Position Summary The Associate Client Advisor will be an integral member of the TRB Trust amp ... Contribute to the decision-making process on complex fixed income portfolios, particularly for ...
Position Summary The Associate Client Advisor will be an integral member of the TRB Trust amp ... Contribute to the decision-making process on complex fixed income portfolios, particularly for ...
Position Summary The Associate Client Advisor will be an integral member of the TRB Trust & Wealth ... Contribute to the decision-making process on complex fixed income portfolios, particularly for ...
Position Summary The Associate Client Advisor will be an integral member of the TRB Trust & Wealth ... Contribute to the decision-making process on complex fixed income portfolios, particularly for ...
Position Summary The Associate Client Advisor will be an integral member of the TRB Trust & Wealth ... Contribute to the decision-making process on complex fixed income portfolios, particularly for ...
Position Summary The Associate Client Advisor will be an integral member of the TRB Trust & Wealth ... Contribute to the decision-making process on complex fixed income portfolios, particularly for ...
Prime Services Analyst / Associate Prime Services delivers financing, clearing, and risk management solutions to hedge funds, institutional investors, and broker-dealers across equities, fixed income ...
Prime Services Analyst / Associate Prime Services delivers financing, clearing, and risk management solutions to hedge funds, institutional investors, and broker-dealers across equities, fixed income ...
FS/Product Owner- Loan Pricing and Securitization, Capital Market- Infosys Consulting
Dallas, TX · On-site
... Associate - Business Consulting to join their Capital Markets transformation team. The role ... fixed income valuation processes. • Strong understanding of mortgage-backed securities ...
FS/Product Owner- Loan Pricing and Securitization, Capital Market- Infosys Consulting
Dallas, TX · On-site
... Associate - Business Consulting to join their Capital Markets transformation team. The role ... fixed income valuation processes. • Strong understanding of mortgage-backed securities ...
Underwriter, Sr
Dallas, TX · On-site
$97K - $115K/yr
... associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.HilltopSecurities' Fixed Income department has over 2,000 ...
Underwriter, Sr
Dallas, TX · On-site
$97K - $115K/yr
... associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.HilltopSecurities' Fixed Income department has over 2,000 ...
... fixed income, derivatives, and OTC markets. Analysts and Associates serve as the primary point of ... contact for CFOs, COOs, accounting and operations professionals at these clients managing client ...
... fixed income, derivatives, and OTC markets. Analysts and Associates serve as the primary point of ... contact for CFOs, COOs, accounting and operations professionals at these clients managing client ...
... fixed income, derivatives, and OTC markets. Analysts and Associates serve as the primary point of ... contact for CFOs, COOs, accounting and operations professionals at these clients managing client ...
... fixed income, derivatives, and OTC markets. Analysts and Associates serve as the primary point of ... contact for CFOs, COOs, accounting and operations professionals at these clients managing client ...
... fixed income, derivatives, and OTC markets. Analysts and Associates serve as the primary point of ... contact for CFOs, COOs, accounting and operations professionals at these clients managing client ...
... fixed income, derivatives, and OTC markets. Analysts and Associates serve as the primary point of ... contact for CFOs, COOs, accounting and operations professionals at these clients managing client ...
... fixed income, derivatives, and OTC markets. Analysts and Associates serve as the primary point of ... contact for CFOs, COOs, accounting and operations professionals at these clients managing client ...
... fixed income, derivatives, and OTC markets. Analysts and Associates serve as the primary point of ... contact for CFOs, COOs, accounting and operations professionals at these clients managing client ...
... fixed income, derivatives, and OTC markets. Analysts and Associates serve as the primary point of ... contact for CFOs, COOs, accounting and operations professionals at these clients managing client ...
... fixed income, derivatives, and OTC markets. Analysts and Associates serve as the primary point of ... contact for CFOs, COOs, accounting and operations professionals at these clients managing client ...
FS/Product Owner- Loan Pricing and Securitization, Capital Market- Infosys Consulting
Dallas, TX · On-site
Job details Job Role Senior Associate - Business Consulting Work Location Dallas, TX, Reston, VA ... or fixed income valuation processes. * Strong understanding of mortgage-backed securities ...
FS/Product Owner- Loan Pricing and Securitization, Capital Market- Infosys Consulting
Dallas, TX · On-site
Job details Job Role Senior Associate - Business Consulting Work Location Dallas, TX, Reston, VA ... or fixed income valuation processes. * Strong understanding of mortgage-backed securities ...
