Fixed Income Trading Analyst

About Us:

Diversify was founded by seasoned advisors and industry leaders to bring institutional-grade resources to independent wealth management without sacrificing the personal attention that defines a true partnership. We cultivate a family-like culture and an institutional platform that enables Advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve their clients effectively. Learn more at www.diversify.com.

About the Position:

The Fixed Income Trading Analyst role works alongside the other members of the Diversify Asset Management portfolio management and trading teams in executing investment strategies of professionally managed client portfolios. This is an in-office position in our Sandy, Utah headquarters.

Qualifications:

• Bachelor's degree in finance, economics, business, or a related field.


• Fixed income trading experience is strongly preferred.


• Proficiency with investment and trading platforms is preferred (Bloomberg, Orion, Tradeweb Direct, Fidelity Wealthscape, Schwab Advisor Center).


• Advanced Excel and coding skills are strongly preferred.

Responsibilities:

• Trade Execution: Accurately process new-issue and secondary fixed income trades.


• Data Analysis and Validation: Review and validate large data sets related to fixed income markets and trade execution. Conduct post-trade account reviews, trade reconciliations, and other operational tasks.


• Database Maintenance: Help maintain the integrity and accuracy of the trading database.


• Process Improvement: Drive initiatives to enhance efficiency and optimize workflows. Proactively seek ways to improve the team’s workflows and processes.


• Versatility: Perform various data projects as needed to support the team's goals.

What We're Looking For:

• Strong quantitative and analytical skills with a high standard for data quality and accuracy


• Detail oriented with an ownership mentality towards the quality of your work.


• Excellent organizational skills and effective at managing competing priorities under pressure.


• Intellectual curiosity about the financial markets and a passion for investing.


• Collaborative team player with a commitment to team success.

Diversify Benefits:

• Core Benefits: Medical with HSA and FSA options, dental, and vision.


• Prepare for Your Future: 401(k) with a generous company match.


• Great Team Culture: Tight-knit team where your contribution carries real weight.


• Generous Time Off: 4 weeks PTO, 12 paid holidays, and 2 paid volunteer days. We prioritize family, community impact, and genuine work-life balance. 

Join Us!

Apply now for Diversify’s Fixed Income Trading Analyst position.

We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify is An Equal Opportunity Employer--M/F/D/V