Firm Overview: Sage is a well-established asset management firm that offers fixed income, asset/liability management, and tactical asset allocation strategies for institutions and private clients. The firm is employee owned with significant capacity for growth that attracts independent, creative thinkers who desire success through a collaborative process that best serves the client. We offer a stable, fulfilling, and challenging work environment with competitive compensation and employee benefits.

Job purpose: Seeking a candidate to assist the fixed income portfolio management team in implementing the firm’s investment strategy. Trading associate will work with PM’s on both systematic and tactical trade generation and execution. Candidate will become familiar with the firm’s trade order management system, maintain multiple portfolio allocation models, participate in trade order generation, assist with order flow for electronic trade execution, review compliance monitoring reports, and interact with trading operations team. Ideal candidate will flourish in a dynamic, time sensitive, team-oriented environment.

Position Requirements:
• Undergraduate Degree
• 2-3 years of Financial Services experience
• CFA of CFA candidate required
• Programming skills such as Python or VBA.

Interested candidates should email a resume (PDF) and short cover letter as to why you are qualified for this position to: careers at sageadvisory.com