Supporting Financial Professionals
Here at Pittsburgh Society of Investment Professionals, we’re committed to helping Pittsburgh firms thrive! We seek to bridge the gap between firms needing quality candidates, and candidates looking for productive and successful environments.
RETIREMENT PLAN COORDINATOR
Manages and services corporate client retirement accounts on an ongoing basis. This includes serving as point of contact for, and facilitating, all Client and Participant interactions as they pertain to Hefren-Tillotson's robust services to the Retirement Plan.
Qualifications: Bachelor's Degree or equivalent industry experience, strong technical writing and interpersonal skills, public speaking skills and strong communication skills. Series 7 and 66 licenses are required (or obtained immediately after hired) and CFP accreditation preferred.
FIXED INCOME TRADER
This professional will participate in the formulation of the firm’s fixed income strategies and market research, source fixed income inventory, collaborate with the Portfolio Management Team to manage fixed income portfolios within discretionary accounts, monitor credit and duration of existing fixed income positions, execute fixed income transactions, support Hefren-Tillotson Financial Advisors, develop seminar and conference call materials and participate in the firm’s radio program.
Qualifications: Bachelor’s Degree in Economics, Finance or equivalent industry experience and experience in fixed income trading and credit analysis including treasury, corporate and/or municipal securities. Series 7, 66, 53 licenses are preferred or must be obtained shortly after hire. Strong communication, analytical and service orientated skills would be a plus.