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Institutional Municipal Salesperson #INSTI01759

Santa Monica, CA

The Company

Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in


investment, risk management and advisory services, we are committed to helping our institutional,
corporate and individual clients achieve their objectives.

Our Institutional Sales and Trading group is comprised of over 150 dedicated traders, salespeople and
analysts highly specialized in a variety of sectors of the fixed income market. We provide institutional
investors with enhanced market coverage through national sales and trading locations in Chicago, New
York, Boston, Los Angeles, San Francisco, Miami, Boca Raton and Charlotte. Recognized nationally as
one of the nations’ most established and experienced participants in the fixed income markets with
annual secondary trading volume of more than $35 billion and average daily trading positions of
approximately $600 million.

We are actively recruiting for an experienced salesperson for its municipal effort with a proven track
record of success combined with well-established industry relationships. We are looking for someone that
is ambitious and enthusiastic about implementing new trading ideas, concepts combined with a
demonstrated ability to operate within established trading risk parameters.

Responsibilities:

 Develop strong and long-term relationships with buy-side clients by understanding their
investment style and needs.
 Develop new and creative approaches to customer relationship building.
 Have a comprehensive knowledge of our new issue products. Coordinate with underwriter to
solicit orders that maximize our pricing strategy.
 Effectively represent our inventory items to clients. Relate customer inquiry to trading desk and
fellow salesmen.
 Query clients for bond sale opportunities that correspond to other salesmen’s needs.
 Attend and contribute at sales meetings.
 Provide market feedback to fixed income traders and underwriters.
 Generate revenue at level exceeding goal determined by Sales Manager.
 Make customer/prospect referrals to other corporate calling officers and document same.
 Represent department at seminars, trade shows, industry forums.

Qualifications:

 Successful performance record of consistently generating revenue as an institutional bond sales


experience from a top brokerage firm
 3- 5 years relevant work experience
 Bachelor’s degree
 Series 7 & 63 licenses
 Ability to travel as need to client locations and represent the firm

How to Apply: Careers at Mesirow Financial

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