Fixed Income Portfolio Advisor at RBC · Minneapol…

Summary: RBC is a leading financial institution, and they are seeking a Fixed Income Portfolio Advisor to assist financial advisors with fixed income portfolios. The role involves providing actionable fixed income ideas, bond ladder proposals, and portfolio reviews while articulating views on events impacting the fixed income markets. Responsibilities: - Work collaboratively with more senior team members - Point person to assist financial advisors with all facets of the fixed income market - Basic understanding of markets and policy developments and the impact on fixed income assets - Basic ability to synthesize complex events and ideas down to their most salient points - Basic ability to analyze absolute and relative credit quality - Ability to understand and educate advisors about fixed income technology platforms - Promptly respond to trader and financial advisor requests - Provide written ideas and commentary to daily and monthly publications Required Qualifications: - Bachelor's degree; a major in finance or economics is preferred - 1-3 years of fixed income markets related experience - Demonstrated ability to be flexible and patient in stressful situations and prioritize while under pressure - Strong organizational skills and ability to multi-task and work independently in a fast-paced customer-centric environment - Strong written, verbal and interpersonal communications skills with ability to succinctly convey information - Strong computer skills with proficiency in MS Excel, Bloomberg, and PowerPoint Preferred Qualifications: - Series 7 and 63 or 66 licenses - Advanced Degree or Chartered Financial Analyst designation Required Skills: Fixed Income Markets, Credit Analysis, Fixed Income Investments, Financial Advisory, MS Excel, Bloomberg, PowerPoint, Series 7 License, Series 63 License, Series 66 License, Chartered Financial Analyst (CFA), Patience Benefits: 401(k) program with company-matching contributions, Health, Dental, Vision, Life, Disability insurance, Paid-time off