Tax Analyst
Tampa, FL · On-site
... operations and workflows (Back-Office and Middle-Office) along with Knowledge of the supported/related business areas (Equities, Fixed Income, Derivatives, Settlements, Reconciliation). • ...
New
Quick apply
Tampa, FL · On-site
... operations and workflows (Back-Office and Middle-Office) along with Knowledge of the supported/related business areas (Equities, Fixed Income, Derivatives, Settlements, Reconciliation). • ...
New
Quick apply
Tampa, FL · On-site
... operations and workflows (Back-Office and Middle-Office) along with Knowledge of the supported/related business areas (Equities, Fixed Income, Derivatives, Settlements, Reconciliation). • ...
New
Equities, Fixed Income, Derivatives Trade lifecycle (Order → Execution → Settlement) Market ... DevOps Participate in sprint planning, backlog grooming, and retrospectives DevOps & CI/CD ...
Equities, Fixed Income, Derivatives Trade lifecycle (Order → Execution → Settlement) Market ... DevOps Participate in sprint planning, backlog grooming, and retrospectives DevOps & CI/CD ...
Naples, FL · On-site
$20.38 - $36.30/hr
Products managed include a wide variety of active and indexed equity, fixed income, and asset ... Act as a liaison with operations to effectively disseminate information * Participate with various ...
Naples, FL · On-site
$20.38 - $36.30/hr
Products managed include a wide variety of active and indexed equity, fixed income, and asset ... Act as a liaison with operations to effectively disseminate information * Participate with various ...
Tampa, FL · On-site
$49K - $68K/yr
... Operations. We support an extensive range of Capital Markets products and services including Fixed Income (FX, Rates, Credit, Muni, Cash and Derivatives) where Citi is consistently a dominant top 3 ...
Tampa, FL · On-site
$49K - $68K/yr
... Operations. We support an extensive range of Capital Markets products and services including Fixed Income (FX, Rates, Credit, Muni, Cash and Derivatives) where Citi is consistently a dominant top 3 ...
Naples, FL · On-site
$60K - $80K/yr
As a Specialist, Credit Reporting & Analytics, you'll support Schwab Asset Management's Credit Operations team and help enable the Fixed Income Research team's work across credit policy ...
Naples, FL · On-site
$60K - $80K/yr
As a Specialist, Credit Reporting & Analytics, you'll support Schwab Asset Management's Credit Operations team and help enable the Fixed Income Research team's work across credit policy ...
... fixed income, option derivative securities, foreign currencies, hedge funds, real estate, private ... the operations and logistics of a venture; financial and Cash management; and holding investor ...
... fixed income, option derivative securities, foreign currencies, hedge funds, real estate, private ... the operations and logistics of a venture; financial and Cash management; and holding investor ...
... fixed income, option derivative securities, foreign currencies, hedge funds, real estate, private ... the operations and logistics of a venture; financial and Cash management; and holding investor ...
... fixed income, option derivative securities, foreign currencies, hedge funds, real estate, private ... the operations and logistics of a venture; financial and Cash management; and holding investor ...
Miami, FL · On-site
... fixed income, option derivative securities, foreign currencies, hedge funds, real estate, private ... the operations and logistics of a venture; financial and Cash management; and holding investor ...
Miami, FL · On-site
... fixed income, option derivative securities, foreign currencies, hedge funds, real estate, private ... the operations and logistics of a venture; financial and Cash management; and holding investor ...
... fixed income, option derivative securities, foreign currencies, hedge funds, real estate, private ... the operations and logistics of a venture; financial and Cash management; and holding investor ...
... fixed income, option derivative securities, foreign currencies, hedge funds, real estate, private ... the operations and logistics of a venture; financial and Cash management; and holding investor ...
Miami, FL · On-site
... fixed income, option derivative securities, foreign currencies, hedge funds, real estate, private ... the operations and logistics of a venture; financial and Cash management; and holding investor ...
Miami, FL · On-site
... fixed income, option derivative securities, foreign currencies, hedge funds, real estate, private ... the operations and logistics of a venture; financial and Cash management; and holding investor ...
... fixed income, option derivative securities, foreign currencies, hedge funds, real estate, private ... the operations and logistics of a venture; financial and Cash management; and holding investor ...
... fixed income, option derivative securities, foreign currencies, hedge funds, real estate, private ... the operations and logistics of a venture; financial and Cash management; and holding investor ...
... fixed income trades and private investment subscriptions * Perform daily administrative and operational duties that support the FAs, and clients, including direct communication with clients regarding ...
Quick apply
... fixed income trades and private investment subscriptions * Perform daily administrative and operational duties that support the FAs, and clients, including direct communication with clients regarding ...
Tampa, FL · On-site
Knowledge about different asset classes (equity, fixed income, spots, forwards, options, futures ... Experience working with diverse range of financial professionals including operations, trading ...
