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Fixed Income Accountant Jobs in Wisconsin (NOW HIRING)

Baird

Sr Portfolio Manager- Trust

Milwaukee, WI · On-site

Four (4) year degree in Business, Economics, Accounting, or Finance * MBA (preferred) * 10+ years ... Knowledge of global equity and fixed income markets along with knowledge of global economic ...

SVA

Accounting Intern (Spring 2027)

Brookfield, WI · On-site

$15 - $19/hr

Work performed is similar to the activities of an entry-level staff accountant, and interns are ... fixed asset reports * Analyze client financial statements and records to prepare book to tax income ...

Socket.dev

Accounting Manager

Milwaukee, WI · On-site

Ensure appropriate accounting and control over fixed assets, capital projects, disposals ... Coordinate information required for income, sales and use, property, payroll, and other tax filings.

Scottish Rite for Children

WI · On-site

... fixed income, private equity, private credit, and hedge funds. Finance or related degree with three ... Bachelor's degree should be finance, accounting, business, economics or a relevant field, or an ...

FGS-WI LLC

Accounting Manager

Milton, WI · On-site

$105K - $125K/yr

... income statement, balance sheet, cash flow) and management reporting packages, including KPIs and operational metrics. * Manage corporate accounting activities including accruals, fixed assets ...

ADP, Inc.

Accounting Clerk

Manitowoc, WI · On-site

$17.75 - $23/hr

The Sr. Accountant will oversee the daily operations and improvement of the accounting department ... Maintaining and reconciling fixed asset schedules * May conduct variance analyses such as reviewing ...

RED LINE PLASTICS LLC

Accounting Clerk

Manitowoc, WI · On-site

$17.75 - $23/hr

The Sr. Accountant will oversee the daily operations and improvement of the accounting department ... Maintaining and reconciling fixed asset schedules * May conduct variance analyses such as reviewing ...

Redline Plastics LLC

Accounting Clerk

Manitowoc, WI · On-site

$17.75 - $23/hr

The Sr. Accountant will oversee the daily operations and improvement of the accounting department ... Maintaining and reconciling fixed asset schedules * May conduct variance analyses such as reviewing ...

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Fixed Income Accountant information

What does a fixed income accountant do?

A Fixed Income Accountant is responsible for managing and recording accounting activities related to fixed income securities, such as bonds, treasury bills, and other debt instruments. Their duties include tracking interest payments, reconciling investment portfolios, ensuring compliance with accounting standards, and preparing financial reports. They often work closely with investment managers and auditors to verify the accuracy of financial data and support decision-making within financial institutions or investment firms.

What are the key skills and qualifications needed to thrive as a fixed income accountant?

To thrive as a Fixed Income Accountant, you need strong analytical skills, a solid understanding of accounting principles, and typically a degree in accounting or finance. Familiarity with financial reporting systems, investment accounting software, and possibly certifications like CPA or CFA are commonly required. Attention to detail, problem-solving abilities, and effective communication are crucial soft skills for success in this position. These competencies ensure accurate financial reporting, compliance, and the ability to support informed investment decisions in complex fixed income portfolios.

What are some common challenges faced by fixed income accountants and how can they be addressed?

Fixed Income Accountants often encounter challenges such as managing complex investment portfolios, staying updated with evolving regulations, and reconciling large volumes of financial data. To address these, it's important to develop strong analytical skills, maintain proficiency with accounting software, and stay informed about industry standards such as GAAP and IFRS. Effective communication with portfolio managers and compliance teams also helps ensure accuracy and timely reporting, which are crucial for success in this role.

What cities in Wisconsin are hiring for Fixed Income Accountant jobs?

Cities in Wisconsin with the most Fixed Income Accountant job openings:

Sr Portfolio Manager- Trust

Milwaukee, WI • On-site

Baird
See more jobs at Bairdexternal

Full-time

Re-posted 19 days ago

Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

About the Role:
Serves high net worth and institutional clients as Portfolio Manager within Baird Trust Company. Ongoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment Committee.
This position offers flexibility with 4 days/week in our Milwaukee, WI office and 1 day remote.
The Impact You'll Make:
  • Serves high net worth and institutional clients within Baird Trust Company
  • Ongoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment Committee
  • Develop satisfied clients through frequent contact for portfolios/relationships of a substantial size and complexity
  • Consult with major client relationships to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship
  • Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk
  • Working with Trust Administration interpret the intentions of the trust or agency agreement and build an investment policy to accomplish those objectives
  • Working with Financial Consultants/Relationship Managers, participate in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management
  • Keep informed of market trends and analyze the effect of these trends on client investment portfolios
  • Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions
  • Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research
  • Preparing and delivering clear, effective, and professional presentations. Communication skills and professional demeanor to interact with clients, prospects and all levels of management and colleagues within the firm. Providing appropriate recommendations for resolution of complex financial issues
  • Collaborate with Trust Administrators, Estate Planners and Financial Consultants/Relationship Managers to accomplish objectives
  • Work ethically and with integrity, including maintaining client and firm confidentiality
  • Interpret and apply policies and identify and recommend changes as appropriate

What You'll Bring to Baird:
  • Four (4) year degree in Business, Economics, Accounting, or Finance
  • MBA (preferred)
  • 10+ years prior experience as a portfolio manager in a banking or securities industry, or an equivalent combination of education and experience
  • Knowledge of global equity and fixed income markets along with knowledge of global economic conditions
  • Familiarity with fiduciary principles and prudent investment concepts
  • General understanding of the tax code

Licenses/Certifications:
  • CFA / CFP preferred
  • SIE, Series 7 required - or ability to obtain
  • Series 63, 65, or 66 required - or ability to obtain

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