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Fixed Income Analyst Internship Jobs in Wisconsin

KOHLS

Income Tax Analyst

Menomonee Falls, WI · On-site

Prepare timely and accurate income tax filings * Assist with fixed asset calculations, including working in the fixed asset system and collaborating with the Capital Team * Assist with researching ...

Varsity Tutors

CFA - Level 1 Tutor

Madison, WI · Remote

$18 - $40/hr

Guides students through computing financial ratios, applying quantitative methods, analyzing fixed income and equity valuation, understanding derivative pricing, and applying the Standards of ...

Varsity Tutors

CFA - Level 1 Tutor

Milwaukee, WI · Remote

$18 - $40/hr

Guides students through computing financial ratios, applying quantitative methods, analyzing fixed income and equity valuation, understanding derivative pricing, and applying the Standards of ...

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Fixed Income Analyst Internship information

What are some typical projects or tasks a Fixed Income Analyst Intern might work on during their internship?

As a Fixed Income Analyst Intern, you can expect to assist with a range of research and analytical tasks, such as analyzing bond market trends, supporting the creation of credit reports, and monitoring fixed income securities performance. Interns often help compile data, prepare presentations for senior analysts or portfolio managers, and may participate in team meetings discussing investment strategies. This hands-on experience offers valuable exposure to both quantitative analysis and the collaborative nature of fixed income investment teams.

What are the key skills and qualifications needed to thrive as a Fixed Income Analyst Intern, and why are they important?

To thrive as a Fixed Income Analyst Intern, you need strong analytical skills, a solid understanding of financial markets, and coursework in finance or economics. Familiarity with Bloomberg Terminal, Excel, and financial modeling software is typically required, along with knowledge of fixed income products. Attention to detail, effective communication, and a proactive attitude are soft skills that help interns stand out. These competencies are essential for accurate analysis, clear reporting, and effective teamwork in a fast-paced investment environment.

What is a Fixed Income Analyst Internship?

A Fixed Income Analyst Internship is a temporary position, usually for students or recent graduates, that provides hands-on experience in analyzing fixed income securities such as bonds, treasury notes, and other debt instruments. Interns typically assist with research, data analysis, and monitoring market trends to support investment decisions within a firm's fixed income division. The internship offers valuable exposure to financial modeling, risk assessment, and portfolio management, helping candidates build foundational skills for a career in finance.

What is the difference between Fixed Income Analyst Internship vs Fixed Income Analyst?

AspectFixed Income Analyst InternshipFixed Income Analyst
Required CredentialsTypically pursuing or recent graduate, some finance or economics backgroundBachelor's degree in finance, economics, or related field; often requires some experience
Work EnvironmentInternship programs, often in investment firms or banks, with mentorshipFull-time role in asset management, investment banking, or financial services
Employer & Industry UsageUsed as a training position for students or entry-level candidatesProfessional role with ongoing responsibilities in fixed income markets

The Fixed Income Analyst Internship is a temporary, training-focused position for students or recent graduates, providing exposure to fixed income markets. In contrast, the Fixed Income Analyst is a full-time professional role with ongoing responsibilities, requiring more experience and offering greater responsibility in analyzing and managing fixed income securities.

What are the most commonly searched types of Fixed Income Analyst jobs in Wisconsin? The most popular types of Fixed Income Analyst jobs in Wisconsin are:
What are popular job titles related to Fixed Income Analyst Internship jobs in Wisconsin? For Fixed Income Analyst Internship jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Fixed Income Analyst Internship jobs in Wisconsin look for? The top searched job categories for Fixed Income Analyst Internship jobs in Wisconsin are:
Fixed Income Analyst Internship jobs near you
Fixed Income Portfolio & Client Administrator

Fixed Income Portfolio & Client Administrator

RMB Capital

Milwaukee, WI • On-site

Other

Medical, Dental, Vision, Life, Retirement

Posted 9 days ago

Job description

Title
Fixed Income Portfolio and Client Administrator
Location
Milwaukee, Wisconsin
This is a hybrid role located in our Milwaukee office located at 10361 W. Innovation Drive, Suite 350. Team members are expected to come into the office three days a week.
About Us
Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. We are committed to building meaningful relationships and making a difference in our clients' financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron's Top 100 Independent Registered Investment Advisors globally. Our values-Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment-are at the core of our culture.
The Role
We are seeking a Fixed Income Portfolio and Client Administrator to join our Fixed Income team in our Milwaukee office. This role is ideal for a detail-oriented professional who thrives in a collaborative environment and is passionate about delivering exceptional client service. You will play a critical role in supporting portfolio managers and traders, ensuring operational excellence, and serving as a trusted liaison for clients.
Key Responsibilities
  • Communicate effectively with clients, advisors, team members, broker-dealers, and custodians.
  • Maintain and update portfolio accounting and analytical software applications.
  • Monitor trade and settlement processes to ensure accuracy and timely execution.
  • Reconcile securities and portfolios to maintain data integrity.
  • Manage client reporting, billing, and updates within the client management system.
  • Support operational efforts and assist with Core Fixed Income sales and client service needs.
Key Skills
  • Strong attention to detail and problem-solving abilities.
  • Ability to multi-task and prioritize in a fast-paced environment.
  • Excellent written and verbal communication skills.
  • Proficiency in portfolio management systems; familiarity with Bloomberg, BondEdge®, APX, and Moxy preferred.
  • Ability to work independently and collaboratively.
Key Qualifications
  • Undergraduate degree or equivalent work experience required.
  • 5+ years of experience in investment management or related field.
  • Experience in client service and operational support preferred.
  • Strong business acumen and analytical skills.

Our Values:
  • ACCOUNTABILITY: We are driven to act, work with integrity, and deliver results.
    CURIOSITY: We ask and listen, stay curious, and are eager to learn.
    TEAMWORK: We build strong relationships, celebrate success, and partner for greater impact.
    INCLUSION: We respect, recognize, and encourage the differences that make us stronger-we are better together.
    Built ON a ...
    SERVICE COMMITMENT: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.
Compensation
The base salary will be commensurate with an individual's work experience and educational background.
Why Join Us?
At Curi Capital, we believe in empowering our team to think creatively, take initiative, and make an impact. You'll work in a collaborative environment where your ideas matter. If you're ready to roll up your sleeves and bring energy, innovation, and precision to everything you do, we'd love to meet you.
Our Values:
  • ACCOUNTABILITY: We are driven to act, work with integrity, and deliver results.
    CURIOSITY: We ask and listen, stay curious, and are eager to learn.
    TEAMWORK: We build strong relationships, celebrate success, and partner for greater impact.
    INCLUSION: We respect, recognize, and encourage the differences that make us stronger-we are better together.
    Built ON a ...
    SERVICE COMMITMENT: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

Our Benefits
Curi Capital offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, 401(k) and employer match, short-term disability, long-term disability and flexible time off, 10 paid holidays, and summer hours.

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