Sr Associate, Fixed Income Sales & Execution

NAB - National Australia Bank
Sydney, Australia
Mar 23, 2023
Apr 07, 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Job no: 786267
Work type: Permanent Full time
Location: NSW- Sydney CBD
  • Be rewarded and recognised for the value you bring
  • You'll have support to develop, and our encouragement to explore
  • Based in stunning Sydney CBD!
About JBWere

At JBWere, we believe success comes from our people. We're committed to supporting your talent and skills through your career, as you help us build a culture that affects change for our clients - and for the community too.

JBWere is a leading private wealth management firm operating across Australia and New Zealand. For more than 180 years we have been delivering sophisticated investment and wealth management solutions to a diverse client base with substantial investment portfolios and complex financial needs.

About the role

Managed out of JBWere and supported by the Private Wealth business, the Fixed Income Sales Trader will be responsible for execution of fixed income transactions for the Self-Directed Wealth network. As the subject matter expert, you will provide expertise on investment ideas, training, and ongoing support to Investment Specialists, therefore building awareness across NAB Private Wealth franchise.

Develop the Fixed Income business through providing expertise to the front-line sales for Self-Directed Wealth and driving acquisition of new business and retention of existing business through client presentations, seminars and promotional activities.

Accountabilities include, but are not limited to:
  • Preparation of Self-Directed Wealth end-to-end execution flows
  • Accurate and timely execution of trading and sales activities to the Self-Directed sales team, providing thought leadership and knowledge on investor trends, trade flows, market movements (e.g. EOD note, overnight wrap etc) trade ideas and opportunities
  • Maintain strong working relationships with key stakeholders
  • Assist with fixed income portfolio implementation whilst proactively managing risk
  • Drive team efficiency by maintaining and creating appropriate tools, documents and procedures used by the Self-Directed Wealth offering
  • Facilitate and educate the sales on different fixed income securities such as RMBS; indexed annuity bonds; inflation linked bonds and foreign currency bonds
  • ~5+ years' experience within capital markets, investment management, trade execution, managing underwriting risk
  • Experience in an asset management or financial management company in a fixed income execution & sales capacity
  • Strong understanding of Fixed income products and market drivers
  • Good knowledge of global markets, domestic and leading global bond issuers.
  • Sound knowledge of the wholesale investment and financial planning industries
  • The ability to develop strong rapport with all stakeholders through communication
  • Experience with Bloomberg is highly desirable
  • Advanced Excel experience and skills (including macros / VBA)
  • Well organized, attention to detail and able to meet deadlines in a high pressure environment
  • Strong research and writing skills. Ability to breakdown and communicate technical/complex concepts to a broader audience
A diverse and inclusive workplace works better for everyone

At JBWere & NAB, we are intent on building a culture we can all be proud of. One based on trust and respect. An uplifting environment where every single one of us feels appreciated and empowered to be our true, authentic selves. A diverse and inclusive workplace where our differences are celebrated, and our contributions are valued. It is a huge part of what makes NAB such a special place to be.

Join JBWere & NAB If you think this role is the right fit for you, we invite you to apply. If you require any reasonable adjustments to the recruitment process or the role, please let the recruitment consultant know.

To be eligible to apply, you must have Australian or New Zealand citizenship or Australian permanent residency status. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert.

Please note unsolicited CVs from agencies will not be accepted.


Advertised: 20 Feb 2023 6:00 AM AUS Eastern Daylight Time
Closing: 06 Mar 2023 11:55 PM AUS Eastern Daylight Time

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