careers-stonex
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Balance Sheet Strategist

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OtherStrategist
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Quick Summary

Key Responsibilities

The Balance Sheet Strategist will support the Fixed Income FIG team by analyzing bank, credit union, insurance company,

Technical Tools
OtherStrategist

Connecting clients to markets – and talent to opportunity.  With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.  Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth. 

 

 

Responsibilities

~1 min read
  • →Minimum 2 years of experience in one or more of the following:
    • →Fixed Income Sales
    • →Fixed Income Trading
    • →Investment Banking
    • →Bank Treasury
    • →Asset Liability Management (ALM)
    • →Financial Institutions Group (FIG)
    • →Capital Markets
    • →Investment Portfolio Management
    • →Equity or Fixed Income Research
    • → 

Requirements

~1 min read
  • FINRA Series 7 License (Required)
  • FINRA Series 63 License (Required)
  • Bachelor's degree in Finance, Economics, Accounting, Business, Mathematics, or related field required
  • Advanced degree (MBA, MS Finance, CFA designation or progress toward CFA) preferred but not required
  • Strong understanding of fixed income markets and securities
  • Knowledge of bank balance sheets, call reports, and financial statement analysis
  • Proficiency in Microsoft Excel, PowerPoint, and financial databases
  • Experience with Bloomberg, S&P Global Market Intelligence, FactSet, or similar financial platforms preferred
  • Ability to perform quantitative analysis and financial modeling
  • Strong analytical and problem-solving skills
  • Excellent verbal and written communication abilities
  • Highly organized with strong attention to detail
  • Ability to manage multiple projects in a fast-paced environment
  • Self-starter with the ability to work independently and within a team environment
  • Demonstrated interest in fixed income markets and financial institutions

Nice to Have

~1 min read
  • Understanding of balance sheet management and bank investment portfolios
  • Familiarity with agency MBS, CMBS, ABS, SBA securities, and structured products
  • Experience reviewing regulatory filings and financial institution performance metrics
  • Strong client-facing and relationship management capabilities 

 

 

Hiring Salary Range: $100,000-$135,000 (Salary to be determined by the education, experience, knowledge, skills and abilities of the applicant, internal equity, and alignment with market data). Subject to business performance and recommendations of management, this role may be eligible to participate in an incentive compensation plan.  This compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position, is offered. 

 

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Location & Eligibility

Where is the job
—
Location terms not specified

Listing Details

Posted
September 27, 2024
First seen
September 27, 2026
Last seen
September 27, 2026

Posting Health

Days active
0
Repost count
0
Trust Level
11%
Scored at
September 28, 2026

Signal breakdown

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careers-stonexBalance Sheet Strategist