Title Fixed Income Portfolio and Client Administrator Location Milwaukee, Wisconsin This is a ... Maintain and update portfolio accounting and analytical software applications. * Monitor trade and ...
Title Fixed Income Portfolio and Client Administrator Location Milwaukee, Wisconsin This is a ... Maintain and update portfolio accounting and analytical software applications. * Monitor trade and ...
Investment Data Analyst
Germantown, WI · On-site
Analyze and validate investment data across equities, fixed income, derivatives, and institutional portfolios * Support portfolio analytics, performance reporting, and attribution analysis * Develop ...
Quick apply
Investment Data Analyst
Germantown, WI · On-site
Analyze and validate investment data across equities, fixed income, derivatives, and institutional portfolios * Support portfolio analytics, performance reporting, and attribution analysis * Develop ...
We are seeking a Principal Business Analyst - Investment Platforms with deep public markets ... Strong public markets investment knowledge (equities, fixed income, derivatives, institutional ...
Quick apply
We are seeking a Principal Business Analyst - Investment Platforms with deep public markets ... Strong public markets investment knowledge (equities, fixed income, derivatives, institutional ...
The Analyst will join a team responsible for administering and enhancing the firm's trading ... Experience with fixed income securities, derivatives on equities or fixed income, listed and ...
The Analyst will join a team responsible for administering and enhancing the firm's trading ... Experience with fixed income securities, derivatives on equities or fixed income, listed and ...
Portfolio Oversight Analyst
Milwaukee, WI · On-site
The Analyst will join a team responsible for administering and enhancing the firm's trading ... Experience with fixed income securities, derivatives on equities or fixed income, listed and ...
Portfolio Oversight Analyst
Milwaukee, WI · On-site
The Analyst will join a team responsible for administering and enhancing the firm's trading ... Experience with fixed income securities, derivatives on equities or fixed income, listed and ...
Senior Credit Analyst
Madison, WI · Hybrid
About the Team The Fixed Income Strategies team manages over seventeen billion across five ... The ideal candidate brings strong analytical rigor, market awareness, and a proven ability to ...
Senior Credit Analyst
Madison, WI · Hybrid
About the Team The Fixed Income Strategies team manages over seventeen billion across five ... The ideal candidate brings strong analytical rigor, market awareness, and a proven ability to ...
Senior Credit Analyst
Madison, WI · On-site
About the Team The Fixed Income Strategies team manages over seventeen billion across five ... The ideal candidate brings strong analytical rigor, market awareness, and a proven ability to ...
Senior Credit Analyst
Madison, WI · On-site
About the Team The Fixed Income Strategies team manages over seventeen billion across five ... The ideal candidate brings strong analytical rigor, market awareness, and a proven ability to ...
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 ...
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 ...
Portfolio Analyst
Milwaukee, WI · On-site
$85K - $100K/yr
Passion for investments and a keen interest in fixed income and equities markets. * Solid ... Strong analytical and problem-solving skills, with the ability to interpret and manipulate ...
Portfolio Analyst
Milwaukee, WI · On-site
$85K - $100K/yr
Passion for investments and a keen interest in fixed income and equities markets. * Solid ... Strong analytical and problem-solving skills, with the ability to interpret and manipulate ...
Portfolio Analyst
Milwaukee, WI · On-site
$85K - $100K/yr
Analysts will work closely with experienced professionals, gaining hands-on experience and building ... Passion for investments and a keen interest in fixed income and equities markets. * Solid ...
Portfolio Analyst
Milwaukee, WI · On-site
$85K - $100K/yr
Analysts will work closely with experienced professionals, gaining hands-on experience and building ... Passion for investments and a keen interest in fixed income and equities markets. * Solid ...
Trading Srvcs Sr. Spec
Franklin, WI · Hybrid
$98K/yr
... analysis to recommend appropriate investments. * Execute equity, fixed income, and options transactions on behalf of Financial Representatives, ensuring accuracy and full regulatory compliance.
Trading Srvcs Sr. Spec
Franklin, WI · Hybrid
$98K/yr
... analysis to recommend appropriate investments. * Execute equity, fixed income, and options transactions on behalf of Financial Representatives, ensuring accuracy and full regulatory compliance.
Trading Srvcs Sr. Spec
Franklin, WI · On-site
$98K/yr
... analysis to recommend appropriate investments. * Execute equity, fixed income, and options transactions on behalf of Financial Representatives, ensuring accuracy and full regulatory compliance.
Trading Srvcs Sr. Spec
Franklin, WI · On-site
$98K/yr
... analysis to recommend appropriate investments. * Execute equity, fixed income, and options transactions on behalf of Financial Representatives, ensuring accuracy and full regulatory compliance.
Research Analyst
Milwaukee, WI · Hybrid
$140K - $160K/yr
We are seeking a US Municipal Credit Research Analyst to join our Global Fixed Income Research team, supporting our municipal bond portfolio management teams. The analyst will conduct fundamental ...
