Technology and Innovation Strategist

Overview

Connecting clients to markets - and talent to opportunity. With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors. Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth. Institutional: Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology.

Responsibilities

Role Purpose: The Balance Sheet Strategist will support the Fixed Income FIG team by analyzing bank, credit union, insurance company, and institutional investor balance sheets to identify investment opportunities and liability management solutions. This individual will work closely with senior sales professionals, traders, and clients to develop actionable strategies related to securities portfolio management, liquidity optimization, capital efficiency, interest rate risk management, and fixed income investment allocation.This position is ideal for a motivated finance professional seeking to develop expertise in fixed income markets, depository institution balance sheet management, and structured product investing.Analyze bank, credit union, insurance company, and institutional investor balance sheets, earnings reports, call reports, and regulatory filingsMonitor trends in liquidity, loan growth, securities portfolios, funding costs, capital levels, and asset-liability management metricsAssist senior FIG professionals in identifying fixed income investment opportunities across:Agency MBSCMBSSBA securitiesAsset-Backed Securities (ABS)Municipal securitiesTreasuries and AgenciesStructured productsDevelop client-specific portfolio recommendations based on balance sheet positioning, risk tolerance, and investment objectivesCreate and maintain screening tools, databases, and models used to identify prospective clients and investment opportunitiesProduce market commentary and client presentations regarding:Interest rate outlookYield curve dynamicsSpread relationshipsPortfolio strategyRegulatory developmentsAssist with preparation of pitch books, portfolio reviews, and investment strategy presentations for client meetingsConduct ongoing surveillance of existing client portfolios and market conditionsSupport senior sales personnel in business development, client outreach, and relationship management activities.Work with trading, research, compliance, and operations teams to facilitate client transactions and ensure regulatory adherenceMaintain current knowledge of banking industry developments, regulatory changes, and fixed income market trends

Qualifications

Required ExperienceMinimum 2 years of experience in one or more of the following:Fixed Income SalesFixed Income TradingInvestment BankingBank TreasuryAsset Liability Management (ALM)Financial Institutions Group (FIG)Capital MarketsInvestment Portfolio ManagementEquity or Fixed Income ResearchLicensing RequirementsFINRA Series 7 License (Required)FINRA Series 63 License (Required)EducationBachelor's degree in Finance, Economics, Accounting, Business, Mathematics, or related field requiredAdvanced degree (MBA, MS Finance, CFA designation or progress toward CFA) preferred but not requiredTechnical SkillsStrong understanding of fixed income markets and securitiesKnowledge of bank balance sheets, call reports, and financial statement analysisProficiency in Microsoft Excel, PowerPoint, and financial databasesExperience with Bloomberg, S&P Global Market Intelligence, FactSet, or similar financial platforms preferredAbility to perform quantitative analysis and financial modelingProfessional CompetenciesStrong analytical and problem-solving skillsExcellent verbal and written communication abilitiesHighly organized with strong attention to detailAbility to manage multiple projects in a fast-paced environmentSelf-starter with the ability to work independently and within a team environmentDemonstrated interest in fixed income markets and financial institutionsPreferred AttributesUnderstanding of balance sheet management and bank investment portfoliosFamiliarity with agency MBS, CMBS, ABS, SBA securities, and structured productsExperience reviewing regulatory filings and financial institution performance metricsStrong client-facing and relationship management capabilities Hiring Salary Range: $100,000-$135,000 (Salary to be determined by the education, experience, knowledge, skills and abilities of the applicant, internal equity, and alignment with market data). Subject to business performance and recommendations of management, this role may be eligible to participate in an incentive compensation plan. This compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position, is offered. #LI-TA1Job SummaryCategory (Portal Searching): Sales & TradingPosition Type (Portal Searching): Experienced ProfessionalSalary Range: 110,000-135,000