... trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The firm is ...
... trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The firm is ...
Trade Settlements Analyst
Tampa, FL ยท On-site
Strong understanding of financial markets and an interest in investing or trading * Knowledge about different asset classes (equity, fixed income, repos, spots, forwards, options, futures, swaps ...
Trade Settlements Analyst
Tampa, FL ยท On-site
Strong understanding of financial markets and an interest in investing or trading * Knowledge about different asset classes (equity, fixed income, repos, spots, forwards, options, futures, swaps ...
Trader I
Coral Gables, FL ยท On-site
Junior Trader ESSENTIALS OF THE JOB Accountability Responsible for the firm's execution function related to all non-Pershing trades, mainly fixed income. Other execution responsibilities may include ...
Trader I
Coral Gables, FL ยท On-site
Junior Trader ESSENTIALS OF THE JOB Accountability Responsible for the firm's execution function related to all non-Pershing trades, mainly fixed income. Other execution responsibilities may include ...
Quantitative Trader - Intern (US)
$112.50 - $145/hr
... Fixed Income, Commodities and Currencies. As an intern, you'll get to challenge the impossible in trading and research through a summer-long program that will allow you to collaborate and connect ...
Quantitative Trader - Intern (US)
$112.50 - $145/hr
... Fixed Income, Commodities and Currencies. As an intern, you'll get to challenge the impossible in trading and research through a summer-long program that will allow you to collaborate and connect ...
Quantitative Trader - Intern (US)
Miami, FL ยท On-site
$4.5K - $5.8K/wk
... Fixed Income, Commodities and Currencies. As an intern, you'll get to challenge the impossible in trading and research through a summer-long program that will allow you to collaborate and connect ...
Quantitative Trader - Intern (US)
Miami, FL ยท On-site
$4.5K - $5.8K/wk
... Fixed Income, Commodities and Currencies. As an intern, you'll get to challenge the impossible in trading and research through a summer-long program that will allow you to collaborate and connect ...
Premium Elite Relationship Manager
Jacksonville, FL ยท On-site
$75K - $90K/yr
Demonstrates knowledge of trading mechanics, fixed income, options, margin, and margin regulations * Executes a disciplined approach to all business development strategies and goals to achieve ...
Premium Elite Relationship Manager
Jacksonville, FL ยท On-site
$75K - $90K/yr
Demonstrates knowledge of trading mechanics, fixed income, options, margin, and margin regulations * Executes a disciplined approach to all business development strategies and goals to achieve ...
$4.3K - $4.8K/wk
We provide institutional and retail investors with the liquidity they need to trade a broad array of equity and fixed income products in any market condition. The brightest minds in finance, science ...
$4.3K - $4.8K/wk
We provide institutional and retail investors with the liquidity they need to trade a broad array of equity and fixed income products in any market condition. The brightest minds in finance, science ...
FPGA Engineer (Intern)
Miami, FL ยท On-site
$4.3K - $4.8K/wk
We provide institutional and retail investors with the liquidity they need to trade a broad array of equity and fixed income products in any market condition. The brightest minds in finance, science ...
FPGA Engineer (Intern)
Miami, FL ยท On-site
$4.3K - $4.8K/wk
We provide institutional and retail investors with the liquidity they need to trade a broad array of equity and fixed income products in any market condition. The brightest minds in finance, science ...
FPGA Engineer (Intern)
$107.50 - $120/hr
We provide institutional and retail investors with the liquidity they need to trade a broad array of equity and fixed income products in any market condition. The brightest minds in finance, science ...
FPGA Engineer (Intern)
$107.50 - $120/hr
We provide institutional and retail investors with the liquidity they need to trade a broad array of equity and fixed income products in any market condition. The brightest minds in finance, science ...
IT Lead Business Analyst -Vice President
Tampa, FL ยท On-site
$170/hr
The IT Business Lead Analyst is a senior-level position responsible within Fixed Income Electronic Trading technology team at Citigroup. We are looking for a professional who has extensive experience ...
IT Lead Business Analyst -Vice President
Tampa, FL ยท On-site
$170/hr
The IT Business Lead Analyst is a senior-level position responsible within Fixed Income Electronic Trading technology team at Citigroup. We are looking for a professional who has extensive experience ...
Work closely with trading, portfolio management, and technology teams * Assist with operational ... Quant, Tactical, Fundamental Equity and Discretionary Macro & Fixed Income. Our Culture At ...