Research Analyst
Milwaukee, WI · Hybrid
$140K - $160K/yr
We are seeking a US Municipal Credit Research Analyst to join our Global Fixed Income Research team, supporting our municipal bond portfolio management teams. The analyst will conduct fundamental ...
Research Analyst
Milwaukee, WI · On-site
$140K - $160K/yr
Overview We are seeking a US Municipal Credit Research Analyst to join our Global Fixed Income Research team, supporting our municipal bond portfolio management teams. The analyst will conduct ...
Research Analyst
Milwaukee, WI · On-site
$140K - $160K/yr
Overview We are seeking a US Municipal Credit Research Analyst to join our Global Fixed Income Research team, supporting our municipal bond portfolio management teams. The analyst will conduct ...
Data Operations Analyst
Milwaukee, WI · Hybrid
$75K - $125K/yr
As an Analyst on the Investment Data Operations team, you will play a critical role in managing and ... Perform daily valuation and validation of securities, including equities, fixed income, structured ...
Data Operations Analyst
Milwaukee, WI · Hybrid
$75K - $125K/yr
As an Analyst on the Investment Data Operations team, you will play a critical role in managing and ... Perform daily valuation and validation of securities, including equities, fixed income, structured ...
Experience in a variety of asset classes including equities, fixed income, FX,orderivatives ... Strong analytic and problem-solving skills * Excellent verbal and written communication skills
Experience in a variety of asset classes including equities, fixed income, FX,orderivatives ... Strong analytic and problem-solving skills * Excellent verbal and written communication skills
Investment Data Operations Analyst
Milwaukee, WI · On-site
$75K - $125K/yr
Perform daily valuation and validation of securities, including equities, fixed income, structured ... Strong analytical and problem-solving skills * Remain in stationary position for prolonged periods ...
New
Investment Data Operations Analyst
Milwaukee, WI · On-site
$75K - $125K/yr
Perform daily valuation and validation of securities, including equities, fixed income, structured ... Strong analytical and problem-solving skills * Remain in stationary position for prolonged periods ...
New
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 ...
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 ...
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 ...
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 ...
Investment Operations Analyst
Madison, WI · On-site
Experience in a variety of asset classes including equities, fixed income, FX, or derivatives ... Strong analytic and problem-solving skills * Excellent verbal and written communication skills
Investment Operations Analyst
Madison, WI · On-site
Experience in a variety of asset classes including equities, fixed income, FX, or derivatives ... Strong analytic and problem-solving skills * Excellent verbal and written communication skills
Fixed Income Analyst information
See Wisconsin salary details
$43.9K - $57.8K
8% of jobs
$57.8K - $71.7K
14% of jobs
$74.4K is the 25th percentile. Wages below this are outliers.
$71.7K - $85.6K
18% of jobs
$85.6K - $99.5K
10% of jobs
The median wage is $99.9K / yr.
$99.5K - $113.4K
17% of jobs
$122.4K is the 75th percentile. Wages above this are outliers.
$113.4K - $127.3K
13% of jobs
$127.3K - $141.2K
6% of jobs
$141.2K - $155.1K
9% of jobs
$155.1K - $169K
1% of jobs
$169K - $182.9K
2% of jobs
$182.9K - $196.8K
2% of jobs
$43.9K
$109.7K
$196.8K
How much do fixed income analyst jobs pay per year?
What does a Fixed Income Analyst do?
What Is a Fixed Income Analyst?
Fixed income securities are investments that require a borrower to make a set payment on a regular schedule. A fixed income analyst is a financial professional who analyzes fixed income securities, equity funds, credit, and debt to make investment strategy recommendations. As a fixed income analyst, your job duties include researching current news and trends the financial markets, evaluating debt and fixed income securities, modeling the financial stability of businesses, and preparing reports about your findings. The qualifications for a career as a fixed income analyst are a bachelor’s degree in finance, economics, or a related subject, strong analytical skills, and at least two years of relevant experience in the field.
What are some common challenges a Fixed Income Analyst faces when evaluating bonds in volatile markets?
What are the key skills and qualifications needed to thrive as a Fixed Income Analyst, and why are they important?
What is the difference between Fixed Income Analyst vs Equity Analyst?
| Aspect | Fixed Income Analyst | Equity Analyst |
|---|---|---|
| Credentials | Finance degree, certifications like CFA | Finance/economics degree, CFA often preferred |
| Work Environment | Financial institutions, investment firms | Asset management, investment banks |
| Industry Usage | Bond markets, debt securities | Stock markets, equity securities |
| Search/Comparison Intent | Understanding bond analysis, fixed income strategies | Stock valuation, equity research |
Fixed Income Analysts focus on bond markets and debt securities, analyzing interest rate risks and creditworthiness. Equity Analysts evaluate stocks and company performance to recommend investments. While both roles require financial analysis skills and certifications like CFA, their focus areas and industries differ significantly.

Other
Medical, Dental, Vision, Life, Retirement
Posted 9 days ago
Job description
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.
- 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.
- 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.
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.
About RMB Capital
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Chicago, IL, US
Year founded
2005