Truist Financial - New York, NY

posted 5 months ago

Part-time,Full-time - Director
New York, NY
Credit Intermediation and Related Activities

About the position

The position involves cultivating relationships with institutional investors and buy-side clients to effectively distribute both primary and secondary corporate bonds. The role is critical in providing insights and market color from strategic accounts, which aids the trading desk in managing market opportunities. The successful candidate will deliver a comprehensive platform that includes senior management, trading, research, and syndicate teammates to our strategic accounts. Collaboration is key, as the individual will work closely with Syndicate and DCM to obtain reverse inquiries for issuing clients. A collaborative approach towards other Market/Risk teammates is essential to leverage the platform effectively. Additionally, the role supports the risk management needs of the trading desk through active sales engagement. As a Director Level position, the candidate is expected to have proven experience in financial markets and a consultative sales approach that utilizes credit skills and market knowledge to manage client transactions. Consistently meeting quality individual revenue goals from a variety of fixed income investors is a critical expectation of this role. The position requires a strong understanding of the credit industry, market dynamics, and products, along with a proven track record in revenue generation and an entrepreneurial nature. The candidate should also possess advanced analytical and technical skills, combined with a problem-solving attitude, to navigate complex market scenarios effectively. Excellent interpersonal skills, good listening abilities, and the capacity to communicate highly complex ideas clearly and concisely are essential for success in this role. Strong partnering and leadership skills in a complex, matrixed environment are also required.

Responsibilities

  • Cultivate relationships with institutional investors and buy-side clients to distribute corporate bonds.
  • Provide insights and market color from strategic accounts to assist the trading desk.
  • Deliver a comprehensive platform of senior management, trading, research, and syndicate teammates to strategic accounts.
  • Collaborate with Syndicate and DCM to obtain reverse inquiries for issuing clients.
  • Support the risk management needs of the trading desk through active sales engagement.
  • Utilize a consultative sales approach using credit skills and market knowledge to manage client transactions.
  • Consistently meet quality individual revenue goals from various fixed income investors.

Requirements

  • BA/BS degree
  • 12 years of related work experience
  • Advanced knowledge of the credit industry, market, and products
  • Proven track record in revenue generation and entrepreneurial nature
  • Extensive track record of prudent risk management
  • Advanced analytical and technical skills combined with a problem-solving attitude
  • Excellent interpersonal style and good listening skills
  • Ability to communicate complex ideas clearly and concisely
  • Strong partnering and leadership skills in a complex, matrixed environment.

Nice-to-haves

  • CFA and/or MBA degree with a Finance focus
  • 14 years of related work experience
  • Experience in mentoring and coaching
  • Technology/Coding experience (Python, R, VBA, etc.)

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment insurance
  • Tax-preferred savings accounts
  • 401k plan
  • Vacation days (minimum of 10 days)
  • Sick days (minimum of 10 days)
  • Paid holidays
  • Defined benefit pension plan (depending on position and division)
  • Restricted stock units (depending on position and division)
  • Deferred compensation plan (depending on position and division)
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