Fixed Income Strategist

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.

We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

SUMMARY/OBJECTIVES

A Fixed Income Strategist is responsible for using specialized knowledge and skills obtained through experience and education to support the sales force within Debt Capital Markets. This includes working collaboratively with sales, trading, and strategies to meet the needs and earn the business of institutional clients. This position will have the support of analysts to model trades and for various other support. A Strategist should expect to serve as a guide to the Analysts as we seek to develop their knowledge and nurture career development. This position will use knowledge of fixed income markets, along with knowledge of depositories and other account types, to help clients generate income, preserve capital, improve portfolio diversification, and improve risk/reward profiles.

ESSENTIAL FUNCTIONS

• Work with Institutional Fixed Income clients to identify and assess investment needs and recommend suitable investment strategies and solutions
• Help develop balance sheet strategies and portfolio analytics for institutional clients
• Develop and use analytical tools and methodologies to select fixed income products for sales and clients
• Collaborate with sales force by assisting in the development of marketing materials and by participating in sales presentations as appropriate
• Identify trends in the fixed income market and implement appropriate client action, if needed
• Prepare explanations of economic, regulatory, market-related and/or fixed income security-specific information and analytics for developing relationships and establishing dialogue with institutional clients
• Assist with acquisition/retention of accounts through periodic meetings with clients
• Provide assistance and/or training to the Fixed Income Business Unit
• Provide assistance to other employees through healthy and positive interactions
• Involvement in marketing endeavors/efforts
• Continuously update skills by participating in professional training
• Seek opportunities to improve skills through cross-training offered by the Bank
• Maintain compliance with MSRB, FINRA, and SEC regulations
• Ensure compliance with Bank policies and procedures, code of conduct, and regulatory guidelines
• All other tasks, responsibilities, or duties, as directed by management

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

COMPETENCIES

• Must have strong communication skills characterized by excellent writing and speaking skills
• Proficient with general office equipment and programs to include Microsoft Office Word, Excel, Outlook, PPT, Bloomberg, S&P Cap Pro IQ (SNL) and other software that might be utilized in the department
• Ability to effectively prioritize responsibilities and manage multiple tasks in a changing environment within tight deadlines on an ongoing basis
• Ability to use computers efficiently and the capacity to learn new software programs as they are rolled out by the Bank
• Understanding of and ability to explain impact of proposed transactions on income statements, balance sheets, and risk measures
• Good knowledge of business English, including spelling and punctuation
• Ability to speak clearly and effectively with coworkers and customers
• Well-organized, accurate, and attentive to detail
• Cooperative and willing to assist coworkers and customers on a regular basis
• Effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others
• Remain composed under pressure when responding to customer and coworker concerns
• Patient and willing to help others in solving problems while maintaining a positive attitude

Qualifications, Education, and Certification Requirements

• Education: Bachelor's degree in business, economics, finance, or related field
• Experience: Experience providing Fixed Income solutions for institutional clients preferred, depository background is a positive
• Certifications/Specific Knowledge: CFA and/or CPA designations are viewed favorably; Must possess a strong understanding of macroeconomics and fixed income markets; Depository knowledge including income statement & balance sheet composition and Asset/Liability management; SIE, Series 7, and Series 63 exams required or the successful completion of these exams within 90 days of hire

TRAINING REQUIREMENTS/CLASSES

Upon hire, you must complete New Employee Orientation. If not already held, SIE, Series 7, and Series 63 exams must be successfully completed within 90 days of hire. Other securities licenses may be required as necessary, for example, Series 24 and/or Series 53. Annual compliance training throughout the year is required.

PHYSICAL DEMANDS

Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.

WORK ENVIRONMENT

This position will typically work at an individual workstation on an open trading floor. It is possible the environment may be loud throughout the day.

If the need to telecommute arises, a secure home office environment that is free from background noise and distractions is required. A reliable private internet connection (cable or fiber) is necessary. Internet access supplied by cellular data (hot spot or otherwise) is not sufficient. Requirements are subject to change, as new systems and technology are delivered.

TRAVEL

Travel as needed to client locations and to represent the firm at client/industry events as requested.

Equal Opportunity Employer, including disabled/veterans.