Search and have possible investment outlets approved in the different units
Monitor and review counterparty line utilization
Execute orders on a best execution basis
Review and recommend actions on clients fixed income investments especially on MTM losses
Liaison with Fund Managers on new funds, product offerings or investment strategies
Help evaluate counterparties with the Strategic Partnership Product Development Unit
Coordinate with Trust & Investment Services Group or other service providers on the requested fixed income investment outlets
Work with Relationship Managers on providing providing fixed income/market information to support the sales and marketing effort
Qualifications
Updated with the market and be able to take advantage of investments opportunities that will give superior returns to clients and even beating PB's competitors.
