9 часов назад
Associate II, Fixed Income Institutional Sales (Fixed Income)
68 000 - 90 000$
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate II, Fixed Income Institutional Sales (Fixed Income): Supporting institutional fixed income sales through client account servicing, trade execution, settlements, and municipal credit materials with an accent on bond math, regulatory compliance, and operational accuracy. Focus on resolving trade discrepancies, coordinating with sales, operations, compliance, and Financial Strategies teams, and mentoring entry-level associates.
Location: Onsite at the Northland Securities office in Greenwood Village, Colorado, United States
Compensation: $68,000–$90,000 annually, based on experience
Company
and Northland provide financial services, including institutional fixed income sales and related brokerage support.
What you will do
- Manage institutional client account onboarding, servicing, order processing, inquiries, and account support.
- Prepare client paperwork, account summaries, product information, and other sales materials.
- Coordinate account opening and servicing with operations teams and improve sales support processes.
- Support brokers with trade execution, affirmations, settlements, discrepancy resolution, and regulatory documentation.
- Collaborate with the Financial Strategies team on municipal credit analysis and client-facing materials.
- Maintain market knowledge and informally mentor entry-level Fixed Income Associates.
Requirements
- 5+ years of experience in financial services or relevant internships.
- FINRA registration and the SIE, Series 7, and Series 63 licenses.
- Strong attention to detail, analytical ability, communication, problem-solving, and time-management skills.
- Comfort with numbers, spreadsheets, bond math, Excel, financial systems, trading platforms, and CRM/OMS tools.
- Knowledge of trade documentation, industry regulations, and compliance expectations.
- Unrestricted U.S. work authorization is required; future sponsorship is not available.
Nice to have
- Bachelor’s degree in finance, business, economics, or a related field.
- Previous sales support or administrative experience.
- Equivalent professional experience in place of a degree.
Culture & Benefits
- Medical, dental, and vision insurance.
- 401(k) with matching contributions.
- Time-off programs and health savings account options.
- Short-term and long-term disability insurance.
- Employee banking, tuition assistance, and growth opportunities.
- Collaborative onsite environment focused on mentorship and professional development.
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