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Fixed Income Derivatives Jobs in California (NOW HIRING)

The Rockridge Group

Fund Administrator

Concord, CA · On-site

$75K - $103K/yr

... exotic fixed income and/or derivative securities; * Organize and maintain supporting documentation for all valuation actions and decisions for the proprietary mutual fund families, including ...

BTIG

Compliance Officer, Analyst

San Francisco, CA · On-site

$60K - $75K/yr

BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm's core capabilities include global execution, portfolio ...

The TCW Group

Risk Lead

Los Angeles, CA · On-site

$200K - $250K/yr

Proven track record of managing risk across multiple asset classes (fixed income, equities, derivatives). Technical Expertise : * Strong knowledge of portfolio risk analytics, including VaR, stress ...

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Fixed Income Derivatives information

What is fixed income derivatives?

Fixed income derivatives are financial contracts whose value is derived from underlying fixed income securities, such as bonds or interest rates. Common examples include interest rate swaps, credit default swaps, and bond futures. These instruments are used by investors and institutions to manage risk, hedge exposures, or speculate on movements in interest rates and credit spreads. They play a crucial role in modern financial markets by providing tools for risk management and price discovery.

What are some common challenges faced when working in fixed income derivatives, and how can candidates prepare for them?

Professionals in Fixed Income Derivatives often face challenges related to rapidly changing market conditions, complex valuation models, and regulatory requirements. To succeed, candidates should be comfortable with quantitative analysis, stay updated on market trends, and be proactive in learning about new regulatory changes. Collaboration with traders, risk managers, and IT teams is essential for managing risk and developing effective strategies. Gaining hands-on experience with relevant pricing tools and maintaining strong communication skills will help you thrive in this fast-paced environment.

What are the key skills and qualifications needed to thrive as a fixed income derivatives specialist, and why are they important?

To excel as a Fixed Income Derivatives Specialist, you need a strong background in finance, quantitative analysis, and risk management, often supported by a relevant degree such as finance, mathematics, or economics. Familiarity with financial modeling tools like Excel, Bloomberg Terminal, and programming languages such as Python or VBA is highly valuable, as are certifications like CFA or FRM. Exceptional analytical thinking, attention to detail, and effective communication skills set top performers apart in this field. These capabilities are crucial for accurately pricing derivatives, managing risk exposures, and making informed trading or investment decisions in a complex, fast-moving market.

What is the difference between Fixed Income Derivatives vs Fixed Income Analysts?

AspectFixed Income DerivativesFixed Income Analysts
Primary FocusDeveloping, pricing, and managing derivatives tied to fixed income securitiesAnalyzing fixed income securities and market trends to provide investment insights
Required SkillsQuantitative analysis, derivatives pricing, risk managementCredit analysis, market research, financial modeling
Work EnvironmentTrading desks, risk management teams, investment banksResearch departments, asset management firms, banks
CertificationsFRM, CFA, derivatives certificationsCFA, CPA, or related financial certifications

Fixed Income Derivatives professionals focus on creating and managing derivative products linked to fixed income securities, emphasizing quantitative skills and risk management. Fixed Income Analysts primarily analyze securities and market data to guide investment decisions. While both roles require strong financial knowledge, derivatives specialists are more involved in product development and trading, whereas analysts focus on research and valuation.

What are popular job titles related to Fixed Income Derivatives jobs in California?

For Fixed Income Derivatives jobs in California, the most frequently searched job titles are:

What job categories do people searching Fixed Income Derivatives jobs in California look for?

The top searched job categories for Fixed Income Derivatives jobs in California are:

What cities in California are hiring for Fixed Income Derivatives jobs?

Cities in California with the most Fixed Income Derivatives job openings:

Fixed Income Derivatives jobs near you
Infographic showing various Fixed Income Derivatives job openings in California as of August 2026, with employment types broken down into 66% Full Time, 32% Part Time, and 2% Contract. Highlights an 67% Physical, 1% Hybrid, and 32% Remote job distribution.

Tax Senior, Tax Analysis & Debt Investments

Deloitte

Los Angeles, CA

$125K - $125K/yr

Full-time

Re-posted 28 days ago

Deloitte rating

8.2

Company rating: 8.2 out of 10

Based on 93 frontline employees who took The Breakroom Quiz

45th of 151 rated financial services

Job description

Interested in taking your tax and business experience to a whole new level? Want to work with some of the leading hedge and private equity firms, insurance companies, and banks in the world? Want to be on a team with some of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This is the place for you!

The Team

National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, marketplace needs, or a technological innovation - all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries.

One of our fast-growing, unique service offerings is our Tax Analysis & Information Reporting for Debt Investments (TARDI) practice. Those pursuing investment opportunities in corporate/government debt, MBS, and ABS markets are consistently challenged to properly address the tax planning and compliance that can apply. This quickly becomes a task that is often heavily dependent upon effective data management and a knowledge of financial products and tax principles. Through a combination of tools developed by Deloitte's Securitization and Partnerships Solutions practices, we can assist with the complex tax and reporting needs of large portfolios of fixed income investments.

