FNBO
Overview
Fixed Income Associate provides comprehensive support to the Institutional Fixed Income sales team, ensuring seamless execution, excellent client service, and strong operational oversight. This role requires a detail-oriented, analytical professional comfortable in a fast‑paced trading and sales environment. The Associate assists with trade processing, client onboarding and servicing, and administrative tasks that enable the sales force to focus on revenue‑generating activities. Responsibilities
Client Support: Assist brokers in onboarding and servicing client accounts, including processing orders, responding to inquiries, and general account support. Sales Support: Prepare client paperwork and coordinate with the sales team to ensure smooth onboarding and timely follow‑up. Operational Coordination: Partner with internal operations teams to ensure timely and effective execution of account opening and ongoing servicing. Trade Execution: Support brokers in executing trades, monitoring trade affirmations and settlements, ensuring compliance with regulatory requirements and internal policies. Compliance: Ensure all activities adhere to industry regulations and company policies, and assist with compliance documentation and reporting. Learning and Development: Participate in ongoing training and maintain awareness of market developments to enhance industry knowledge and capabilities. Key Skills
Attention to Detail – High degree of accuracy in reviewing data, trade details, and documentation. Analytical Skills – Comfort with numbers, spreadsheets, bond math, and evaluating financial information. Communication – Clear written and verbal communication with brokers, clients, and internal teams. Multi‑Tasking & Time Management – Prioritize tasks and work efficiently in a fast‑paced environment. Client Service Orientation – Commitment to responsiveness and delivering a positive client experience. Problem‑Solving – Quickly identify issues and collaborate with internal teams to resolve operational or trade‑related challenges. Team Collaboration – Work closely with sales, trading, operations, and compliance to support the desk. Technical Proficiency – Strong Excel skills and familiarity with financial systems, trading platforms, and CRM/OMS tools. Regulatory Awareness – Understanding of industry rules, trade documentation, and compliance expectations. Adaptability – Navigate shifting market conditions, desk demands, and evolving priorities. Desired Qualifications
Experience: 2+ years in a financial services environment or relevant internships; previous sales‑support or administrative role is a plus. Licensing: FINRA licenses – SEI, Series 7, and Series 63. Education: Bachelor’s degree in finance, business, economics, or a related field preferred (equivalent experience considered). Salary range: $65,000 – $85,000. Job number: R-20251737. Work Environment
The incumbent will work onsite at the posted location. The onsite environment fosters innovation, mentorship, and a vibrant culture that supports professional growth. Work location may change based on business needs. Benefits Overview
Medical, Dental, Vision Insurance 401(k) with matching contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short‑Term/Long‑Term Disability Insurance Learn more about our benefits. Registration Requirement
This position requires FINRA registration. Candidates must meet financial industry responsibility, regulatory requirements, credit fitness, and criminal background standards. Ongoing regulatory requirements include acceptable background investigation, credit report, and fingerprinting results. Equal Opportunity & Belonging
Northland is an equal opportunity employer for all employees and applicants, and makes employment decisions without regard to status or identity. Northland follows federal law regarding the use of marijuana. (This applies to all non‑California applicants.) Click here to download 'EEO is The Law' Self‑Print Poster. Click here to download 'EEO is The Law' Supplement for Federal Contractors. Click here to download 'EEO is The Law' GINA Supplement.
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Fixed Income Associate provides comprehensive support to the Institutional Fixed Income sales team, ensuring seamless execution, excellent client service, and strong operational oversight. This role requires a detail-oriented, analytical professional comfortable in a fast‑paced trading and sales environment. The Associate assists with trade processing, client onboarding and servicing, and administrative tasks that enable the sales force to focus on revenue‑generating activities. Responsibilities
Client Support: Assist brokers in onboarding and servicing client accounts, including processing orders, responding to inquiries, and general account support. Sales Support: Prepare client paperwork and coordinate with the sales team to ensure smooth onboarding and timely follow‑up. Operational Coordination: Partner with internal operations teams to ensure timely and effective execution of account opening and ongoing servicing. Trade Execution: Support brokers in executing trades, monitoring trade affirmations and settlements, ensuring compliance with regulatory requirements and internal policies. Compliance: Ensure all activities adhere to industry regulations and company policies, and assist with compliance documentation and reporting. Learning and Development: Participate in ongoing training and maintain awareness of market developments to enhance industry knowledge and capabilities. Key Skills
Attention to Detail – High degree of accuracy in reviewing data, trade details, and documentation. Analytical Skills – Comfort with numbers, spreadsheets, bond math, and evaluating financial information. Communication – Clear written and verbal communication with brokers, clients, and internal teams. Multi‑Tasking & Time Management – Prioritize tasks and work efficiently in a fast‑paced environment. Client Service Orientation – Commitment to responsiveness and delivering a positive client experience. Problem‑Solving – Quickly identify issues and collaborate with internal teams to resolve operational or trade‑related challenges. Team Collaboration – Work closely with sales, trading, operations, and compliance to support the desk. Technical Proficiency – Strong Excel skills and familiarity with financial systems, trading platforms, and CRM/OMS tools. Regulatory Awareness – Understanding of industry rules, trade documentation, and compliance expectations. Adaptability – Navigate shifting market conditions, desk demands, and evolving priorities. Desired Qualifications
Experience: 2+ years in a financial services environment or relevant internships; previous sales‑support or administrative role is a plus. Licensing: FINRA licenses – SEI, Series 7, and Series 63. Education: Bachelor’s degree in finance, business, economics, or a related field preferred (equivalent experience considered). Salary range: $65,000 – $85,000. Job number: R-20251737. Work Environment
The incumbent will work onsite at the posted location. The onsite environment fosters innovation, mentorship, and a vibrant culture that supports professional growth. Work location may change based on business needs. Benefits Overview
Medical, Dental, Vision Insurance 401(k) with matching contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short‑Term/Long‑Term Disability Insurance Learn more about our benefits. Registration Requirement
This position requires FINRA registration. Candidates must meet financial industry responsibility, regulatory requirements, credit fitness, and criminal background standards. Ongoing regulatory requirements include acceptable background investigation, credit report, and fingerprinting results. Equal Opportunity & Belonging
Northland is an equal opportunity employer for all employees and applicants, and makes employment decisions without regard to status or identity. Northland follows federal law regarding the use of marijuana. (This applies to all non‑California applicants.) Click here to download 'EEO is The Law' Self‑Print Poster. Click here to download 'EEO is The Law' Supplement for Federal Contractors. Click here to download 'EEO is The Law' GINA Supplement.
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