Work closely with trading, portfolio management, and technology teams * Assist with operational ... Quant, Tactical, Fundamental Equity and Discretionary Macro & Fixed Income. Our Culture At ...
Work closely with trading, portfolio management, and technology teams * Assist with operational ... Quant, Tactical, Fundamental Equity and Discretionary Macro & Fixed Income. Our Culture At ...
Work closely with trading, portfolio management, and technology teams * Assist with operational ... Quant, Tactical, Fundamental Equity and Discretionary Macro & Fixed Income. Our Culture At ...
Client Support Specialist - Greater Tampa, FL Area (REMOTE)
Tampa, FL ยท On-site +1
$17 - $23/hr
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests The Expertise We're Looking For * Series 7 required * Series 63 ...
Client Support Specialist - Greater Tampa, FL Area (REMOTE)
Tampa, FL ยท On-site +1
$17 - $23/hr
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests The Expertise We're Looking For * Series 7 required * Series 63 ...
Client Support Specialist - Greater Miami, FL Area (REMOTE)
Miami, FL ยท On-site
$17.25 - $23.25/hr
... fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and ...
Client Support Specialist - Greater Miami, FL Area (REMOTE)
Miami, FL ยท On-site
$17.25 - $23.25/hr
... fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and ...
Client Support Specialist - Greater Tampa, FL Area (REMOTE)
Clearwater, FL ยท On-site
$16.50 - $22.25/hr
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests TheExpertiseWe're Looking For * Series 7 required * Series 63 ...
Client Support Specialist - Greater Tampa, FL Area (REMOTE)
Clearwater, FL ยท On-site
$16.50 - $22.25/hr
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests TheExpertiseWe're Looking For * Series 7 required * Series 63 ...
... Fixed Income, Alternatives)Investment lifecycleRisk profiling & suitabilitySupport systems like:Portfolio management systems (PMS)CRM platforms (Salesforce, Microsoft Dynamics)Trading and order ...
... Fixed Income, Alternatives)Investment lifecycleRisk profiling & suitabilitySupport systems like:Portfolio management systems (PMS)CRM platforms (Salesforce, Microsoft Dynamics)Trading and order ...
... fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and ...
... fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and ...
Client Support Specialist - Greater Orlando, FL Area (REMOTE)
The Villages, FL ยท On-site
$15.75 - $21.25/hr
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests TheExpertiseWe're Looking For * Series 7 required * Series 63 ...
Client Support Specialist - Greater Orlando, FL Area (REMOTE)
The Villages, FL ยท On-site
$15.75 - $21.25/hr
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests TheExpertiseWe're Looking For * Series 7 required * Series 63 ...
Client Support Specialist - Greater Tampa, FL Area (REMOTE)
Tampa, FL ยท On-site
$17 - $23/hr
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests TheExpertiseWe're Looking For * Series 7 required * Series 63 ...
Client Support Specialist - Greater Tampa, FL Area (REMOTE)
Tampa, FL ยท On-site
$17 - $23/hr
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests TheExpertiseWe're Looking For * Series 7 required * Series 63 ...
Fixed Income Trading Assistant information
What does a fixed income trading assistant do during fast-paced market activity?
How to become a fixed income trading assistant?
What are the key skills and qualifications needed to thrive as a fixed income trading assistant?
Is a fixed income trading assistant a good job?
What is a fixed income trading assistant?
What is the difference between Fixed Income Trading Assistant vs Fixed Income Analyst?
| Aspect | Fixed Income Trading Assistant | Fixed Income Analyst |
|---|---|---|
| Credentials | Typically requires a bachelor's degree in finance, economics, or related field; certifications like CFA are a plus | Requires a bachelor's degree; CFA or similar certifications often preferred |
| Work Environment | Supports trading desks, works closely with traders, fast-paced environment | Analyzes market data, prepares reports, more research-focused |
| Employer & Industry Usage | Used in investment banks, asset management firms, trading desks | Found 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.
Full-time
Re-posted 17 days ago
Job description
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 our Tampa, FL branch office. 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
- Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations
- Calendar management and coordination of meetings, including all logistics
- Database management
- Client interaction and service
- Perform special projects as assigned
Skills/Requirements
- Bachelor's degree required
- 1-2 years financial services/fixed Income experience required
- Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint
- Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
- Willing to obtain FINRA Registrations: SIE, Series 7/63 or 66 (Will be sponsored)