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Fixed Income Middle Office Jobs in Ohio (NOW HIRING)

Meeder Investment Management

Credit Analyst

Dublin, OH · On-site

The short term and fixed income portfolios include money market funds, local government investment ... Advanced knowledge of Microsoft Office products. * Strong presentation skills to a diversified ...

Meeder Investment Management

Credit Analyst

Dublin, OH · On-site

The short term and fixed income portfolios include money market funds, local government investment ... Advanced knowledge of Microsoft Office products. * Strong presentation skills to a diversified ...

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Fixed Income Middle Office information

What is a fixed income middle office?

A Fixed Income Middle Office is a team or function within a financial institution that acts as a bridge between the front office (trading, sales) and the back office (settlements, accounting) for fixed income products such as bonds and other debt securities. Their primary responsibilities include trade support, risk management, trade confirmation, position reconciliation, and ensuring compliance with regulations. By managing these processes, the Fixed Income Middle Office helps to reduce operational risk, ensure accurate trade capture, and support the smooth functioning of fixed income trading activities.

What are the key skills and qualifications needed to thrive as a fixed income middle office professional?

To thrive as a Fixed Income Middle Office professional, strong analytical skills, attention to detail, and a background in finance or economics are essential, often supported by a bachelor’s degree. Familiarity with trade capture systems (such as Murex or Bloomberg), risk management tools, and knowledge of regulatory frameworks are typically required. Exceptional problem-solving abilities, communication, and the capacity to manage multiple priorities help individuals excel in this role. These skills ensure accurate trade processing, risk mitigation, and efficient coordination between front and back office teams, which are critical for smooth operations in fixed income markets.

What are some common challenges faced in a fixed income middle office role and how can they be managed?

One of the main challenges in a Fixed Income Middle Office position is ensuring accurate trade capture and timely resolution of trade breaks between front office, back office, and counterparties. This often requires strong attention to detail and effective communication skills, as you will need to coordinate with multiple teams to reconcile discrepancies and manage settlements. Adapting to frequent regulatory updates and sophisticated financial products can also be demanding, so ongoing learning and process improvement are key. Building strong relationships across departments helps streamline issue resolution and supports operational efficiency.

What is the difference between Fixed Income Middle Office vs Fixed Income Operations Analyst?

AspectFixed Income Middle OfficeFixed Income Operations Analyst
ResponsibilitiesRisk management, trade support, reconciliation, and reporting for fixed income securitiesProcessing transactions, settlement, and ensuring trade accuracy in fixed income securities
Required SkillsKnowledge of fixed income products, risk systems, and reporting toolsTrade processing, settlement procedures, and operational systems
Work EnvironmentCollaborates with traders, risk managers, and compliance teamsFocuses on transaction processing and back-office functions
Common CertificationsFRM, CFA, or similarNone typically required, but certifications like CFA are beneficial

While both roles support fixed income trading activities, the Fixed Income Middle Office focuses on risk management, trade validation, and reporting, whereas the Fixed Income Operations Analyst handles transaction processing and settlement. The middle office role is more analytical and strategic, often requiring risk certifications, while operations are more process-oriented and transactional.

What are popular job titles related to Fixed Income Middle Office jobs in Ohio?

For Fixed Income Middle Office jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Fixed Income Middle Office jobs in Ohio look for?

The top searched job categories for Fixed Income Middle Office jobs in Ohio are:

What cities in Ohio are hiring for Fixed Income Middle Office jobs?

Cities in Ohio with the most Fixed Income Middle Office job openings:

Fixed Income Middle Office jobs near you
Infographic showing various Fixed Income Middle Office job openings in Ohio as of August 2026, with employment types broken down into 100% Full Time. Highlights an 70% In-person, 20% Hybrid, and 10% Remote job distribution.

Client Service Associate (Pickerington, OH)

Oppenheimer & Co. Inc.

Beachwood, OH • On-site

Full-time

Posted 4 days ago

Job description

Who We Are:

Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Job Description

The firm is seeking a Client Service Associate to join our Private Client Division in Beachwood, OH. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.

Responsibilities

  • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
  • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
  • Learn to utilize research and technical support tools
  • Produce quality analytical reports using various software programs
  • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
  • Act with integrity and respect in all situations
  • Cultivate and grow existing client relationships
  • Assist with marketing efforts and plan client events
  • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
  • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
  • Local office interaction with other support members, Financial Advisors and Management

Skills/Requirements

  • Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66)
  • Bachelor’s preferred
  • 1-2 years financial services/fixed Income experience would be highly beneficial
  • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs
  • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
  • Must be able to maintain the highest level of confidentiality
  • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
  • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
  • Able to meet designated deadlines and work effectively in a pressurized environment under time constraints
  • Demonstrate the ability to handle multiple tasks to completion with little or no supervision