• Participate in the formulation of the firm’s fixed income strategies and market research
• Source fixed income inventory and ideas for use across brokerage and fee-based accounts
• Collaborate with the Portfolio Management Team to manage fixed income portfolios within discretionary accounts
• Monitor credit and duration of existing fixed income positions
• Execute fixed income transactions
• Support Hefner-Tillotson Financial Advisors with client-specific requests, meetings, and analysis of current/prospective portfolios
• Provide continuous improvement of technology and trading workflows
• Develop seminar and conference call materials and participate in the presentation of the information
• Participate in the firm’s radio program
• Perform special projects and assignments as requested by management

Skills: Fixed Income Strategy, Market Research, Inventory Sourcing, Portfolio Collaboration, Credit Monitoring, Transaction Execution, Client Support, Workflow Improvement

• Collects and distributes market information for the portfolio manager.
• Uses a variety of tools and databases to identify critical data for decision-making.
• Supports trading activity, improves negotiating skills.
• Involved in medium-risk trading situations.
• Executes assigned trades across global markets and measures the impact of the trades on the relevant portfolios.
• Responds to telephone inquiries on the trading desk about fixed income trading information and pricing.
• Collects and relays relevant information for use by Portfolio Manager, Analyst, and more senior traders.
• Acts as a liaison with outside bond vendors.
• Assists with research under the guidance of senior traders.
• Supports development and operational knowledge of less tenured traders.

Skills: Market Information Collection, Data Analysis, Trading Support, Negotiation Skills, Trade Execution, Trading Inquiries, Vendor Liaison, Research Assistance

• Negotiates and executes trades as authorized by portfolio managers using market skills, knowledge, and experience in performing trade execution activities to achieve lower transaction costs.
• Generates risk management reports to determine trends in diversification, durations, and cash positions of the assigned portfolio.
• Researches portfolio issues as assigned by the portfolio manager.
• Performs market analysis and assists in generating risk management, activity, and ad-hoc reports for senior staff.
• Responds to desk inquiries about trading information and pricing.
• Leverages data analysis to identify and recommend process improvement opportunities.
• Tracks assigned sector spreads and develops an understanding of relative value in the assigned sector.
• Develops a relationship with a sector analyst.
• Gathers detailed trading activity information, such as transaction cost analysis and market impact analysis.
• Participates in special projects and performs other duties.

Skills: Trade Execution, Risk Management Reporting, Portfolio Research, Market Analysis, Trading Inquiries, Process Improvement, Sector Analysis, Trading Activity Tracking

• Develop and implement repeatable processes to source, evaluate, and price risk across the spectrum of asset classes in which National Life invests
• Oversee and conduct timely and reliable execution of transactional activity across cash bond markets (securitized, corporate, and municipal), derivatives (options, futures, and CDS), and ETFs.
• Drive communication by bringing a real-time market perspective to other members of the investment team, further aligning opportunities in the market with portfolio objectives
• Contribute to the development and distribution of market insights and commentary to aid strategic decision-making across the firm
• Collaborate with the broader investment team to structure portfolios consistent with National Life’s desired income and risk profile and inform the development of insurance product pricing models
• Coach and mentor others on the Trading team and junior talent across the firm
• Manage both public and private sell-side relationships, representing the interests of National Life with counterparties and ensuring full access to asset origination and trading desks
• Convert trade execution into a source of added economic value for the firm’s investment portfolios
• Monitor credit, liquidity, and market risks for risk management and balance sheet valuation exercises
• Oversee the short-term investment process to the extent necessary to manage cash exposure
• Collaborate with the Hedging team and utilize applicable derivatives trading and management platforms to execute trades, hedge equity market exposure in the insurance product lines

Skills: Process Development, Transaction Execution, Market Communication, Market Insights, Portfolio Structuring, Team Coaching, Sell-Side Relationship Management, Risk Monitoring

• Provide order execution capability across a broad variety of boutiques, investment strategies, and asset classes with a primary focus on Fixed Income.
• Provide in-depth market color and quantitative insights that the investment teams can leverage to the advantage of investors.
• Combine quantitative and qualitative analyses to help generate insight and support the firm’s asset management capabilities.
• Network with other market participants, peers, competitors, and the brokerage community at large to keep abreast of market developments and gather further insights into developments that are of interest to the team and the asset management boutiques
• Manage market access, seek out sources of liquidity, and coordinate with investment teams and the rest of the trading and execution team to facilitate the adequate balance of risk and return
• Maintain strong broker relationships and an overview of execution capabilities within different global regions
• Take responsibility for detailed and sophisticated analysis of execution quality and broker performance
• Contribute to the design and maintenance of a stable and efficient execution process for AM across various time zones and regions, including liaising with the rest of the team and assuring adequate coverage of all relevant markets
• Collaborate with portfolio managers, client specialists, legal, and compliance, as well as with supporting technology teams.
• Represent the team and report achievements to the Brokerage and Execution Committee

