The Mather Group, LLC
Investment Associate (Fixed Income)
The Mather Group, LLC, Chicago, Illinois, United States, 60290
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The Mather Group, LLC provided pay range
This range is provided by The Mather Group, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$65,000.00/yr - $70,000.00/yr Additional compensation types
Annual Bonus Direct message the job poster from The Mather Group, LLC The Mather Group, LLC (TMG) is one of the fastest-growing independent, registered investment advisory firms in the country, offering comprehensive wealth management services with our clients’ best interests in mind. As a fiduciary, we simplify complex financial planning with an all-inclusive approach to investment, tax, and estate management – so our clients can focus on what truly matters. Our vision is focused on empowering people to navigate their life’s journey with confidence and peace of mind. You don’t get one advisor – you get The Mather Group. INVESTMENT ASSOCIATE As an Investment Associate, you will join our dynamic trading and portfolio management team and be introduced to the essentials of fixed income trading, including model analysis, trade preparation, and portfolio reporting. This role is designed for individuals with a foundational understanding of fixed income markets who are eager to develop their trading and analytical skills in a fast-paced environment. ROLE RESPONSIBILITIES Support senior traders with fixed income trading activities (municipal, corporate, treasury, etc.). Participate in block trading across client accounts. Help maintain bond ladders. Assist in weekly fixed income portfolio surveillance. Engage in financial modeling and ad hoc investment research projects. Communicate effectively with financial advisors, internal departments, and firm leaders. Collaborate with internal teams to support informed investment decisions aligned with the firm’s strategy. Stay informed on global market trends and contribute ideas for new investment strategies. Adhere to compliance standards set by FINRA, SEC, and other governing entities. Maintain technical competence by staying updated on industry developments. Identify opportunities with trading processes to streamline and automate to enhance efficiencies. Assist with research and selection of fixed income opportunities. Assist in ad-hoc projects to improve firm operational efficiency and fulfill compliance requirements. Perform other job-related duties as assigned. REQUIRED EXPERIENCE Series 65 or willingness to obtain within three months of hire. Basic knowledge of fixed income markets and investment strategies Demonstrated analytical skills and strong attention to detail. Strong planning and time management abilities. Proficiency in Microsoft Excel, familiarity with VBA is a plus. Python knowledge is preferred. Understanding credit analysis and portfolio risk management is advantageous. Excellent communication skills, both written and verbal. Flexible and able to work well under pressure in a fast-paced and dynamic team environment. Self-motivated and proactive team player who takes ownership and accountability of responsibilities. Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance Industries Financial Services and Investment Management Referrals increase your chances of interviewing at The Mather Group, LLC by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Disability insurance Tuition assistance Paid paternity leave Get notified when a new job is posted. Sign in to set job alerts for “Investment Associate” roles.
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This range is provided by The Mather Group, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$65,000.00/yr - $70,000.00/yr Additional compensation types
Annual Bonus Direct message the job poster from The Mather Group, LLC The Mather Group, LLC (TMG) is one of the fastest-growing independent, registered investment advisory firms in the country, offering comprehensive wealth management services with our clients’ best interests in mind. As a fiduciary, we simplify complex financial planning with an all-inclusive approach to investment, tax, and estate management – so our clients can focus on what truly matters. Our vision is focused on empowering people to navigate their life’s journey with confidence and peace of mind. You don’t get one advisor – you get The Mather Group. INVESTMENT ASSOCIATE As an Investment Associate, you will join our dynamic trading and portfolio management team and be introduced to the essentials of fixed income trading, including model analysis, trade preparation, and portfolio reporting. This role is designed for individuals with a foundational understanding of fixed income markets who are eager to develop their trading and analytical skills in a fast-paced environment. ROLE RESPONSIBILITIES Support senior traders with fixed income trading activities (municipal, corporate, treasury, etc.). Participate in block trading across client accounts. Help maintain bond ladders. Assist in weekly fixed income portfolio surveillance. Engage in financial modeling and ad hoc investment research projects. Communicate effectively with financial advisors, internal departments, and firm leaders. Collaborate with internal teams to support informed investment decisions aligned with the firm’s strategy. Stay informed on global market trends and contribute ideas for new investment strategies. Adhere to compliance standards set by FINRA, SEC, and other governing entities. Maintain technical competence by staying updated on industry developments. Identify opportunities with trading processes to streamline and automate to enhance efficiencies. Assist with research and selection of fixed income opportunities. Assist in ad-hoc projects to improve firm operational efficiency and fulfill compliance requirements. Perform other job-related duties as assigned. REQUIRED EXPERIENCE Series 65 or willingness to obtain within three months of hire. Basic knowledge of fixed income markets and investment strategies Demonstrated analytical skills and strong attention to detail. Strong planning and time management abilities. Proficiency in Microsoft Excel, familiarity with VBA is a plus. Python knowledge is preferred. Understanding credit analysis and portfolio risk management is advantageous. Excellent communication skills, both written and verbal. Flexible and able to work well under pressure in a fast-paced and dynamic team environment. Self-motivated and proactive team player who takes ownership and accountability of responsibilities. Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance Industries Financial Services and Investment Management Referrals increase your chances of interviewing at The Mather Group, LLC by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Disability insurance Tuition assistance Paid paternity leave Get notified when a new job is posted. Sign in to set job alerts for “Investment Associate” roles.
Chicago, IL $60,000.00-$80,000.00 1 week ago Chicago, IL $50,000.00-$95,000.00 2 weeks ago Junior Associate - Convertible Securities (Evercore ISI) [Chicago]
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#J-18808-Ljbffr