FS/Product Owner- Loan Pricing and Securitization, Capital Market- Infosys Consulting
Dallas, TX · On-site
Job details Job Role Senior Associate - Business Consulting Work Location Dallas, TX, Reston, VA ... or fixed income valuation processes. * Strong understanding of mortgage-backed securities ...
FS/Product Owner- Loan Pricing and Securitization, Capital Market- Infosys Consulting
Dallas, TX · On-site
Job details Job Role Senior Associate - Business Consulting Work Location Dallas, TX, Reston, VA ... or fixed income valuation processes. * Strong understanding of mortgage-backed securities ...
PIMCO is a global leader in active fixed income with deep expertise across public and private ... Position Description We are seeking an Associate to join our Fund Governance team. This team plays ...
PIMCO is a global leader in active fixed income with deep expertise across public and private ... Position Description We are seeking an Associate to join our Fund Governance team. This team plays ...
PIMCO is a global leader in active fixed income with deep expertise across public and private ... Position Description We are seeking a Senior Associate, Alternative Operations, to support the firm ...
PIMCO is a global leader in active fixed income with deep expertise across public and private ... Position Description We are seeking a Senior Associate, Alternative Operations, to support the firm ...
Associate, Cash Desk Management
Austin, TX · On-site
PIMCO is a global leader in active fixed income with deep expertise across public and private ... This role is well suited for an Associate with strong analytical and technical skills who is ...
Associate, Cash Desk Management
Austin, TX · On-site
PIMCO is a global leader in active fixed income with deep expertise across public and private ... This role is well suited for an Associate with strong analytical and technical skills who is ...
Associate, Cash Desk Management
Austin, TX · On-site
PIMCO is a global leader in active fixed income with deep expertise across public and private ... This role is well suited for an Associate with strong analytical and technical skills who is ...
Associate, Cash Desk Management
Austin, TX · On-site
PIMCO is a global leader in active fixed income with deep expertise across public and private ... This role is well suited for an Associate with strong analytical and technical skills who is ...
... fixed income instruments and evaluating risk/reward trade offs; applying market risk methodologies including VaR, expected shortfall, confidence levels, Monte Carlo simulations, back testing, RWAs ...
... fixed income instruments and evaluating risk/reward trade offs; applying market risk methodologies including VaR, expected shortfall, confidence levels, Monte Carlo simulations, back testing, RWAs ...
... fixed income instruments and evaluating risk/reward trade offs; applying market risk methodologies including VaR, expected shortfall, confidence levels, Monte Carlo simulations, back testing, RWAs ...
... fixed income instruments and evaluating risk/reward trade offs; applying market risk methodologies including VaR, expected shortfall, confidence levels, Monte Carlo simulations, back testing, RWAs ...
... fixed income instruments and evaluating risk/reward trade offs; applying market risk methodologies including VaR, expected shortfall, confidence levels, Monte Carlo simulations, back testing, RWAs ...
... fixed income instruments and evaluating risk/reward trade offs; applying market risk methodologies including VaR, expected shortfall, confidence levels, Monte Carlo simulations, back testing, RWAs ...
Fixed Income Associate information
See Texas salary details
$7.39 - $9.18
2% of jobs
$9.18 - $10.97
13% of jobs
$12.03 is the 25th percentile. Wages below this are outliers.
$10.97 - $12.77
18% of jobs
The median wage is $13.75 / hr.
$12.77 - $14.56
32% of jobs
$15.75 is the 75th percentile. Wages above this are outliers.
$14.56 - $16.35
16% of jobs
$16.35 - $18.14
11% of jobs
$18.14 - $19.93
4% of jobs
$19.93 - $21.72
1% of jobs
$21.72 - $23.51
1% of jobs
$23.51 - $25.31
1% of jobs
$25.31 - $27.10
1% of jobs
$7
$15
$27
How much do fixed income associate jobs pay per hour?
What is the difference between Fixed Income Associate vs Equity Research Associate?
| Aspect | Fixed Income Associate | Equity Research Associate |
|---|---|---|
| Required Credentials | Bachelor's degree, often CFA Level I or II | Bachelor's degree, often CFA Level I or II |
| Work Environment | Bond markets, fixed income securities, investment banks, asset managers | Stock markets, equity securities, investment banks, asset managers |
| Employer & Industry Usage | Financial institutions focusing on bonds and debt instruments | Research firms, investment banks analyzing stocks |
| Common Search & Comparison | Yes | Yes |
The main difference between a Fixed Income Associate and an Equity Research Associate lies in the securities they analyze and their work focus. Fixed Income Associates specialize in bonds and debt instruments, working primarily in bond markets and related financial institutions. Equity Research Associates focus on stocks and equity securities, analyzing companies' stock performance. Both roles require similar educational backgrounds and certifications, but their industry focus and daily tasks differ significantly.
