Bond Trader

ROLE SUMMARY:

A Trader in investment banking is responsible for executing buy and sell orders of financial instruments—such as equities, bonds, currencies, and derivatives—on behalf of the bank or its clients. The role involves market analysis, risk management, and strategic decision-making to generate profits and manage exposure. The trader is expected to handle day-to-day transactions independently, contribute to treasury sales targets, and ensure compliance with regulatory standards.

KEY RESPONSIBILITIES:

• Execute trades in financial markets (e.g., equities, fixed income, FX, derivatives).
• Monitor market trends, news, and economic indicators to inform trading decisions.
• Manage risk and ensure compliance with trading limits and regulatory requirements.
• Maintain accurate trade records and ensure timely settlement.
• Collaborate with sales, research, and risk teams to optimize trading strategies.
• Provide market insights and pricing to internal stakeholders and clients.
• Use trading platforms and tools (e.g., Bloomberg, Reuters, proprietary systems).
• Ensure adherence to internal controls and audit requirements.
• Offer treasury products, meet and exceed sales targets, and ensure compliance with regulatory standards.
• Book transactions before cut-off and manage client expectations.
• Establish and maintain relationships with clients via regular calls and visits.
• Make daily canvass of market rate indications and update rate sheets.
• Initiate deals with clients and financial institutions.
  • Ensure compliance with counterparty and internal trading limits.
• Prepare documentation for all transactions and ensure accuracy.
• Prepare market condition analysis and interest rate scenarios.
• Update client records and monitor placement maturities.
• Repackage commercial papers for resale to clients.
• Perform other functions as assigned.

QUALIFICATIONS:

• Bachelor's degree in Finance, Economics, Business, Banking, or related field.
• Preferably with a Certified Securities Representative (CSR) license or equivalent.
• 2–5 years of relevant work experience, including 1–2 years in banking.
• Exposure to retail banking, treasury trading, investment banking, or back-office operations

COMPETENCIES:

Technical Expertise:

• Strong understanding of financial markets, instruments, and trading strategies. 1
• Proficiency in trading platforms and financial analysis tools.
• Familiarity with regulatory frameworks (e.g., SEC, BSP, AML regulations).

Analytical & Organizational Skills:

• Strong analytical and quantitative skills.
• Makes routine decisions within defined parameters.
• Solves moderately complex problems with some guidance.

Communication & Interpersonal Skills:

• Basic verbal and written communication skills.
• Clear communication within the team and effective communication across departments.
• Ability to interact with clients and internal departments.

Initiative & Independence:

• Executes defined tasks independently within the team.
• Manages workload with minimal supervision.

Sales & Client Management:

• Ability to pitch treasury products and negotiate pricing.
• Contribute to treasury sales fund level based on targets.
• Handle client expectations and maintain strong relationships.