investment adviser to thirteen Mutual Funds and a variety of private client and other pooled investment funds. Saturna has experienced rapid growth over the past several years and values the development of its employees. Our company culture emphasizes sustainability and employee wellness, and employees enjoy unique events and many benefits – including profit sharing, 401(k) matching, and 100% of employee medical insurance premiums paid by the company. We strive to be a best place to work in Bellingham.

Purpose

The Fixed Income Associate actively assesses and manages risk to structure and execute transactions in a constantly changing market. This position with be mentored by Sr. Analyst(s) and will take advantage of ongoing learning opportunities provided by Saturna.

Essential job functions:

• Partner with Sr. Analysts to analyze fixed-income instruments in various sectors including investment grade and high yield corporate, sovereign, and municipal bonds. 
• Conduct fundamental analysis of individual fixed income issuers focusing on business factors such as: financial performance, governance, ESG metrics, etc. 
• Assess broad industry trends such as shifts in competition, regulation, and legislation, and/or general market dynamics with a view towards investment implications.
• Provide research support to other members of the analyst team
• Research coverage for assigned industries, including surveillance of existing security holdings. 
• Participate in management calls.
• Support all aspects of the market-making and trade execution process, from providing research analytics on trades to relative value analysis.
• Prepare research reports for presentation of findings to the investment committee
• Handle requests from other departments
• Performs other duties as assigned

Knowledge, Skills, and Abilities:

• Strong writing, analytical, communication and interpersonal skills.
• Able to build and maintain relationships at multiple levels, both internally and externally.
• Ability to work in a way that’s independent, proactive, innovative, and creative while exercising sound judgement. 
• Ability to, over time, provide unique and differentiated investment insights
• Ability to pass exams for FINRA licenses- i.e., Series 7 or Series 6 and 63
• Proactive with a high level of attention to detail; quick learner who can adapt to changing priorities.
• Strong time management and organization skills; able to maintain a high quality of work in a deadline driven environment.
• Knowledge of Mutual Funds, NSCC / DTCC products, Transfer Agency, Broker Dealers, Trust Companies and Record-Keepers.
• Outstanding MS Word and Excel skills a must, familiarity with Apple computers preferred.
• Candidates must be able to successfully pass pre-employment screening requirements such as a logic test, fingerprinting, criminal background and credit check, drug screen and reference check.

Education and Experience:

• BA or BS in business or operations management-related field, or equivalent combination of education and experience.
• CFA charter-holder or willingness to work towards certificate.
• Minimum of 3 years’ experience with mutual funds.

Physical Demands:

• Must be able to stand or sit in a stationary position up to 80% of the time.
• Requires both gross and fine motor skills; Must be able to use computer, printers, phones and other office equipment up to 80% of the time.
• Must be able to hear; understand and distinguish sounds up to 100% of the time.
• Must be able to see; both near and far visual acuity required up to 100% of the time.
• Must be able to speak; verbally communicate with stakeholders up to 100% of the time.

Travel Requirements:

• Must be able to travel up to 20% of the time.

EEO Statement:

Saturna Capital provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.