What does a Fixed Income Associate do?
What are the key skills and qualifications needed to thrive as a Fixed Income Associate, and why are they important?
What are some common challenges Fixed Income Associates face when analyzing market trends, and how can they address them?
Job description
The Associate Client Advisor will be an integral member of the TRB Trust amp; Wealth Management team. In this role, the Associate Client Advisor will be a financial planner and holistic advisor that is passionate about helping individuals and families make good financial decisions through comprehensive analysis that leaves no stone unturned. The Associate Client Advisor will work alongside TRB investment professionals and trust officers in delivering excellent client service. Areas of expertise would cover financial planning fintech, cash flow, asset location, spending priority, benefit elections, executive compensation, retirement, healthcare, monte carlo analysis, goals-based planning, etc. The associate will be expected to develop and implement a holistic financial planning process for high-net-worth TRB Trust amp; Wealth Management clients. Additionally, the associate will be expected to contribute to a wide variety of special projects with functional oversight by the Senior Client Advisor, the Chief Investment Officer, Chief Operating Officer and other senior members of the TRB Trust amp; Wealth Management team.
Principal Duties and Responsibilities
- Expected to develop and implement a holistic financial planning process for high-net-worth TRB Trust amp; Wealth Management clients.
- Gather information from many different places and organize it into digestible takeaways that help clients of many different backgrounds make informed decisions and help the overall TRB investment team make appropriate asset allocation recommendations.
- Contribute to the decision-making process on complex fixed income portfolios, particularly for public entity clients.
- Learn and stay updated on current developments within financial planning, including the income and transfer tax landscape, and how to best scale an advice-driven framework within our division.
- Expected to support other members of the applicable service team in responding to client requests, preparing for meetings, and conducting research and analysis to ensure our advice across the spectrum is timely, accurate and customized when necessary. Occasionally, this may involve working with clients in TRB regions outside of Houston.
- Comfortable with taking large amounts of data and synthesizing it into information that can drive decisions, give color to a client’s goals and behavior, and integrate with applicable financial planning fintech (eMoney, Right Capital, etc.).
- Expected to feel comfortable with prospective clients and help develop new business and build the brand for TRB Trust amp; Wealth Management and Texas Regional Bank generally.
- Handle sensitive, confidential, proprietary information with discretion
- Travel to various bank branches on a recurring basis to educate local branches about services available to clients
- Travel to bank branches and/or client sites to serve existing clients as well as to develop new client relationships
- Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
- Comply with federal and state regulations as well as all established Bank policies and procedures.
- Other duties as assigned.
- Bachelor’s degree in business, finance concentration preferred, economics or related field. Asset/wealth management experience preferred.
- At least 2 years of professional experience in financial analysis, accounting, or other advisory tax or wealth management role.
- Must have or be willing to work towards the Certified Financial Planner (CFP®) designation.
- CPA preferred.
- Experience with fixed income markets preferred.
- Dedicated to continually learning and developing new skills and expertise.
- Strong organization and time-management skills.
- Team player with excellent communication skills both written and verbal.
- Flexibility, professionalism, ability to work under pressure and perform a variety of tasks with numerous interruptions is necessary.
- Positive attitude, self-motivator, goal-oriented with the ability to foster strong relationships.
- Enjoys identifying efficiency through technology and innovation.
- Must have excellent analysis, observation, and decision-making skills.
- Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned.
- Excellent interpersonal and communication skills are necessary for maintaining effective relationships with clients, board members, officers, employees, and members of the business and civic community.
- Individual should be able to work and remain composed in stressful circumstances.
- Provides strong, compassionate, and visible leadership, which fosters positive attitudes and trust among employees, customers, and prospects.
- Strong interest and knowledge of investment and financial markets.
- Knowledge of wealth management including investments, trusts and financial planning.
- Ability to work in a team-based environment.
- Microsoft Suite of applications proficiency.
- Must be able to be physically present in the Bank to perform job duties.
- Texas Regional Bank is an Equal Opportunity Employer.
About Texas Regional Bank
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
51 - 200 Employees
Headquarters location
Denton, TX, US
Year founded
2008