Analyst, DirectPool

CastleOak Securities, L.P. is a premier boutique investment bank focused on providing capital markets services. The Analyst will support the electronic trading and secondary fixed income credit trading business, collaborating with trading, sales, and operations teams to assist with analysis, execution, and settlement of transactions.

Responsibilities

• Support the electronic trading and secondary credit trading business through data analysis, trade support, and workflow coordination
• Collaborate with trading and operations teams to ensure accurate and timely execution and settlement of trades
• Develop a strong understanding of client workflows to support electronic credit trading execution
• Build, maintain, and enhance proprietary spreadsheets and database tools to manage and organize market intelligence and client data effectively
• Demonstrate a strong willingness to learn the business from the ground up, including corporate and high yield bonds, trading operations, and applicable compliance regulations
• Gain proficiency in both industry-standard and proprietary electronic trading and research platforms in order to contribute to analysis supporting business development efforts
• Drive and support marketing initiatives to expand our client reach and strengthen our presence in the trading and sales landscape
• Assist senior sales professionals with client outreach, relationship management, cross-selling efforts, and timely response to client inquiries
• Contribute to sales and trading initiatives through targeted project work that enhances team efficiency and client engagement

Skills

• Bachelor's degree with a strong academic track record
• Demonstrated passion for capital markets and a strong desire to pursue a career in Fixed Income sales or trading
• Self-motivated individual capable of working independently as well as within a collaborative team environment
• Entrepreneurial mindset with strong problem-solving skills; tenacious, resourceful, and solutions-oriented
• Advanced proficiency in Microsoft Excel, with solid skills in Word, PowerPoint, and database applications
• Foundational understanding of credit and rates products, along with macroeconomic principles
• Ability to perform effectively in a fast-paced, high-pressure trading floor environment
• Excellent analytical, time management, organizational, and communication skills
• High attention to detail and a strong desire to exceed performance goals
• Candidates must be eligible to hold and be willing to promptly obtain FINRA SIE, Series 7, and Series 63 licenses within a 6-month period
• Experience in financial modeling
• Working knowledge of Salesforce
• Working knowledge of Python, SQL, C++, C#
• Experience working with large sets of data and data extraction
• Completion of analyst training programs or courses

Benefits

• Hybrid workplace: work from home 2 days per week!
• Health insurance: competitive medical, dental, and vision programs
• Commuter benefits
• 401(k) with a company match
• Charitable contribution match program for employees
• Company-paid life insurance, short-term and long-term disability insurance
• Paid time off: vacation, personal days, sick leave, etc.
• Intentional culture celebrations and social outings

Company Overview