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Fixed Income Operations Jobs in Colorado (NOW HIRING)

Baird

Client Specialist

Denver, CO · On-site

$24.36 - $36.67/hr

... operational support to one or more Financial Advisors. You'll be at the heart of the client ... May enter security orders including stocks, bonds, fixed income, options, annuities and other ...

Robert W Baird & Co

Client Specialist

Denver, CO · On-site

$24.36 - $36.67/hr

... operational support to one or more Financial Advisors. You'll be at the heart of the client ... May enter security orders including stocks, bonds, fixed income, options, annuities and other ...

Crusoe

Treasury Manager

Denver, CO · On-site

... operational feasibility and risk mitigation as the debt portfolio expands. * Support liquidity ... of fixed income * Hands-on experience with interest rate derivatives, hedging strategy development ...

prpa

Treasury Analyst

Fort Collins, CO · Hybrid

Job summary Supports the organization's treasury operations, including the management of ... Six years of experience with relevant treasury (fixed income investments, debt management ...

Mercer Advisors

Senior Research Manager

Denver, CO · On-site +1

Modern Portfolio Theory statistics), with a focus on fixed income, special solutions, and ... operational guidelines. Communication: * Prepare materials and analysis for Mercer Advisors ...

Crusoe

Treasury Manager

Denver, CO · On-site

... operational feasibility and risk mitigation as the debt portfolio expands. * Support liquidity ... of fixed income * Hands-on experience with interest rate derivatives, hedging strategy development ...

Core Talent

Controller - Small Community Bank

Boulder, CO · On-site

$110K - $135K/yr

As a member of the Asset Liability Committee and the Operations, Compliance and IT Committee, the ... Maintain the GL chart of accounts. Reviews income and expense general ledger entries for ...

Core Talent

Controller - Small Community Bank

Aurora, CO · On-site

$110K - $135K/yr

As a member of the Asset Liability Committee and the Operations, Compliance and IT Committee, the ... Maintain the GL chart of accounts. Reviews income and expense general ledger entries for ...

Core Talent

Controller - Small Community Bank

Denver, CO · On-site

$110K - $135K/yr

As a member of the Asset Liability Committee and the Operations, Compliance and IT Committee, the ... Maintain the GL chart of accounts. Reviews income and expense general ledger entries for ...

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Fixed Income Operations information

What are Fixed Income Operations?

Fixed Income Operations refer to the back-office processes and activities that support the trading, settlement, and management of fixed income securities, such as bonds and treasury bills. Professionals in this area ensure the accurate and timely processing of transactions, reconciliation of trades, maintenance of records, and compliance with regulatory requirements. They play a crucial role in mitigating operational risk and supporting the smooth functioning of fixed income markets within financial institutions.

What are some common challenges faced in Fixed Income Operations, and how can new team members effectively navigate them?

In Fixed Income Operations, professionals often deal with high volumes of transactions, tight settlement deadlines, and complex regulatory requirements. New team members may find it challenging to manage multiple priorities while maintaining accuracy and compliance. To navigate these challenges, it's important to develop a strong attention to detail, build proficiency with relevant systems (like trade capture and settlement platforms), and communicate proactively with traders, custodians, and other internal teams. Seeking mentorship and clarifying procedures early on can also help new hires adapt more quickly and efficiently.

What are the key skills and qualifications needed to thrive in Fixed Income Operations, and why are they important?

To thrive in Fixed Income Operations, you need strong analytical abilities, attention to detail, and a foundational understanding of fixed income products and financial markets, often supported by a finance or related degree. Familiarity with trade settlement systems (such as Bloomberg, Calypso, or Murex), Excel, and knowledge of industry regulations is typically required. Excellent organizational skills, effective communication, and problem-solving abilities help professionals manage high transaction volumes and resolve discrepancies efficiently. Mastering these skills ensures accurate trade processing, regulatory compliance, and smooth back-office operations within the fast-paced financial sector.

What is the difference between Fixed Income Operations vs Fixed Income Trading?

AspectFixed Income OperationsFixed Income Trading
Primary FocusProcessing, settlement, and back-office functions for fixed income securitiesBuying and selling fixed income securities to generate profits
Required SkillsAttention to detail, knowledge of settlement processes, complianceMarket analysis, risk management, decision-making
Work EnvironmentBack-office, support teams within financial institutionsTrading floors, front-office desks
CertificationsOften requires CFA, FINRA licenses, or similarSimilar certifications, plus trading-specific licenses

Fixed Income Operations focuses on the processing and settlement of fixed income securities, ensuring smooth back-office functions. Fixed Income Trading involves actively buying and selling securities to capitalize on market movements. While both roles require financial knowledge and certifications like CFA, their daily tasks and work environments differ significantly.

What job categories do people searching Fixed Income Operations jobs in Colorado look for? The top searched job categories for Fixed Income Operations jobs in Colorado are:
Fixed Income Operations jobs near you
Client Specialist

Client Specialist

Baird

Denver, CO • On-site

$24.36 - $36.67/hr

Other

Posted 14 days ago

Baird rating

8.6

Company rating: 8.6 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

Job description

About the Role:
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
  • Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
  • Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
  • Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
  • May schedule client appointments and/or conference room for appointments.
  • Assemble/generate materials including paperwork and reports for client meetings.
  • Understand and ensure business adherence with firm and financial industry regulatory policies.
  • May manage FA and Team's social media presence (website, LinkedIn, X, etc.).
  • Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
  • May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
  • Seek ways to enhance FA(s) business effectiveness and marketability.
  • Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
  • May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
  • May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
  • Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.

What You'll Bring to Baird:
  • 2+ years of prior industry and/or administrative work experience.
  • Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
  • Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
  • Detail oriented with an emphasis on accuracy.
  • Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
  • Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
  • Good analytical and critical problem-solving skills.
  • Bachelor's degree preferred, not required.
Compensation and Benefits:
  • $24.36 -$36.67 hourly rate
  • Bonus potential up to 8.5% of base pay
  • Compensation and bonus are commensurate with experience, performance and/or firm profitability
  • You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.

Accepting applications on a rolling basis.
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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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