Client Specialist
Fort Wright, KY · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills * Bachelor's degree preferred, not required #LI ...
Client Specialist
Fort Wright, KY · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills * Bachelor's degree preferred, not required #LI ...
Client Assistant
Covington, KY · On-site
$16.75 - $23/hr
May enter security orders including stocks, bonds, fixed income, options, annuities, and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred; not required ...
New
Client Assistant
Covington, KY · On-site
$16.75 - $23/hr
May enter security orders including stocks, bonds, fixed income, options, annuities, and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred; not required ...
New
Client Specialist
Fort Wright, KY · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills * Bachelor's degree preferred, not required #LI ...
Client Specialist
Fort Wright, KY · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills * Bachelor's degree preferred, not required #LI ...
Client Specialist
Covington, KY · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills * Bachelor's degree preferred, not required
Client Specialist
Covington, KY · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills * Bachelor's degree preferred, not required
Client Specialist
Fort Wright, KY · On-site
May enter security orders including stocks, bonds, fixed income, options,annuitiesand other ... Good analytical and critical problem-solving skills * Bachelor'sdegree preferred, notrequired #LI ...
Client Specialist
Fort Wright, KY · On-site
May enter security orders including stocks, bonds, fixed income, options,annuitiesand other ... Good analytical and critical problem-solving skills * Bachelor'sdegree preferred, notrequired #LI ...
Client Assistant
Fort Wright, KY · On-site
$17 - $23.25/hr
May enter security orders including stocks, bonds, fixed income, options, annuities, and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred; not required ...
Posted today
Client Assistant
Fort Wright, KY · On-site
$17 - $23.25/hr
May enter security orders including stocks, bonds, fixed income, options, annuities, and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred; not required ...
Posted today
$120 - $160/hr
Analyze market structure, volatility dynamics, and relative value opportunities to generate alpha ... It trades exchange and over-the-counter commodity futures, fixed income, equities, options, foreign ...
$120 - $160/hr
Analyze market structure, volatility dynamics, and relative value opportunities to generate alpha ... It trades exchange and over-the-counter commodity futures, fixed income, equities, options, foreign ...
Client Specialist
Louisville, KY · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required.
Client Specialist
Louisville, KY · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required.
Client Assistant
Fort Wright, KY · On-site
$17 - $23.25/hr
May enter security orders including stocks, bonds, fixed income, options, annuities, and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred; not required ...
Client Assistant
Fort Wright, KY · On-site
$17 - $23.25/hr
May enter security orders including stocks, bonds, fixed income, options, annuities, and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred; not required ...
Client Specialist
Louisville, KY · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required.
Client Specialist
Louisville, KY · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required.
$242 - $333/hr
... quantitative analysis and applied artificial intelligence. The position is responsible for ... Fluency in at least one asset class (equities, fixed income, multi-asset, or macro) at a level ...
$242 - $333/hr
... quantitative analysis and applied artificial intelligence. The position is responsible for ... Fluency in at least one asset class (equities, fixed income, multi-asset, or macro) at a level ...
$80 - $120/hr
... Analyst performs advanced or specialized work, which requires a comprehensive knowledge of ... income tax returns and provisions, including oversight of fixed assets and tax depreciation ...
New
$80 - $120/hr
... Analyst performs advanced or specialized work, which requires a comprehensive knowledge of ... income tax returns and provisions, including oversight of fixed assets and tax depreciation ...
New
$120 - $180/hr
Lead and, as appropriate support, investment due diligence across asset classes including equity, hedge funds, fixed income, private equity, and others. * Prepare analysis and materials for ...
$120 - $180/hr
Lead and, as appropriate support, investment due diligence across asset classes including equity, hedge funds, fixed income, private equity, and others. * Prepare analysis and materials for ...
$110 - $160/hr
Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private ... Analyze sales data to provide reports, access profitability, identify trends and make ...