Skills: Order Execution, Market Insights, Quantitative Analysis, Networking, Liquidity Management, Broker Relationship Management, Execution Quality Analysis, Execution Process Design

• Experience in trading in the fixed income credit markets, preferably high yield or emerging markets.
• In-depth understanding of bond markets, products, and structures.
• Experience working in managing the risk of a portfolio of active strategies and driving trading decisions.
• Proficiency in analyzing large datasets, using statistical models and techniques
• Must be highly proficient in Excel and VBA.
• Experience working with Python.
• Experience working with ETFs or portfolio trading
• Able to assess, mitigate, and manage risks associated with portfolios, including interest rate risk, credit risk, and liquidity risk.
• Experience conducting both fundamental and technical analysis to inform trading decisions.
• Strong communication and interpersonal skills.
• Responsible, driven, open to new ideas and opinions

Qualifications: BA in Statistics with 3 years of Experience

• Trading experience in agency securities lending, preferably with securities
• Awareness and application of tax, legal, and regulatory requirements.
• Experience in people management as responsibility will be held for the conduct and performance of a team of traders.
• Strong understanding of interest rate risk, credit risk, liquidity risk, and their application in trading strategies.
• Proven ability to develop and implement trading strategies that maximize profitability and manage risk effectively.
• In-depth knowledge of financial markets, including global economic trends, central bank policies, and their impact on fixed income markets.
• Strategic and creative thinker with excellent attention to detail within a highly process-driven role
• Consistently demonstrates clear and concise written and verbal communication
• Able to work in a pressurised environment and manage priorities effectively
• The ability to drive forward initiatives and oversee delivery on new product outcomes
• Proficiency in Excel with knowledge of coding in VBA and/or other programming/statistical languages.

Qualifications: BA in Economics with 5 years of Experience

• Experience in Banking, Finance, Treasury Management, Sales, and/or Service environment
• An understanding of bond markets, the economy, and interest rate correlations
• Must be able to evaluate securities and discern value in the market
• Specific knowledge of certain fixed-income instruments, such as bonds or corporate bonds.
• A great understanding of future movements of prices caused by shifting trends of supply and demand
• Great understanding of trading analytics and data analysis
• Proficiency in risk management tools and methodologies to mitigate market volatility and identify profitable trading opportunities.
• Excellent verbal and written communication skills
• Excellent critical/strategic thinking and problem resolution skills
• Strong business/financial acumen
• Proficient computer skills - Microsoft Word, Excel, and Outlook with technical expertise

Qualifications: BA in International Business with 4 years of Experience

• Work experience in the financial services industry, specifically, investment/asset management
• Strong knowledge of fixed income markets and instruments (e.g., bonds, treasury securities, municipal debt)
• Expertise in market analysis and forecasting trends
• Experience with risk management and portfolio diversification strategies
• Familiarity with trading platforms and financial software (e.g., Bloomberg, Reuters)
• Proficient in Microsoft Office Word, Excel, PowerPoint
• Pro-active approach to accuracy and attention to detail.
• Must have excellent analytical skills with the ability to dig in
• The ability to meet deadlines and respond to requests promptly
• Teamwork and the ability to collaborate professionally and constructively.
• Strong writing and verbal communication skills with interpersonal, organizational, and quantitative skills.

Qualifications: BA in Investment Analysis with 6 years of Experience

• Experience in fixed income analysis and trading with professional qualifications of CFA, FRM, etc.
• Previous experience working in SFC Type 1,4,9
• Proficient in Bloomberg, Excel, Word, and PowerPoint
• Strong knowledge of risk management principles and portfolio construction
• Proficient in financial modeling and quantitative analysis
• Deep understanding of interest rate and credit risk management strategies
• Ability to conduct in-depth credit analysis, macroeconomic research, and market trend analysis
• Familiarity with regulatory frameworks such as MiFID II, Dodd-Frank, and Basel III
• Proven ability to identify market inefficiencies and exploit trading opportunities
• Strong track record of generating alpha and managing risk within fixed income portfolios
• Advanced proficiency in data analysis and visualization using tools like Python, R, or MATLAB
• Strong interpersonal and communication skills, self-motivated, attentive to details, and well-organized.

Qualifications: BA in Finance with 7 years of Experience