Tampa, FL · On-site
Knowledge about different asset classes (equity, fixed income, spots, forwards, options, futures ... Experience working with diverse range of financial professionals including operations, trading ...
... fixed income trades and private investment subscriptions * Perform daily administrative and operational duties that support the FAs, and clients, including direct communication with clients regarding ...
Quick apply
... fixed income trades and private investment subscriptions * Perform daily administrative and operational duties that support the FAs, and clients, including direct communication with clients regarding ...
Facilitate coordination with Operations, Legal, Compliance, Credit, Information Technology, Risk ... fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation ...
Facilitate coordination with Operations, Legal, Compliance, Credit, Information Technology, Risk ... fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation ...
... fixed income trades and private investment subscriptions * Perform daily administrative and operational duties that support the FAs, and clients, including direct communication with clients regarding ...
Quick apply
... fixed income trades and private investment subscriptions * Perform daily administrative and operational duties that support the FAs, and clients, including direct communication with clients regarding ...
... operational processes to ensure Citis regulatory obligations are met and sustainable going forward ... Focus on Market Pricing Data (Equities, Fixed Income, Derivative Instruments) supporting Front ...
... operational processes to ensure Citis regulatory obligations are met and sustainable going forward ... Focus on Market Pricing Data (Equities, Fixed Income, Derivative Instruments) supporting Front ...
Responsible for controlling operational and administrative expenses. * Responsible for resolving ... fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation ...
Responsible for controlling operational and administrative expenses. * Responsible for resolving ... fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation ...
Miami, FL · On-site
... operations, statement of changes in shareholders' equity, and statement of cash flows * Ensure investments and securities are accounted for correctly including equities, fixed income, options ...
Miami, FL · On-site
... operations, statement of changes in shareholders' equity, and statement of cash flows * Ensure investments and securities are accounted for correctly including equities, fixed income, options ...
Miami, FL · On-site
... operations, statement of changes in shareholders' equity, and statement of cash flows * Ensure investments and securities are accounted for correctly including equities, fixed income, options ...
Miami, FL · On-site
... operations, statement of changes in shareholders' equity, and statement of cash flows * Ensure investments and securities are accounted for correctly including equities, fixed income, options ...
| Aspect | Fixed Income Operations | Fixed Income Trading |
|---|---|---|
| Primary Focus | Processing, settlement, and back-office functions for fixed income securities | Buying and selling fixed income securities to generate profits |
| Required Skills | Attention to detail, knowledge of settlement processes, compliance | Market analysis, risk management, decision-making |
| Work Environment | Back-office, support teams within financial institutions | Trading floors, front-office desks |
| Certifications | Often requires CFA, FINRA licenses, or similar | Similar 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.

Client Location: Tampa, Florida 33610 Hybrid
Expected Duration:12+ Months, possibility of extension.
Anticipated Start Date: ASAP
Job Description:
Key Responsibilities:
• Support audits by tax authorities and Internal Audit
• Support Technology projects from a tax technical perspective
• Contribute towards departmental requirement to adhere to strict regulatory and compliance requirements per tax authority and Citi policy
• Assist with Regulatory Reporting requirements across FATCA, CRS, 1099 and 1042 as required
• Assist with updating and maintaining operational procedures relating to Tax Information Reporting.
Person Specification:
• Practical experience within the operations tax/asset servicing industry
• Familiarity with securities operations and workflows (Back-Office and Middle-Office) along with Knowledge of the supported/related business areas (Equities, Fixed Income, Derivatives, Settlements, Reconciliation).
• Experience of compiling data, defining, documenting control requirements and detailed procedures.
Skills:
• Basic understanding of U.S. tax information reporting rules applicable to U.S. Persons and non-U.S. Persons
• Basic understanding and working knowledge of IRS Forms W-9 and W-8 and their associated requirements; Forms 1099 and 1042-S
• Excellent communication skills to drive engagement and close interactions with key stakeholders. Provide basic advisory services primarily for internal clients
• Well versed in standard desktop technology with advanced Excel skills.
• Two to three years’ experience in an operations Tax/asset servicing environment.
• Background understanding of CRS and FATCA
• Ability to interact confidently with other divisions, at all levels
• Proactive and questioning nature
• Strong Microsoft Office skills.
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BCforward began as an IT business solutions and staffing firm. Founded in 1998, BCforward has grown with our customers' needs into a full service personnel solutions organization. Headquartered in Indianapolis, Indiana, BCforward also operates numerous delivery centers across North America and India. We are currently the largest consulting firm and largest MBE certified firm in Indiana. Our uninterrupted growth has allowed BCforward to deliver uniquely configured IT staffing and project solutions for over years of catering to our customers' specific needs. BCforward currently maintains a team of over 5000 global resources. With our additional brand, Stafforward, together we have the capabilities to deliver services for a variety of industries in both public and private sectors which allows us to address your most challenging needs.
It services
5,001 - 10,000 Employees
Indianapolis, IN, US
1998