Institutional Fixed Income Salesperson

CastleOak Securities, L.P. ("CastleOak") is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, 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. We offer a competitive total rewards package including:Hybrid workplace: work from home 2 days per week!Health insurance: competitive medical, dental, and vision programsCommuter benefits401(k) with a company match Charitable contribution match program for employeesCompany-paid life insurance, short-term and long-term disability insurancePaid time off: vacation, personal days, sick leave, tentional culture celebrations and social outingsOPPORTUNITY: INSTITUTIONAL FIXED INCOME SALESPosition:The candidate will be a part of a veteran team that operates in a dynamic sales and trading environment. The team executes billions in fixed income securities through our proprietary electronic platform and traditional voice business on a daily basis. We are specifically seeking sales professionals with experience in Rates, Corporates and Structured Products who can leverage client relationships across our robust capital markets platform.Essential Responsibilities:A demonstrated track record of showing success in cultivating institutional asset management and or public pension fund relationshipsAn in-depth understanding around your client's workflow for direct execution across Credit and Rates markets and in furthering our proprietary electronic trading franchiseAn ability to maintain and build valuable and trusted relationships with your clientsTake ownership for growing your client base through prospecting, relationship management, referrals, cross-selling and attending external eventsconferencesRespond effectively to client inquiries pertaining to trading and pricingInstitutionalize your client relationships by coordinating across our fixed income sales, trading, and syndicate teamsInterpret and communicate market forces impacting bond performance and portfolio benchmarks to portfolio managers and tradersProvide detailed feedback to our sales and product management teams to help us continuously improve so we can anticipate our client's future needsA self-motivated individual that can work both independently and within a team structureA strong willingness to solve problems, strong time management, organization, detail-orientation, and a desire to outperform goalsThis role will report directly to the Head of Fixed Income SalesRequired Qualifications:Bachelor's degreeThree or more years of related experience in Institutional Fixed Income SalesA deep understanding of financial markets, taxable fixed income markets and securities, the sales and trading process, including OMSEMS connectivityAn established set of client referencesExcellent written and verbal communication skillsFINRA series 7 and 63 requiredRole up your sleeves, team first approach to doing businessNOTE: Only experienced candidates with relationships and a book of business will be considered.Salary Expectations:Base salary is initially expected to be $100,000-$150,000 draw + commissions Location:Open to any of our existing office locations (New York, Atlanta, Chicago, Cleveland, Los Angeles, Portland)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, andor any other characteristic protected by law.Please do not contact employees of the firm directly regarding open positions.

Created: 2025-02-24