Loan Sales and Trading

I am partnering with an Investment Bank seeking a seasoned Sales & Trading specialist (5+ years) with experience in:

• Loan Trading:
  Trading or distributing whole loans between banks, credit unions, or institutional buyers, often related to M&A or balance sheet restructuring.
• Fixed Income Trading (Outsourced PM Model):
  Acting as a buy-side trader for hedge fund clients, managing and executing trades in Treasuries, munis, or credit products under a riskless principal model.

Key Responsibilities:

• Source and execute trades across loan and fixed income products
• Build and maintain relationships with banks, credit unions, or hedge funds
• Leverage internal M&A flow to identify loan opportunities
• Trade on a discretionary basis for institutional clients (in the outsourced PM model)
• Help expand our trading platform and revenue base

Qualifications:

• 5+ years of sales and/or trading experience (sell-side or buy-side)
• Deep knowledge of loan or fixed income markets (or both)
• Proven ability to originate or execute trades and manage relationships
• Entrepreneurial mindset; self-starter comfortable in a lean structure
• Background at firms like Raymond James, Stifel, or relevant hedge funds is a plus

• Mid-Senior level

• Full-time

• Analyst

• Investment Management

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