Portfolio Trading Specialist - Fixed Income Securities

Job Overview

This role focuses on structuring and pricing over-the-counter fixed income securities and designing digital platforms to deliver data to clients. You will also develop optimization tools for fixed income products and collaborate with clients and traders on investment strategies and risk management. Supporting training efforts for junior team members in pricing, risk control, and reporting is also a key responsibility. Additionally, you will create and enhance marketing materials and write code to improve workflow efficiency. Collaboration with the sales team to expand distribution channels will be essential. The position serves a wide investor base in fixed income markets including Corporate Bonds, Municipal Bonds, and securitized products.

Key Responsibilities

• Structure and price lists of OTC fixed income securities.
• Design digital platforms for client data delivery.
• Develop and deploy portfolio optimization functions for fixed income securities.
• Engage clients on their investment requirements and market trends.
• Collaborate with other traders on pricing and risk management.
• Provide training to junior team members on pricing, risk, and reporting tasks.
• Create and update marketing materials to support portfolio trading.
• Write code to optimize internal workflows.
• Work with sales teams to identify new distribution opportunities.
• Travel up to 20% domestically and internationally for client visits.

Qualifications and Required Experience

• Master's degree in Finance or related field with minimum 3 years of relevant experience, or Bachelor's degree with at least 5 years.
• At least 3 years experience securitizing products, understanding underlying assets, syndication, and trading of asset-backed and mortgage-backed securities.
• Minimum 2 years experience using PowerPoint for client education marketing materials, Excel for portfolio trade modeling and pricing, Bloomberg for bond pricing and risk analysis.
• Experience pitching trade ideas to institutional clients using bank research reports.
• Experienced in pricing, creating, and de-risking investment-grade corporate bonds, high yield corporate bonds, municipal bonds, and structured product portfolios.
• Experience constructing trades optimizing net investment income, asset liability matching, and capital requirements for insurers and asset managers using Python linear optimization libraries.
• Knowledgeable about insurance capital requirements across North America, Bermuda, and UK jurisdictions.
• Ability to develop digital platforms improving sell-side analytics for buy-side trading experience.

Additional Information

Location: 270 Park Avenue, New York, NY 10017.
Employment type: Full-Time.
Travel: Up to 20% domestic and international travel to meet clients.
Salary: Fixed annual salary of $285,000.

About JPMorgan Chase:
With a history spanning over 200 years, JPMorgan Chase provides comprehensive financial services through its J.P. Morgan and Chase brands, covering investment banking, commercial banking, asset management, and more. The firm values diversity and inclusion, equal opportunity employment, and offers competitive compensation including bonus incentives and extensive benefits such as healthcare coverage, retirement plans, tuition reimbursement, and wellness programs.

Equal Opportunity Employer committed to accommodating religious and disability-related needs.