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Collateralized Loan Obligation (CLO) Trader Job Opening In Boston – Now Hiring Fidelity Investments


Job description

Job Description

:

The Group

Fidelity’s Fixed Income Division is one of the world’s leading fixed income managers with over $1.8 trillion in fixed income assets managed by a staff of more than 200 investment professionals.

At Fidelity, we combine fundamental research on debt issuers with macroeconomic and quantitative analysis to develop investment decisions that aim to maximize risk-adjusted total return for our clients.

The Fixed Income Division is headquartered in Merrimack, New Hampshire.

The Role

The CLO Trader will be a member of the Fixed Income trading group and will work very closely with our investment grade and high-income investment teams.

The CLO Trader will be responsible for deal management, trading, and market reconnaissance in the space.

The individual will also partner with portfolio managers, analysts, and traders to generate investment ideas and help drive positive returns in the sector.

The CLO Trader will be primarily based in Merrimack, NH, but it is expected that they spend a regular portion of their time with their investor counterparts in Boston, MA.

The Value You Deliver

  • Source investment ideas by understanding our strategy, positioning, and identifying attractive relative value opportunities in both primary and secondary markets.

  • Engage & source new deals, negotiate levels, structure, allocations, and help manage ongoing document negotiations.

  • Collect, organize, and disseminate relevant market and trading information to investment teams across investment grade, high-income and alternatives investment teams.

  • Build and maintain strong dealer relationships (sales, trading, and syndicate).

  • Represent the trading desk in periodic team and client meetings as well as other ad hoc forums.

  • Partner with technology, compliance, legal, operations, and other internal groups to provide best-in-class service and execution capabilities to the portfolios.

  • The Expertise and Skills You Bring

  • 7-10+ years of CLO trading experience.

  • Trade and manage liabilities across the full capital structure from AAAs to equity.

  • Build relationships and understanding of CLO managers alongside research analysts by attending conferences, participating in due diligence calls, and routine follow-ups.

  • Advise and collaborate with growing BALLYROCK team, $7bln+ AUM.

  • Act as main point of contact with CLO syndicate.

  • Improve analytic tools and use of data to build market/portfolio surveillance improvements.

  • Help manage existing portfolio across several fund groups and mandates.

  • Monitor and stay informed on new parts of the market and other forms of leverage finance – private credit.

  • Values
    The following values are fundamental to the way in which our company operates:

  • Accountability

  • Enthusiasm

  • Integrity

  • Teamwork

  • Respect

  • Certifications:

    Required Skill Profession

    Sales Representatives, Services


    • Job Details

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    Unlock Your Collateralized Loan Potential: Insight & Career Growth Guide


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    The Work Culture

    An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Fidelity Investments adheres to the cultural norms as outlined by Expertini.

    The fundamental ethical values are:

    1. Independence

    2. Loyalty

    3. Impartiapty

    4. Integrity

    5. Accountabipty

    6. Respect for human rights

    7. Obeying United States laws and regulations

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    Fidelity Investments interview tips for Collateralized Loan Obligation (CLO) Trader

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    Research: Learn about the Fidelity Investments's mission, values, products, and the specific job requirements and get further information about

    Other Openings

    Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.

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