Work You'll Do

As a Senior in this group, you will manage relationships, ensure timely reporting of milestone and dependency status, monitor risks and issues to escalate, and execute day-to-day management activities. You'll oversee asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, preparation and/or review of debt taxable income reports, communicating with clients, their servicers and/or administrators and lead client resources. Specific responsibilities of the PSG - TARDI team include: 

  • Calculate and/or review taxable income on debt investments including OID, market discount, premium, gain / loss, tax basis, and other items using Deloitte's proprietary TARDI software and tools.
  • Calculate and/or review taxable income on equity and derivative investments including wash sales, QDI & DRD, REIT & RIC reallocations, PFICs, constructive sales, straddles, section 1256, swaps, and other items using Deloitte's proprietary security trading analysis platform. 
  • Leverage proprietary software, third party data providers, and credit agreements to research asset level debt origination terms for corporate bond portfolios, mortgage-backed security portfolios, and mortgage loan pools.
  • Maintain, enhance, and provide production support for Deloitte's proprietary regulated investment company tax compliance platform. 
  • Lead client engagement: communicate with client and/or internal tax teams, manage and support professionals on our team, develop a game plan to execute on the client engagement and review deliverables.
  • Perform tax research to address tax technical issues that arise related to debt investment related transactions. Train younger professionals on the technical issues that are applicable in our business.
  • Develop requirements for system enhancements and ongoing testing of system calculations, processes, and reporting.
  • Support pursuit of new client opportunities through review of prospective client debt holdings, development of marketing decks, and analysis of industry public filings.
  • Work within a team and supporting and mentoring junior staff.

Qualifications 

Required:

  • Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
  • 3+ years of full-time professional experience
  • Bachelor's degree in accounting, finance, MIS, or related field required
  • Practical knowledge in equity and fixed income financial products, income tax principles, debt instruments, RIC taxation, hedge fund taxation, and project management.
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available
  • One of the following active accreditations obtained, in process, or willing and able to obtain:
    • Licensed CPA in State of Practice/Primary Office if eligible to sit for the CPA
    • If not CPA eligible:
      • Licensed Attorney
      • Enrolled Agent
      • Certifications:
        • Project Management Professional (PMP)
        • Chartered Financial Advisor (CFA) 

Preferred:

  • Advanced degree in Accounting, Finance, LLM or other applicable degree
  • Big 4 experience or equivalent
  • Data Analytics experience and solid technology skills 
  • Proven problem-solving capabilities
  • Experience serving clients or directly working within the financial services industry
  • Solid experience in financial system design and implementation
  • Background in financial portfolio review, regulatory reporting and bond administration
For individuals assigned and/or hired to work in New York City, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to New York City and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $96,450, - $160,750

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Qualifications:

Interested in taking your tax and business experience to a whole new level? Want to work with some of the leading hedge and private equity firms, insurance companies, and banks in the world? Want to be on a team with some of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This is the place for you!

The Team

National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, marketplace needs, or a technological innovation - all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries.

One of our fast-growing, unique service offerings is our Tax Analysis & Information Reporting for Debt Investments (TARDI) practice. Those pursuing investment opportunities in corporate/government debt, MBS, and ABS markets are consistently challenged to properly address the tax planning and compliance that can apply. This quickly becomes a task that is often heavily dependent upon effective data management and a knowledge of financial products and tax principles. Through a combination of tools developed by Deloitte's Securitization and Partnerships Solutions practices, we can assist with the complex tax and reporting needs of large portfolios of fixed income investments.

Work You'll Do

As a Senior in this group, you will manage relationships, ensure timely reporting of milestone and dependency status, monitor risks and issues to escalate, and execute day-to-day management activities. You'll oversee asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, preparation and/or review of debt taxable income reports, communicating with clients, their servicers and/or administrators and lead client resources. Specific responsibilities of the PSG - TARDI team include: 

  • Calculate and/or review taxable income on debt investments including OID, market discount, premium, gain / loss, tax basis, and other items using Deloitte's proprietary TARDI software and tools.
  • Calculate and/or review taxable income on equity and derivative investments including wash sales, QDI & DRD, REIT & RIC reallocations, PFICs, constructive sales, straddles, section 1256, swaps, and other items using Deloitte's proprietary security trading analysis platform. 
  • Leverage proprietary software, third party data providers, and credit agreements to research asset level debt origination terms for corporate bond portfolios, mortgage-backed security portfolios, and mortgage loan pools.
  • Maintain, enhance, and provide production support for Deloitte's proprietary regulated investment company tax compliance platform. 
  • Lead client engagement: communicate with client and/or internal tax teams, manage and support professionals on our team, develop a game plan to execute on the client engagement and review deliverables.
  • Perform tax research to address tax technical issues that arise related to debt investment related transactions. Train younger professionals on the technical issues that are applicable in our business.
  • Develop requirements for system enhancements and ongoing testing of system calculations, processes, and reporting.
  • Support pursuit of new client opportunities through review of prospective client debt holdings, development of marketing decks, and analysis of industry public filings.
  • Work within a team and supporting and mentoring junior staff.

Qualifications 

Required:

  • Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
  • 3+ years of full-time professional experience
  • Bachelor's degree in accounting, finance, MIS, or related field required
  • Practical knowledge in equity and fixed income financial products, income tax principles, debt instruments, RIC taxation, hedge fund taxation, and project management.
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available
  • One of the following active accreditations obtained, in process, or willing and able to obtain:
    • Licensed CPA in State of Practice/Primary Office if eligible to sit for the CPA
    • If not CPA eligible:
      • Licensed Attorney
      • Enrolled Agent
      • Certifications:
        • Project Management Professional (PMP)
        • Chartered Financial Advisor (CFA) 

Preferred:

  • Advanced degree in Accounting, Finance, LLM or other applicable degree
  • Big 4 experience or equivalent
  • Data Analytics experience and solid technology skills 
  • Proven problem-solving capabilities
  • Experience serving clients or directly working within the financial services industry
  • Solid experience in financial system design and implementation
  • Background in financial portfolio review, regulatory reporting and bond administration
For individuals assigned and/or hired to work in New York City, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to New York City and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $96,450, - $160,750

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Education:Bachelor's DegreeEmployment Type:

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