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Fixed Income Trading Assistant Jobs in Fulshear, TX

Bank of America

MO Trade Cntrl Prof MKTS

Houston, TX

These individuals may assist more experienced teammates. LOB The Global Fixed Income, Currency & Commodities Operations (GFICCO) team perform end to end trade control, confirmation and settlements ...

New

Comfortsystemsusa

Fixed Assets Accountant

Houston, TX · On-site

Ability to reconcile between multiple reporting systems Assist with budgeting and forecasting ... traded company, Comfort Systems USA, with a solid reputation built on outstanding value, integrity ...

Comfort Systems USA

Fixed Assets Accountant

Houston, TX · On-site

... • Assist with budgeting and forecasting related to capital expenditures and depreciation ... traded company, Comfort Systems USA, with a solid reputation built on outstanding value, integrity ...

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All JobsFixed Income Trading JobsFixed Income Trading Assistant JobsFixed Income Trading Assistant Jobs in Fulshear, TX

Fixed Income Trading Assistant information

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 does a fixed income trading assistant do 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?

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 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.

How to become a fixed income trading assistant?

To become a fixed income trading assistant, candidates typically need a bachelor's degree in finance, economics, or a related field. Relevant skills include knowledge of financial markets, proficiency with trading platforms and Excel, and strong analytical abilities. Gaining experience through internships or entry-level finance roles can also improve prospects in this specialized field.

Is a fixed income trading assistant a good job?

A fixed income trading assistant supports traders by managing trade execution, data analysis, and market research, often requiring strong analytical skills and knowledge of financial instruments. The role can offer competitive salaries, opportunities for career advancement, and exposure to financial markets, making it a valuable entry point in finance for those interested in trading and investment management.

What cities near Fulshear, TX are hiring for Fixed Income Trading Assistant jobs?

Cities near Fulshear, TX with the most Fixed Income Trading Assistant job openings:

Fixed Income Trading Assistant jobs near you
Infographic showing various Fixed Income Trading Assistant job openings in Fulshear, TX as of August 2026, with employment types broken down into 60% Full Time, 37% Part Time, and 3% Contract. Highlights an 73% Physical, 1% Hybrid, and 26% Remote job distribution.

Regional Brokerage Consultant, Fixed Income - Dallas/Houston

Fidelity Investments

Houston, TX

Full-time

Posted 22 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 152 rated financial services

Job description

Job Description:

The Role

The Fixed Income Regional Brokerage Consultant (FI RBC) candidate has a desire to help clients achieve their goals and experience working in a team-based environment. Along with a strong understanding of fixed income and credit market mechanics they work through client and advisor education to foster deep engagement and sales results. If you like the idea of working for a private company with industry-leading benefits that values integrity, a strong work ethic and a history and culture of putting the needs and financial well-being of clients first, Fidelity represents a tremendous opportunity!

The primary aspect of the role is to support clients and advisors within a region of Fidelity Investor Centers and Regional Centers and engage in sales interactions to directly impact acquisition of outside assets. This fast-paced sales role requires a strong brand and credibility coupled with the ability to bring to bear our offering to attract, retain, and develop clients who seek an active role in their investments.

A typical work week will includes in-depth client appointments, coaching advisors, facilitating internal meetings with advisors and strategic partnership with local leadership to drive referrals and engagement. Extensive use of Salesforce and technology to engage opportunities is central to the role.

Travel associated with regional coverage is estimated at 50% though each region's geography, size, Investor Centers and Regional Centers is unique.

The Expertise and Skills You Bring

  • A college degree is the minimum educational standard for applicants. While a business-related field is preferred, it is not required

  • Minimum of 15 years proven experience (13 years with a Master's Degree)

  • Demonstrated ability in fixed income and credit markets with a focus on individual bonds (corporates, municipals, government etc). Knowledge of additional securities such as mutual funds and ETFs is preferred

  • Ability to influence business partners through empathy, curiosity and dialogue while providing leadership and direction

  • Ability to build and facilitate group trainings

  • Ability to work independently and autonomously without direct supervision

  • Strong organizational, interpersonal and relationship-building skils

  • Proven territory leadership skills and practical experience with needs-based selling

The Team

Each RBC covers an assigned territory, partnering either with large call centers or with a region's network of local investor centers or both. RBCs support financial advisors by onboarding new self-directed clients, while also helping to retain and develop existing clientele. Each supported Fidelity advisor maintains a book of roughly 400-500 households and thus relies on the RBC to add value to clients that express interest in individual securities especially when trading/investing with a competitor.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Sales

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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