ZipRecruiter

Log In

1

Fixed Income Trading Assistant Jobs in Florida (NOW HIRING)

PIMCO

Account Analyst - Latin America

Miami, FL · On-site

PIMCO is a global leader in active fixed income with deep expertise across public and private ... and Portfolio Managers and Trade Assistants. * PIMCO Fund Operations Group * Current and ...

PIMCO

Account Analyst - Latin America

Miami, FL

PIMCO is a global leader in active fixed income with deep expertise across public and private ... and Portfolio Managers and Trade Assistants. * PIMCO Fund Operations Group * Current and ...

next page

Showing results 1-20

All JobsFixed Income Trading JobsFixed Income Trading Assistant JobsFixed Income Trading Assistant Jobs in Florida

Fixed Income Trading Assistant information

How does a Fixed Income Trading Assistant typically support traders during fast-paced market activity?

A Fixed Income Trading Assistant plays a vital role in ensuring smooth trade execution by handling trade bookings, reconciling discrepancies, and managing real-time data entry during busy market periods. They often monitor multiple communication channels, coordinate with back-office and compliance teams, and help traders manage risk by providing timely updates on trade statuses. This fast-paced environment requires strong attention to detail and the ability to prioritize tasks quickly, as errors can have significant financial impacts.

What are the key skills and qualifications needed to thrive as a Fixed Income Trading Assistant, and why are they important?

To thrive as a Fixed Income Trading Assistant, you need strong analytical skills, attention to detail, and a solid understanding of financial markets, typically supported by a degree in finance, economics, or a related field. Familiarity with trading platforms (like Bloomberg or Tradeweb), proficiency in Excel, and sometimes FINRA licenses such as Series 7 or 63 are commonly required. Excellent communication, organizational skills, and the ability to work efficiently under pressure are valuable soft skills in this role. These skills and qualifications ensure accuracy in trade execution, effective support for traders, and reduced operational risk in a fast-paced trading environment.

What is a Fixed Income Trading Assistant?

A Fixed Income Trading Assistant supports traders who buy and sell fixed income securities such as bonds, treasury notes, and other debt instruments. They are responsible for trade execution support, trade booking, monitoring settlements, and ensuring compliance with regulations. Their role also includes handling administrative tasks, preparing reports, and communicating with other departments to ensure smooth trading operations. This position requires strong analytical skills, attention to detail, and knowledge of financial markets, especially in the fixed income sector.

What is the difference between Fixed Income Trading Assistant vs Fixed Income Analyst?

AspectFixed Income Trading AssistantFixed Income Analyst
CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like CFA are a plusRequires a bachelor's degree; CFA or similar certifications often preferred
Work EnvironmentSupports trading desks, works closely with traders, fast-paced environmentAnalyzes market data, prepares reports, more research-focused
Employer & Industry UsageUsed in investment banks, asset management firms, trading desksFound in asset management firms, investment banks, research institutions

The main difference is that Fixed Income Trading Assistants support trading activities and execute orders, while Fixed Income Analysts focus on market research and analysis. Both roles require similar educational backgrounds and certifications, but their daily tasks and work environments differ significantly.

What are popular job titles related to Fixed Income Trading Assistant jobs in Florida? For Fixed Income Trading Assistant jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Fixed Income Trading Assistant jobs in Florida look for? The top searched job categories for Fixed Income Trading Assistant jobs in Florida are:
What cities in Florida are hiring for Fixed Income Trading Assistant jobs? Cities in Florida with the most Fixed Income Trading Assistant job openings:
Fixed Income Trading Assistant jobs near you
Sr. Commercial Associate

Sr. Commercial Associate

Larch Capital Partners Llc

Miami, FL • On-site

Full-time

Posted 12 days ago

Job description

WHO WE ARE: 

Larch Capital Partners is a SEC registered investment advisory firm focused on providing multi-family office services to ultra-high-net-worth individuals mostly from Latin America.
 
We are a collaborative organization with a collegial, creative and very dynamic work environment. We value high performance, teamwork, accountability, initiative, transparency, flexibility, independence and very high ethical standards.
 
Your role (Senior Commercial Associate)
Reporting directly to Financial Advisors, the Senior Commercial Associate is in charge of supporting the commercial activities of the Financial Advisors as well as interacting directly with clients during the FAs’ absences.
This role embraces the following duties and responsibilities:
 
  • Interacting with designated clients under the guidance of the FAs 
  • Keep management systems up to date with client information
  • Responsible for client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures
  • Interface directly with clients and investment team to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, 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 money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
  • Assist with the preparation of reports and other materials for client meetings
  • Collecting and organizing clients’ background information for KYC purposes and preparing Compliance forms.
  • Provide the team with a detailed calendar of activities
 
 
Your team
 
You will be working with a financial advisor that services clients in South America and US.
 
Required Knowledge, Skills and Abilities
 
  • Solid Microsoft Office capabilities, particularly Excel.
  • Fluency in English and Portuguese. Spanish is a plus.
  • Series 65 required or obtain within 180 days from start date
  • At least 6 years of experience in client service, within the finance sector.
 
 
Preferred Qualifications
 
  • College degree in Business, Finance, or Economic
  • Professional experience in a similar role (private banking or broker-dealer industry) is a plus.
  • Excellent interpersonal communication and presentation skills.
  • Full understanding of financial markets.
  • Excellent sense of priorities, strong organizational skills, meticulous.
  • Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment 
  • Able to adapt and stay abreast of changing technology and regulatory policies 
  • Experience with Salesforce and Addepar are a plus.