$110 - $160/hr
Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private ... Analyze sales data to provide reports, access profitability, identify trends and make ...
$201 - $342/hr
... equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and ... analytics, automation, and AI. Build consensus on priorities, trade-offs, and sequencing to ...
$201 - $342/hr
... equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and ... analytics, automation, and AI. Build consensus on priorities, trade-offs, and sequencing to ...
Client Specialist
Fort Wright, KY · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills * Bachelor's degree preferred, not required #LI ...
Client Specialist
Fort Wright, KY · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills * Bachelor's degree preferred, not required #LI ...
Client Specialist
Louisville, KY · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required.
Client Specialist
Louisville, KY · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required.
$175 - $220/hr
Strong understanding of OTC Derivatives, FX, Fixed Income, Equities, Securities Financing, and ... Strong analytical, communication, problem-solving, and leadership skills.* Experience leading ...
$175 - $220/hr
Strong understanding of OTC Derivatives, FX, Fixed Income, Equities, Securities Financing, and ... Strong analytical, communication, problem-solving, and leadership skills.* Experience leading ...
$140 - $170/hr
Partner with fixed income portfolio managers to understand and explore opportunities to optimize ... Understand bank analysis fees * Bank account governance and related controls * Regular/quarterly ...
New
$140 - $170/hr
Partner with fixed income portfolio managers to understand and explore opportunities to optimize ... Understand bank analysis fees * Bank account governance and related controls * Regular/quarterly ...
New
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required.
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required.
Junior Fixed Income Analyst information
What is a junior fixed income analyst?
Junior Fixed Income Analysts are entry-level finance professionals who assist in the research, analysis, and management of fixed income securities such as bonds and treasury notes. They typically support senior analysts and portfolio managers by gathering market data, performing credit analysis, and preparing reports on economic trends and investment opportunities. This role is crucial for helping investment teams make informed decisions regarding fixed income investments. Junior analysts often use financial modeling and analytical tools to evaluate risks and returns. Over time, they gain experience and may advance to more senior positions within investment management.
What are the typical responsibilities and challenges faced by a junior fixed income analyst in their first year?
As a Junior Fixed Income Analyst, you will primarily support senior analysts and portfolio managers by conducting market research, analyzing fixed income securities, and preparing reports on bond markets and credit ratings. Common challenges include mastering complex financial modeling techniques, staying updated on macroeconomic trends, and learning to interpret large data sets under tight deadlines. You'll often collaborate with other analysts, traders, and investment managers, which helps you quickly build technical skills and industry knowledge. This role offers a steep learning curve but provides a strong foundation for advancement within investment management.
What are the key skills and qualifications needed to thrive as a junior fixed income analyst, and why are they important?
To thrive as a Junior Fixed Income Analyst, you need a strong foundation in finance, quantitative analysis, and an understanding of debt instruments, often supported by a relevant degree in finance, economics, or mathematics. Familiarity with Bloomberg Terminal, Excel, and financial modeling tools, as well as progress toward certifications like the CFA, is highly beneficial. Attention to detail, analytical thinking, and effective communication skills distinguish top performers in this role. These skills are crucial for accurately analyzing market trends, supporting investment decisions, and communicating complex information to stakeholders.
What are the most commonly searched types of Fixed Income Analyst jobs in Kentucky?
The most popular types of Fixed Income Analyst jobs in Kentucky are:
What are popular job titles related to Junior Fixed Income Analyst jobs in Kentucky?
For Junior Fixed Income Analyst jobs in Kentucky, the most frequently searched job titles are:
What job categories do people searching Junior Fixed Income Analyst jobs in Kentucky look for?
The top searched job categories for Junior Fixed Income Analyst jobs in Kentucky are:
What cities in Kentucky are hiring for Junior Fixed Income Analyst jobs?
Cities in Kentucky with the most Junior Fixed Income Analyst job openings:
Baird rating
8.5
Based on 11 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:
What You'll Bring to Baird:
#LI-PWM2
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
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