Associate I, PWM Capital Markets
Core
Entry-level Associate supporting fixed income securities, trade execution, and client service processes for high-net-worth clients and Wealth Advisors.
Role type
entry-level IC capital markets associate (fixed income)
Builds
fixed income portfolios and client investment solutions
Domain
Private Wealth Management / Fixed Income
Required skills
fixed income securities analysis, trade support, asset allocation, duration management, credit quality analysis, market trend monitoring, third-party manager coordination, client reporting, Bloomberg, FactSet, Microsoft Excel
Preferred skills
advanced degree, professional designation (CFA/CFP), 1+ years financial services experience
Technologies
Bloomberg, FactSet, Microsoft Excel, Word, PowerPoint
Responsibilities
Enter and verify fixed income and equity trades; analyze fixed income strategies including asset allocation and duration management; monitor market trends and economic indicators; coordinate onboarding and servicing with third-party managers; prepare client reports and presentations.
Seniority
Junior, entry-level IC